Paraplanner

• Aug 2022 - Present

Assisting the Investment Director, forming part of the ultra high net worth team, no day is the same at Forrester Boyd Wealth Management. Assisting the Investment Director, forming part of the ultra high net worth team, no day is the same at Forrester Boyd Wealth Management.

Paraplanner

• May 2022 - Aug 2022

Senior Paraplanner

• Aug 2019 - May 2022

I worked on a variety of tasks, from initial client engagement through to the review process, for both individual clients and substantial businesses, low risk products, through to high risk EIS’. My day to day work life is extremely varied and I easily adapt my skill set dependant on client need and category. I was responsible for client applications, advice letters which range from Pensions to taxation, cashflow reports, performance and investment analysis, including the construction of performance numbers against market benchmarks and construction of model portfolios, alongside general financial administrative tasks when required. For the last 12 months, I attended client meetings alongside the Financial Adviser and am confident in my abilities to liaise directly with the Adviser, answering queries and presenting our recommendations. Within three months of starting with Vobis Limited, I completed my R05 qualification with a mark of 86% and have since completed all R0 exams. Show less

Customer Relations

• May 2014 - Aug 2019

Previously, I worked in Customer Relations and Marketing, along with assisting the Head of Business and the Sales department where ever possible with any duties that may help to ensure the smooth running of the dealership. It was my responsibility to deal with all different aspects of customer services and had adopted the responsibility of ensuring that staff training was up to date, which often involved booking travel arrangements for staff and dealing with any issues my colleagues may have had. When assisting the Head of Business, I often handled confidential and personal information with regards to other colleagues and believe I have a strong understanding of Human Resources. I also enjoyed helping to organise events both on and off site and their marketing and would liaise with other companies to ensure that this was done efficiently so as to avoid any problems on the day. I worked with the sites DCM system and maintained the company website, updating the cars photos and details on a weekly basis. Furthermore, since November 2016, I had been given the responsibility to market all used vehicles, from the initial trade in moment, the journey onto the site forecourt and the online marketing of the vehicles. I also priced the cars in the showroom using the silent salesman along with Jaguars online configurator, displayed cars both in the showroom and on the pitch and presented the approved used boards in our used car range. Show less

Paraplanner

• Aug 2012 - May 2014

I previously worked as a Paraplanner at a prestigious Independent Financial Firm. In my first full time position, I began as a Receptionist before quickly moving up to assisting the Managing Director within two months of my arrival. It was my responsibility to research the most appropriate products for the client based on their risk assessment and their requirements, before collating the relevant information for the Advisor to forward onto the client. I then processed all of his new business, reviewed existing clients and assessed the needs of substantial clientele and businesses, ranging from insurance products to Group Personal Pensions. I also arranged appointments for the Managing Director and provided assistance with his day to day administration and the running of the company. Show less