Chartered Financial Planner

• Dec 2022 - Present

Paraplanner

• May 2016 - Nov 2022

Paraplanning Team Leader

• Sep 2013 - Nov 2015

I look after a team of 12 paraplanners managing their workload and assisting them with any queries. As part of my role, I also undertake the following tasks:: Interact with various functions of the business including admin, sales, compliance, finance and acquisitions : Complete quarterly 1:1's: Training for new recruits and paraplanners: Review processes: Complete and analyse MI: Complete reports: Adhoc projects: Analyse portfolio's: Recruit new staff

Paraplanner

• May 2012 - Nov 2015

: Writing reports: Interacting with admin and Financial Planners along with other divisions: Analysing existing portfolio's: Making recommendations for the client: Undertaking quarterly research for the investment committee

Jelf Financial Planning

• Jan 2007 - May 2012

I began as a sales support administrator and began to take my exams towards my Certificate in Financial Planning. On completion of this course and having gained two years experience, I was promptly promoted to a paraplanner. I work for specific advisers undertaking research and writing reports on all areas of financial planning. Good numerical skills - undertake regular calculations and arrange spreadsheets that are presented to clients. Accurate skills - The reports I produce are of a high standard both on a technical and personal level. Commercially aware - I have a number of cases to work on and try to ensure that all income producing work is prioritised where possible. Show less