Paraplanner recognised as outstanding exam candidate
9 March 2020
Senior paraplanner Kimberley Tyson has been awarded the Simon Wheatley Shield and won a cash prize for being an outstanding candidate while achieving Chartered Financial Planner and gaining Fellowship of the Personal Finance Society.
Tyson, 27, who works for Telford Mann Pensions & Investments, based in Kettering, received the shield and £250 from the Chartered Insurance Institute of Peterborough for her performance in the 2019 exams.
Since joining Telford Mann five years ago, Kimberley has been steadily completing all her CII qualifications to attain Chartered Financial Planner and Fellowship status.
She said: “It was a total surprise to be nominated for these awards. I have been so focused on completing my studies over the last five years that I never expected to be recognised in this way, but it makes all the hard work even more rewarding.”
Telford Mann is a firm of with more than £500m under management for more than 2,500 clients.
Jilly Mann, joint managing director at the firm of hartered Financial Planners and Discretionary Investment Managers, said: “Kimberley is a credit to our firm and the profession.
“She joined us as a junior with no expectations, but it quickly became clear that she was something special.
“She has worked tirelessly to achieve her exams and she is the embodiment of why we invest so heavily in our staff to allow them to achieve their full potential.”
Kimberley’s senior paraplanner position also sees her taking on responsibility for training new starters, leading team meetings and being the go-to person for technical and system queries.
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers...
This week sees the launch of The Paraplanner Club, a new initiative devised by Siân Davies Cole and Chloe Phillips, a mentoring...
Professional Paraplanner has teamed up with Brand Financial Training to answer your questions around the exams scheduled for 2021....