Our Paraplanner Team

 

 

Our administration team includes our advisers’ Personal Assistants, receptionists and general business support.  They are on hand to ensure we deliver exceptional client service. 

Catherine
Paraplanner

Catherine joined Atkins Bland in 2018 to provide specialist assistance to Kevin and Rob in a range of areas requiring a high level of technical knowledge in financial planning.

In her own words

“I’ve worked in the Financial Services industry since 2006, originally as a qualified Mortgage Adviser before moving into the pensions and investments side of the business. In my last post I self-funded and passed my CertPFA qualification in paraplanning during 2017, studying in my own time and around my existing work and family commitments. 

My role is to support Kevin and Robert in a variety of ways, including carrying out research and analysis , writing draft advice letters and reports and liaising with product providers regarding technical issues to help achieve the best possible outcomes for our clients.

Since joining I have also been involved with the introduction of new cash flow modelling software for the adviser to use. 

I liaise closely with the Portfolio Review Team and product providers to help ensure everything runs smoothly and as efficiently as possible and I am looking forward to undertaking further study towards my Diploma in Regulated Financial Planning. 

Outside of work I’m a busy mother to two children and a Governor for their school.  I’m a Southampton FC season ticket holder and enjoy attending matches with my son”.

Emma
 
Paraplanner

Emma joined Atkins Bland in July 2019, to provide “paraplanning” support to our advisers and support our Portfolio Review Team.

 

She has worked within the financial services industry for over 10 years, moving from administration and support roles to the highly qualified position of Paraplanner and holds the DipFA (Diploma in financial advice) qualification.

 

Emma plan’s, over time, to move to Financial Adviser status and is studying to achieve chartered status.

 

Outside of work Emma enjoys going on holidays, gigs and going for long walks.