Ben Yates

Ben Yates is currently a Trainee Paraplanner at Radiant Financial, a position held since November 2023. Prior to this role, Ben worked as an Investment Administrator at Close Brothers Asset Management from March 2020 to June 2023. Ben's career began at Co-op, where roles included Team Leader and Customer Service Sales Assistant from July 2014 to September 2016. Educationally, Ben holds a Bachelor of Arts in Accounting and Financial Management from The University of Sheffield (2016-2019) and several qualifications from The Chartered Institute for Securities & Investment, including a Level 4 Diploma in Investment Advice (Financial Planning & Advice) and a Level 3 Certificate in Investment Operations.