Active Chartered Financial Planners, one of the North East and Yorkshire’s leading firms of Chartered Financial Planners, is growing its team by appointing an experienced Paraplanner to join it’s Stockton-on-Tees based office.
Aimee Robson began her career in financial services in 2011 with Mercury Wealth Management as part of the administration team. Quickly proving her potential, Aimee took on additional training to become a paraplanner. Shortly after this she accepted an exciting opportunity to work in Hong Kong for Private Capital Limited, a specialist financial services firm for British expats.
As a Paraplanner, Aimee provides invaluable support to Active’s Adviser Team, researching the range of products and services available to clients and writing detailed reports in preparation for the advice given. Aimee has extensive experience with Holistic Cashflow Modelling and Defined Benefit Pension transfers and will shortly commence study to qualify as an Adviser herself, with her aim to become a Chartered Financial Planner.
Karl Pemberton, Managing Director of Active, said: “We are delighted to welcome Aimee to the team, as we saw a lot of talent in her when we met her. As one of the most respected financial planning firms in the North East, Active is committed to finding and developing individuals who will help us to maintain our excellent standards. I am in no doubt Aimee will go from strength to strength while working with us.”
Aimee Robson said: “I wanted to work with Active because of the firm’s fantastic reputation in the industry both as financial planners and as an employer. I will shortly be commencing study to myself become a Financial Adviser, something that Active is fully supportive of. I am very excited about what I will be able to achieve as part of the Active family; this is the perfect place for me to develop my career.”