Experience

Just Financial Group Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Practice Manager/ Paraplanner

  • Aug 2016 - Present

  Office management and staff training together with paraplanning duties, including product research and comparisons using various research tools, fund charting and comparisons, report writing and liasing with clients and providers. Office management and staff training together with paraplanning duties, including product research and comparisons using various research tools, fund charting and comparisons, report writing and liasing with clients and providers.



Premier Wealth Managers Ltd

• Glasgow, United Kingdom

• Paraplanner

  • Jul 2013 - Jul 2016

  PARAPLANNER •Product research and comparisons using research tools such as Defaqto, O&M Systems, SelectAPension, Assureweb, Synaptics and Dynamic Planner. •Trustnet fund charting and fund comparisons •Charges comparisons / replacement analysis •Suitability report writing •Liaising with clients and providers regarding ongoing advices •Review of client portfolios / valuations •Discuss client requirements with advisers and be able to recommend suitable products for clients’ needs and objectives •Working within FCA and company guidelines to ensure files remain compliant •Oversee new business submissions and complete compliance submissions as per company guidelines •Staff training – working with and mentoring sales support assistants to allow them to progress to paraplanning level. Show less