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Lisa Sheldon

Mortgage Paraplanner at Tudor Financial Consultants Limited

Lisa Sheldon is a Senior Case Manager at Tudor Financial Consultants Limited, based in the Greater Leeds Area.1 She has been working in financial services since 2014, progressing from Mortgage Administrator to Paraplanner and then to Senior Mortgage Adviser.1

In her current role, which she has held since July 2017, Lisa provides support to a team of financial advisers.1 Her responsibilities include:

  • Assessing complex cases and generating compliant suitability reports for advisers
  • Sourcing protection based on advice given and individual circumstances
  • Producing suitability reports for protection advice
  • Preparing trust forms for policies where applicable

Lisa's experience also includes:

  • Senior Mortgage Administrator at Response Mortgage Services (February 2015 - Present)
  • Mortgage Administrator at Tenet Group (February 2014 - February 2015)

With over 10 years of industry experience, Lisa has developed excellent knowledge of complex scenarios in financial services.1 She is currently training as a wealth paraplanner, demonstrating her commitment to expanding her expertise in the financial industry.1

Highlights

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Related Questions

What are Lisa Sheldon's main responsibilities as a Mortgage Paraplanner?
How long has Lisa Sheldon been working at Tudor Financial Consultants Limited?
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Can you provide examples of complex cases Lisa Sheldon has worked on?
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Lisa Sheldon
Lisa Sheldon, photo 1
Lisa Sheldon, photo 2
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Location

Leeds, United Kingdom