Paola Selway MBA
Client Relationship Manager
I am a trainee Paraplanner within the Corporate Support Team, working alongside and providing administrative support to one of the chartered financial planners. This includes researching and analysing a number of financial products, such as mortgage, protection, investment and retirement plans in order to obtain quotes, terms and illustrations. I also coordinate and manage employee schemes, such as death in service, PMI, GPP, drafting suitability reports, customer reviews and arranging corporate financial wellness programmes.
I moved to the UK from Colombia in 2008 and undertook a variety of support and customer service based roles whilst completing an MBA in Business Administration in 2011. I am fluent in Spanish and English and am currently continuing my studies within the financial advice field.