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Carmen Bacaoanu CFP™ Chartered MCSI
Head of Paraplanning

“My previous customer service experience has helped me a lot and the main difference between my old job and paraplanning is that now I am more focused on helping clients meet their objectives rather than products. You don’t just get sucked into the detail of retirement planning or managing an investment portfolio. You get to the heart of the client.”

Profile

 

I joined Wealth Matters in 2018 as a trainee paraplanner and prior to this I worked in retail banking for 8 years.  I came into the Financial Planning industry with very little experience, however, since being at Wealth Matters, I have completed my industry exams and qualified as a Certified Financial Planner, accredited by the Chartered Institute for Securities and Investment.

As Head of Paraplanning, I manage a team of four Paraplanners and have recently started training graduates in the role, who often have little or no financial services experience. My focus is on my team and using my skills and experience to help them thrive professionally and personally by helping them blend work commitments with family life.

I also interact with clients, dealing directly with them and presenting in meetings to reassure them about their portfolios. Although I’m a Paraplanner by trade, a lot of my role involves relationship management, and I pride myself on my people skills.

When I am not spending time helping our clients, I am with my daughter and our pets. I also enjoy painting and am very proud to have many of my artworks present in my friends’ homes.

 

Qualifications
  • Diploma in Management (2007) BA Hons
  • Mortgage Certificate (2017) CII
  • Diploma in Regulated Financial Planning
  • Level 6 Certificate in Advanced Financial Planning
  • Level 7 Diploma in Advanced Financial Planning

 

Telephone: 01582 720511

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