Experience

Janine Edwards Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Wealth Management Relationship Associate

  • Oct 2022 - Present

• Client Support Specialist

  • Sep 2020 - Present



Alterno Wealth

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanning Manager

  • Sep 2015 - Sep 2020

  • Meeting clients at initial meetings; liaising and guiding them through a full initial process • Full Factfinding, obtaining relevant and required information; carry out risk profiling questionnaires and discussing with IFAs • Being first point of contact for clients, IFAs, Senior Management, Introducers, Compliance, Third Party companies and Providers managing needs and requests from all • Discuss recommendation options with Financial Planners based on client’s circumstances, needs and objectives • Assisting IFAs at client meetings to present recommendations • Accompanying IFAs to existing client meetings for ongoing servicing • Undertaking service requests for existing clients • Co-ordinate company processes with compliance when new legislations are introduced • Audit trail management • Organising director’s diary/schedule • Providing full support to IFAs • Building a repour and continuing to maintain relationships with clients and introducers • Successfully co-ordinate/ train staff in office systems and databases, policies and procedures • Suitability Report writing for Final Salary transfers and Pension switches • Managing my own workload, prioritizing effectively and efficiently based on deadlines • Producing cashflows with stress test scenarios • Analyse client’s existing pension schemes (DB & MP); benefit/fund analysis, fund research, product comparison, charges analysis • Liaising with our network to abide by compliance and legislation throughout new business process • Training team members on inhouse processes and procedures in line with compliance and new regulations • Managing an inhouse and outsourced team – monitoring tasks and case progression, ensuring deadlines are met • Reporting daily/weekly to the company director and IFAs on all case progress • Arranging application forms and all required documents with IFA Administrators • Calculating fees and agreements for clients • Producing inhouse procedure documents


Welcome Banqueting Suites
• Hospitality
• Wedding and Event Coordinator

  • Aug 2015 - Dec 2015


Sovereign Wealth Advisory

• United Kingdom
• Financial Services

• Junior Paraplanner

  • Aug 2014 - Jun 2015

  • Preparing relevant documents/packs for initial client meeting • Liaising with providers/schemes to request information for analysis • Gathering existing scheme info (DB/MP) and analysing findings with senior paraplanner • Producing Selectapension reports • Keeping internal client database updated • Drawing reports from Morningstar and Synaptics • Record keeping • Telephone and email enquiries • Preparing relevant documents/packs for initial client meeting • Liaising with providers/schemes to request information for analysis • Gathering existing scheme info (DB/MP) and analysing findings with senior paraplanner • Producing Selectapension reports • Keeping internal client database updated • Drawing reports from Morningstar and Synaptics • Record keeping • Telephone and email enquiries


Desi Masti
• Arts & Crafts
• Studio Manager

  • Jan 2014 - Sep 2014

CATERMASTERS CONTRACT CATERING LIMITED
• Food & Beverages
• 1 - 100 Employee
• Accounts Analyst

  • Sep 2008 - Nov 2013