Paraplanner

• Sep 2016 - Present

Cooper Parry is the largest independent firm of Chartered Accountants and business advisers in the Midlands and was recently announced in The Sunday Times 100 Best Small Companies to work for 2016. We are a team of 350 passionate people, delivering a broad spectrum of professional business services, up-to-the minute technical expertise and personal advice to businesses and individuals across the Midlands, UK and Internationally. Cooper Parry is the largest independent firm of Chartered Accountants and business advisers in the Midlands and was recently announced in The Sunday Times 100 Best Small Companies to work for 2016. We are a team of 350 passionate people, delivering a broad spectrum of professional business services, up-to-the minute technical expertise and personal advice to businesses and individuals across the Midlands, UK and Internationally.

Paraplanner

• Feb 2013 - Sep 2016

Research across the market for all product areas, making recommendations consistent with client requirements. Main areas of expertise are Pensions, Long Term Care, Term Assurance/Critical Illness, Investments. Compliant suitability letters/reports Identifying clients needs and objectives and assess their situation and attitude to risk Arrange/collate the necessary information and paperwork i.e. reconcile portfolio valuations in preparation for client review… Show more Research across the market for all product areas, making recommendations consistent with client requirements. Main areas of expertise are Pensions, Long Term Care, Term Assurance/Critical Illness, Investments. Compliant suitability letters/reports Identifying clients needs and objectives and assess their situation and attitude to risk Arrange/collate the necessary information and paperwork i.e. reconcile portfolio valuations in preparation for client review meetings Ensuring necessary compliance checks are compiled and recorded Wrap Platforms Point of contact for existing clients for general enquires Process and monitor new business Show less Research across the market for all product areas, making recommendations consistent with client requirements. Main areas of expertise are Pensions, Long Term Care, Term Assurance/Critical Illness, Investments. Compliant suitability letters/reports Identifying clients needs and objectives and assess their situation and attitude to risk Arrange/collate the necessary information and paperwork i.e. reconcile portfolio valuations in preparation for client review… Show more Research across the market for all product areas, making recommendations consistent with client requirements. Main areas of expertise are Pensions, Long Term Care, Term Assurance/Critical Illness, Investments. Compliant suitability letters/reports Identifying clients needs and objectives and assess their situation and attitude to risk Arrange/collate the necessary information and paperwork i.e. reconcile portfolio valuations in preparation for client review meetings Ensuring necessary compliance checks are compiled and recorded Wrap Platforms Point of contact for existing clients for general enquires Process and monitor new business Show less

Client Executive

• Sep 2010 - Feb 2013