Experience

Wise Investment

• Investment Management
• 1 - 100 Employee

• Financial Planner

  • Jan 2013 - Present

  Contacting clients and setting up meetingsConducting in-depth reviews of clients’ financial circumstances, current provision and future aims;Analyzing information and preparing plans best suited to individual clients' requirements;Researching the marketplace and providing clients with information on new and existing products and services;Designing financial strategies;Assisting clients to make informed decisions;Negotiating with product suppliers for the best possible ratesLiaising with other professionals, such as estate agents, solicitors and accountants;Keeping up to date with financial products and legislation;Producing financial reports; Show less

• Assistant Adviser and Paraplanner

  • Jan 2011 - Dec 2012

  Attending client meetings ;Writing recommendation and review letters for clients based on the discussions at meetings and also periodically throughout the year;Assisting all advisers with background product research for clients;Using and learning other financial tools;Learning about Protection, Pensions, Savings and Investment products, in particular how to search the market for the most appropriate options for clients; and As part of adviser training, reading past client advice and review letters Show less

• Administator

  • Aug 2007 - Dec 2011

  The job involved requesting new business illustrations and key feature documents, completing application forms, trading unit trusts, investment trusts and shares, submitting new business and following through, liaising with advisers, clients and investment/insurance companies and general problem solving, dealing with ongoing queries, preparing valuations for existing portfolios, typing letters, also faxing, photocopying, scanning, filing and answering the phones.The job included extensive use of computers, using all windows based applications, including use of the internet, email and client database. Show less



Morrisons

• United Kingdom
• Retail
• 700 & Above Employee

• Administrator

  • May 2005 - May 2007

  I had an important behind-the-scenes role in the smooth running of the store. This included a variety of admin tasks, maintaining systems and procedures, providing data and reports and dealing with enquiries promptly and efficiently. I had an important behind-the-scenes role in the smooth running of the store. This included a variety of admin tasks, maintaining systems and procedures, providing data and reports and dealing with enquiries promptly and efficiently.