James Handyside DipPFS
Paraplanner at HWM Financial Management, Senior Partner Practice of St. James's Place Wealth Management- Claim this Profile
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Bio
Credentials
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Diploma in Regulated Financial Planning
Chartered Insurance InstituteOct, 2016- Sep, 2024
Experience
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HWM Financial Management, Senior Partner Practice of St. James's Place Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Paraplanner
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Jul 2015 - Present
HWM Financial Management - Partner Practice of St. James's Place Wealth Management offers a bespoke wealth management and financial planning service and can help you meet your financial needs, whether your priority is to: • Build and preserve capital • Minimise taxation • Gain financial protection against risks • Manage cash and borrowings My main duties as a Trainee Paraplanner include: - Suitability Letters - Gathering ceding scheme information and completing Critical Yield Calculations - Creating Illustrations and submitting Advice Sets - Preparing portfolio valuation reports & portfolio performance reviews - Maintaining work flow - Chasing Pipeline business - Maintaining Adviser Office - Producing Agenda's using FE Analytic graphs
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Harland & Company Financial LLP
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United Kingdom
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Administrator
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Sep 2010 - Jul 2015
Part-time role throughout further education and University. Part-time role throughout further education and University.
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Education
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2012 - 2015
Northumbria University
Bachelor’s Degree, Applied Biology
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