Paraplanner Zone: Svenja Keller

clock

Svenja Keller joined John Lamb Partnership in October 2008 in her first paraplanning role and just over a year later scooped the Paraplanner of the Year title at the Professional Adviser Awards 2010.

Hot on the heels of winning her award, Svenja was promoted to adviser at John Lamb. Here she tells us about her new role and the transition from paraplanner to adviser. Q. How did you feel winning the award and do you think it was a platform for your promotion to adviser? A. I was very happy to win my award and it was a real surprise. And yes, I guess the award did play a part in my promotion to adviser. Q. What is your new role? A. I am an adviser, so it is a financial planning role. I deal with all aspects of financial planning, apart from mortgages. There are nine advisers at J...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Women in Financial Advice Awards 2024: One week left to nominate!

Women in Financial Advice Awards 2024: One week left to nominate!

Awards ceremony on 6 November at London’s Marriott Grosvenor Square

Professional Adviser
clock 25 April 2024 • 1 min read
Compliance-focused adviser generation 'lost the human touch'

Compliance-focused adviser generation 'lost the human touch'

‘Now there's soft skills training but advisers naturally did it back then’

Isabel Baxter
clock 24 April 2024 • 2 min read
Advice firms face data challenges amid new regulation

Advice firms face data challenges amid new regulation

Firms face challenges in collecting data and due diligence processes

Sahar Nazir
clock 24 April 2024 • 1 min read