Kelly Packer DipPFS

Paraplanner

Kelly.packer@hartsfield.co.uk

Bristol Office

Professional

Kelly has worked in financial services since 2008, providing support as a Personal Assistant to an Independent Financial Adviser and more recently as a Technical Administrator / Paraplanner.  She holds the CII Diploma in Financial Planning and the CISI Diploma in Investment Advice (Financial Planning & Advice). 

Qualifications

You can see the qualifications Kelly holds by clicking the button below.

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Qualifications

Diploma in Financial Planning – DipPFS

The level 4 Diploma demonstrates core technical understanding across a broad range of key financial planning areas.

Paraplanning (J09)

The objective of this unit is to help paraplanners develop and demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer's financial circumstances to provide potential solutions.

Investment Principles (R02)

Assesses a knowledge and understanding of investment products and the application of the investment advice process.

Personal Taxation (R03)

Assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

Pensions and Retirement Planning (R04)

Assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

UK Financial Services, Regulation and Ethics (CF1)

The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation.

Financial Services Products and Solutions (LP2)

Assesses a knowledge and understanding of customer needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.

Financial Protection (R05)

Assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

What matters most

What matters most to Kelly about working for Hartsfield?

I was drawn to Hartsfield by the firm’s values, which strongly resonate with me. There is a genuine care for clients and a clear dedication to helping them achieve their life goals while protecting and growing their finances for the future.

The Hartsfield team are highly qualified, approachable, friendly and supportive. As a new joiner, I’ve felt welcomed into the Hartsfield family and I am excited to be part of a team that puts clients and colleagues at the heart of everything they do.

I value the support and encouragement that Hartsfield provide for further study and professional development.

What matters most to Kelly about her specific role?

As a Paraplanner, I care about accuracy, integrity and doing things the right way. I enjoy working with Financial Planners to research and turn detailed, often complex, information into clear and meaningful reports to allow clients to make informed decisions.

I enjoy the variety of the role, and no two days are the same which keeps the work both interesting and rewarding.

What matters most to Kelly outside of work?

Outside of work, I love to travel and experience new cultures. I’m a big Formula One fan and go to a different race every year if I can. I’ve been lucky to have visited some iconic race circuits around the world. I also enjoy running, hiking and walking to keep fit.

Get in touch

Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.

Bristol Office

Cheltenham Office

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