Sadie Haunch (BA Hons)
Trainee Paraplanner at ALLISONS FINANCIAL PLANNING LTD- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
LinkedIn User
Sadie is an intelligent, hard working professional. What she knows in regards to the financial planning process is remarkable. Sadie was my mentor to whom I directly reported to, she is an brilliant teacher with the patience of a saint and is a credit to any organisation who is lucky enough to have her.
LinkedIn User
Sadie is an intelligent, hard working professional. What she knows in regards to the financial planning process is remarkable. Sadie was my mentor to whom I directly reported to, she is an brilliant teacher with the patience of a saint and is a credit to any organisation who is lucky enough to have her.
LinkedIn User
Sadie is an intelligent, hard working professional. What she knows in regards to the financial planning process is remarkable. Sadie was my mentor to whom I directly reported to, she is an brilliant teacher with the patience of a saint and is a credit to any organisation who is lucky enough to have her.
LinkedIn User
Sadie is an intelligent, hard working professional. What she knows in regards to the financial planning process is remarkable. Sadie was my mentor to whom I directly reported to, she is an brilliant teacher with the patience of a saint and is a credit to any organisation who is lucky enough to have her.
Experience
-
ALLISONS FINANCIAL PLANNING LTD
-
Financial Services
-
1 - 100 Employee
-
Trainee Paraplanner
-
Jan 2022 - Present
• Mentoring and supervising junior members of staff on the firm’s systems and processes• Allocating new business cases to the team• Genovo report writing• ISA & ISA transfer suitability reports • General investment account suitability reports • New pension plan suitability reports• Fund switch reports• Submitting new business• Selectapension research• CashCalc cashflow modelling • Dynamic Planner fund mapping• Ensuring that all client files are compliant • Top ups• Withdrawals • Updating the back office Intellifo system Show less
-
-
Financial Administrator
-
Oct 2019 - Jan 2022
• Annual reviews • New financial reviews • Letters of authority • Liaising with providers, paraplanners and financial advisers• The case owner and point of contact for clients • ISA & ISA transfer suitability reports • General investment account suitability reports • New pension plan suitability reports• Fund switch reports• Submitting new business• Selectapension research• CashCalc cashflow modelling • Dynamic Planner fund mapping • Ensuring that all client files are compliant • Top ups• Withdrawals • Updating the back office Intellifo system Show less
-
-
Education
-
2023 - 2023
Chartered Insurance Institute
R02, Financial Planning and Services -
2022 - 2022
Chartered Insurance Institute
R01, Financial Planning and Services -
2016 - 2019
Edge Hill University
Bachelor's degree, History
Community
