Portrait of a woman with long dark hair, wearing a black shirt, standing against a plain white background.

Thusha Thurairatnam

Paraplanner

CISI Level 7 Certificate in Advanced Financial Planning


Financial Qualifications

  • CISI Level 7 Diploma in Advanced Financial Planning

  • CISI Level 6 Certificate in Advanced Financial Planning

  • Certificate in Paraplanning

  • Diploma in Regulated Financial Planning

  • MSci Chemistry with First Class Honours (University of Nottingham)

Get to Know Thusha

After completing my Msci Chemistry degree in 2019, I started working in a pension company, where I found my passion for financial services. I joined Wealth Matters in September 2021 on their Learning for Life programme, a four-year training plan, and I am also completing an apprenticeship conducted by Skills Edge. Since being at Wealth Matters, I have completed my Diploma in Regulated Financial Planning and Certificate in Paraplanning. My role as a Paraplanner involves preparation of client reports and carrying out detailed analysis for our clients, whilst working on ongoing projects
alongside. I am always looking to develop and learn new skills, as part of this I am currently studying for the Level 6 Certificate in Advanced Financial Planning.

Outside of work I like to spend time with my friends and family, watch Netflix and I also enjoy painting and travelling!

Get in Touch

Telephone: 01582 720511
Email: info@wealth-matters.co.uk


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