Eliot Gibson Dip Pfs Ce Map
About Eliot Gibson Dip Pfs Ce Map
Eliot Gibson is a Personal Banking Insurance Manager with extensive experience in the financial services sector, currently working at Nationwide Building Society in Wiltshire, United Kingdom. He has held various roles in paraplanning and technical analysis, and has achieved multiple diplomas in financial planning and services.
Work at Nationwide Building Society
Eliot Gibson has held multiple positions at Nationwide Building Society. He served as a Personal Banking Insurance Manager from 2016 to 2017 in Woking, United Kingdom. He later returned to the organization and has been working as a Personal Banking Insurance Manager since 2016 in Wiltshire, United Kingdom. Prior to these roles, he worked as a Customer Representative from 2014 to 2016 in Guildford, United Kingdom.
Current Role at Eparaplan
Since 2020, Eliot Gibson has been employed as a Technical Analyst at Eparaplan in the United Kingdom. In this role, he specializes in technical report writing, which enhances the quality and clarity of financial documentation. His work supports financial advisers, allowing them to concentrate on client interactions and business growth.
Education and Expertise
Eliot Gibson has pursued extensive education in financial planning and services. He studied at the Chartered Insurance Institute, achieving a Diploma in Regulated Financial Planning from 2016 to 2018 and an Advanced Diploma from 2018 to 2020. Additionally, he studied at the Chartered Institute of Marketing from 2014 to 2016 and attended the London Institute of Banking & Finance for a year in 2015. He aspires to achieve Chartered status with the Chartered Insurance Institute, which is recognized as a mark of technical competence in financial planning.
Previous Experience in Paraplanning
Eliot Gibson has gained valuable experience in paraplanning roles prior to his current positions. He worked as a Paraplanner at Contractor Wealth from 2017 to 2018 in Alton and at S4 Financial Ltd from 2018 to 2019 in Hartley Wintney, Hampshire. These roles contributed to his expertise in providing paraplanning support, which enables financial advisers to focus on their clients.
Compliance and Communication Skills
In his roles, Eliot Gibson ensures that financial recommendations comply with FCA and MIFID II requirements. He emphasizes clear communication through suitability letters, which are essential for maintaining transparency and trust in financial planning. His focus on compliance and effective communication reflects his commitment to high standards in the financial services industry.