RA

Rafa Hernandez Apfs

Senior Paraplanner at Succession Wealth

Rafa Hernandez APFS is a seasoned finance professional with extensive experience in financial planning and paraplanning. Currently serving as a Senior Paraplanner at Succession Wealth since March 2022, Rafa previously held the position of Paraplanner at Investment Solutions Wealth Management Limited from October 2013 to March 2022 and worked as a Technical Sales Assistant at Bluefin from July 2012 to October 2013. Earlier in the career, Rafa gained foundational experience as a Private Banking Admin Assistant at Lloyds Banking Group between February 2008 and July 2012. Educational qualifications include an Advanced Diploma in Financial Planning and multiple certifications from The Chartered Insurance Institute, highlighting expertise in various financial disciplines, along with a Bachelor of Business Administration in Finance, Marketing, and Accounting from Universitat d'Alacant.

Links

Previous companies

Lloyds Banking Group logo

Org chart