Paraplanner
Helen has 22 years of experience working in financial services, achieving a career journey covering administrator, paraplanner and technical manager. Working her way through qualifications including CII level 4 certificates in paraplanning, pension transfer specialist and Diploma in regulated financial planning, Helen achieved her Chartered status in Spring 2024.
Helen joined Fairstone as a paraplanner in May 2024. Before joining Fairstone, Helen worked in a family general insurance brokerage and advice firm before moving on to a Chartered wealth planning firm, with a short time spent working as a self-employed outsourced paraplanner. All roles covering all demographics of adviser expectation and client needs, providing valuable experience.
Helen enjoys the technical side of paraplanning and bringing client solutions to life, ready for adviser presentation.
