Position: Trainee Paraplanner
Tel: 01278 788646 option 7
After an eight week placement during the summer of 2019, Suraj re-joined Positive Wealth Creation Ltd on a permanent basis in January 2020 having completed his BA (Hons) in Banking with Finance from University of the West of England. Suraj's professional development has started with exams from the Chartered Insurance Institute's Regulated Diploma in Financial Planning.
R01 Financial Services Regulation & Ethics, R05 Financial Protection.