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

Former CIO of Neil Woodford client Acacia Research charged with insider trading

Former CIO of Neil Woodford client Acacia Research charged with insider trading

Alfred Tobia Jr and sister-in-law

Eve Maddock-Jones
clock 14 January 2025 • 2 min read
The Adviser Incubator: Meet Chartered planner Anick Sharma

The Adviser Incubator: Meet Chartered planner Anick Sharma

An inside look at The Verve Foundation’s programme

Isabel Baxter
clock 13 January 2025 • 4 min read
PA Asks: How much confidence do you have in chancellor Rachel Reeves?

PA Asks: How much confidence do you have in chancellor Rachel Reeves?

This week’s poll also looks at SIPP operator concerns and cryptocurrency

Professional Adviser
clock 13 January 2025 • 1 min read