Rohan Sivajoti

Rohan Sivajoti has a diverse work experience in the financial planning profession. Rohan is currently the Director & Head Of Innovation at NextGen Planners, where they are responsible for creating a community for best practices and shared ideas. Prior to this, they worked as a Director at Postcard Financial Planning Limited, providing financial planning services.

Rohan also served as the Advisory Services Director (Board Member) at eVestor, where they contributed to the strategic decision-making process. Rohan was a Business Development Manager (BDM) at FE - Financial Express, responsible for promoting FE Research's investment proposition and providing client reporting services to financial advisers.

Before that, Rohan was a Sales Executive at Vanguard, focusing on business development and providing education and training on low-cost investment solutions. Rohan also worked as an Account Manager at Cofunds, managing a panel of accounts and delivering support services to increase revenue for financial advisors.

Earlier in their career, Rohan held the position of Pensions & Investments Manager at Clayton Holmes Naisbitt Financial Consultancy LLP, where they managed pension and investment portfolios. Rohan started their career as a Paraplanner at St. James's Place Wealth Management, assisting financial planners with administrative tasks.

Throughout their various roles, Rohan has gained extensive experience in financial planning, business development, and client relationship management.

Rohan Sivajoti completed their education history as follows:

From 2014 to 2015, Rohan attended The London Institute of Banking & Finance where they pursued an Advanced Diploma for Financial Advisers (AdvFA), QCF Level 6. Additionally, during the same period, they also obtained The Award in Pension Transfers (AwPETR) qualification. In 2014, they completed the Certificate in Mortgage Advice & Practice (CeMAP) from the same institute. Continuing their education, from 2013 to 2014, Rohan enrolled in and completed a Diploma for Financial Advisers (DipFA) program at The London Institute of Banking & Finance.

Prior to their enrollment at The London Institute of Banking & Finance, Rohan attended Sheffield Hallam University from 2004 to 2007. Rohan earned a 2:1 Bachelor of Arts (Hons) degree in Financial Services.

Rohan'seducation prior to university is not provided in the information provided, but it is known that Rohan attended Wetherby High School. However, there is no specific information on the degree earned or field of study at this school.