Joel Baker BSc (Hons) DipPFS CertCII (FS)
Senior Paraplanner
Joel joined Niche as a paraplanner and has since progressed to the level of Senior Paraplanner. A graduate of the University of South Wales, he has since gained significant experience within the financial services industry.
As a result of his undergraduate studies in BSc Finance and Investment, Joel implements an ethical approach to how he operates. Such an outlook has therefore enabled him to play an important role within the company, and the additional qualities he brings to the table - such as his fluency in Welsh - means he is a true asset for Niche.
Outside of the office, Joel is both a keen tennis player and a fully qualified tennis coach.
Qualifications
CII Level 4 Diploma in Financial Planning (DipPFS)
CII Level 3 Certificate in Financial Services (CertCII FS)
BSc in Finance & Investment
R01 - Financial services, Regulation and Ethics
R04 - Pensions and Retirement Planning
R06 - Financial Planning Practice
LP2 - Financial Services Products and Solutions
