Georgia Whittle, a Paraplanner at Newport-based independent financial planning firm, Rouse Limited, has just smashed her latest exam results.
As a result, she has won the Chartered Insurance Institute’s Certificate in Paraplanning prize for achieving the best average score (across all the units) of anyone who completed the Paraplanning Certificate in 2022.
Having started at Rouse Limited as a member of the administration team, where she also excelled, she jumped at the chance to further her career in financial services and proved she was more than ready to take on the challenge.
As one of the Rouse Limited directors, Lisa Butler, said:
“We are enormously proud of Georgia and her achievement. She always puts her heart and soul into her work and is so deserving of this prize. At Rouse Limited we always encourage ambition and want to facilitate career progression in our team.
“We are able to provide the framework for professional development in association with Skills Edge and Georgia’s achievement illustrates just how successful that collaboration can be.”
Georgia said:
“I’m really pleased to have won this prize. It has given me the confidence to keep pushing on and to recognise that I can do this. It’s great to have the support of the team at Rouse Limited, where I have been given every opportunity to progress in my career in financial services.
Article continues below this advertisement “We’re all committed to continuing professional development and I’m ready for the next challenge!’
Paraplanners are key to the financial planning process. They work alongside financial advisers to help create, implement and review a client’s financial plan. This is integral to creating a successful financial journey and helping to improve a person’s financial future.
Paraplanning offers both an exciting and rewarding career path, with lots of opportunity for progression within the role itself, as well as the wider financial services industry.
How can this be newsworthy? She passed an exam.
Probably something you have never done.