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In work
Paige has recently passed her financial planning diploma, and been promoted to a fully fledged member of our client services paraplanning team. Paige has 12 years experience working in the financial planning profession.
Paige’s day-to-day role involves creating client review meeting documents, writing investment and pension reports, as well as supporting advisers and clients with queries.
She’s also involved in implementing client recommendations and gets involved in some of our more technical improvement projects.
Outside of work
Paige enjoys going to the gym and running, as well as visiting family and spending time with friends.
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