Kamilla's Qualifications

  • LLB Hons University of Liverpool
  • RO1: Financial Services, Regulations and Ethics
  • R02 – Investment principles and risk
  • R03: Personal Taxation

Kamilla Mouakit

Paraplanner

I’m lucky enough to have worked at Pavis for over six years. Recently, I joined the paraplanning team, having completed some of the main R0 exams and a year of training in paraplanning.

My main role is to prepare and implement a financial planning report based on the advice provided by the IFA. Some of these reports involve extensive research of products, taxation and many other features that are detrimental to the advice given. I also liaise with planners and other teams daily to ensure a robust and best service for our clients.

The important stuff


Get to know Kamilla

What do you enjoy most about your job?

Aside from working for a great firm and having a fantastic team, I enjoy my current paraplanning role as it allows me to get thoroughly involved in the process of financial planning.
What’s your idea of a perfect weekend?

A perfect warm autumnal day in nature.
Where in the world can you not wait to get back to again?

The Greek islands.
Where in the world have you never been but hope to get to visit one day?

Nepal.
What’s the most important thing you’ve learned doing your job?

The value and respect of your colleagues.
What three things are guaranteed to put a smile on your face?

Any combination of three cute animals!
Tell us something people may be surprised to learn about you.

I am a British Bronze Medallist in kick-boxing.

Get in touch


Contact us below to join us for tea and biscuits with one of our friendly financial planners