Paraplanner

• May 2021 - Present

Assistant Manager (Senior Paraplanner), Wealth Advisory

• Oct 2015 - Dec 2019

Lead paraplanner, responsible for managing the paraplanners for a financial advisory team providing financial planning advice to Grant Thornton Partners, retired Partners and their families. • Overseeing and managing the workload of a team of paraplanners, ensuring work is completed to a high standard within deadlines• Providing technical support to advisers in technical meeting preparation, cash flow modelling, reviews and follow up work• Producing suitability reports for clients on a wide range of financial planning areas including, investment, retirement, protection and estate planning • Carrying out research and analysis of client financial situations, their existing arrangements and identifying appropriate planning solution opportunities• Dealing with client technical queries where appropriate• Mentoring new and junior members of the team• Developing new processes, research tools and report templates to improve consistency of work across the team Show less

Financial Planning Executive (Paraplanner Dip PFS)

• Jul 2013 - Sep 2015

Financial Planning Associate

• Apr 2010 - Jul 2013

Provided administrative support for the financial advisory team offering financial planning advice to the Grant Thornton Partners, retired Partners and their families. • Providing administrative support to advisers and paraplanners• Dealing with any administrative actions following client meetings• Processing and implementing new business• Communicating with clients on financial administration matters• Maintaining client records and databases• Responsible for managing compliance records for the department in line with FCA regulations• Training and Competence coordinator for the advisers, helping them to achieve and maintain their Continued Professional Development (CPD) records• Treating Customers Fairly (TCF) representative, ensuring the team understand and comply with the company’s TCF principles Show less

Administrator

• Sep 2008 - Apr 2010