Financial Planner

• Sep 2022 - Present

Financial Planner

• Feb 2022 - Sep 2022

Trainee Financial Planner

• Mar 2021 - Feb 2022

In this role I worked closely under a Chartered Financial Planner, producing preparation for Annual Review Meetings, valuation and performance reports and other important documentation in addition to undertaking fund analysis using FE Analytics and cash flow forecasting analysis using Voyant. I also attended a number of client meetings.I also gained comprehensive experience in writing FCA compliant recommendation suitability reports and have become proficient with using tools and platforms such as Adviser Asset, Intelligent Office, IRESS, the Standard Life Wrap, Transact and Genovo among others.

Trainee Financial Planner

• Jun 2019 - Mar 2021

Work Experience

• Jan 2019 - May 2019

Researched financial product features to provide the database for a new product comparison tool being developed by AdviserAsset. Scope of product range included, unwrapped collectives, ISA, Pensions, Onshore Bond and Offshore Bond, all delivered both on and off-platform. Researched to find additional adviser contacts for the AdviserAsset marketing database. Work primarily involved internet research and mining of the FCA database. Researched financial product features to provide the database for a new product comparison tool being developed by AdviserAsset. Scope of product range included, unwrapped collectives, ISA, Pensions, Onshore Bond and Offshore Bond, all delivered both on and off-platform. Researched to find additional adviser contacts for the AdviserAsset marketing database. Work primarily involved internet research and mining of the FCA database.

Work Experience

• Mar 2019 - Apr 2019

Reviewed marketing communications and classifying/précising each communication to IFA MarketWatch protocols. Reviewed marketing communications and classifying/précising each communication to IFA MarketWatch protocols.