Gianni Friello

Trainee Financial Planning Adviser

I work in the client support team at Expert Pensions Advice – as a client focused administrative financial paraplanner, dealing with the day to day requirements of our new and existing clients.

I prepare all documentation for clients and help with the smooth running of client accounts and policies, dealing with existing clients by phone and email and scheduling meetings with our Financial Planning Advisers.

I am currently studying for my diploma in regulated financial planning.

Connect with me on LinkedIn

go back