Experience

Parafinity

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chief Operations Officer

  • Nov 2016 - Present

  Bristol, United Kingdom Delivering top notch technical support services to UK's Financial Planning industry. The proposition is simple - pay for what you outsource. No more; no less. Modular: - Choose which aspects of the case you want to do in-house, if any, and give the rest to us Ongoing: - We can be on-hand in a variety of different ways to answer your technical queries, bounce around ideas & chat Consultation: - We can help you to transition through system and process… Show more Delivering top notch technical support services to UK's Financial Planning industry. The proposition is simple - pay for what you outsource. No more; no less. Modular: - Choose which aspects of the case you want to do in-house, if any, and give the rest to us Ongoing: - We can be on-hand in a variety of different ways to answer your technical queries, bounce around ideas & chat Consultation: - We can help you to transition through system and process improvements, structural and procedural change to get the most out of your financial planning practice Show less



Grant Thornton UK LLP

• United Kingdom
• Accounting
• 700 & Above Employee

• Senior Paraplanner - National Wealth Advisory

  • Jul 2014 - Nov 2016

  Bristol Senior Paraplanner within the National Wealth Advisory Practice • Working alongside wealth advisers to enable HNW clients to plan their current and future requirements through the review of existing plans, analysis of data, and drafting bespoke reports covering complex solutions in a client friendly format • Using extensive technical and practical knowledge of pensions, life and investment products • Providing technical support and training to junior team members • Acting as a… Show more Senior Paraplanner within the National Wealth Advisory Practice • Working alongside wealth advisers to enable HNW clients to plan their current and future requirements through the review of existing plans, analysis of data, and drafting bespoke reports covering complex solutions in a client friendly format • Using extensive technical and practical knowledge of pensions, life and investment products • Providing technical support and training to junior team members • Acting as a mentor to other paraplanners, reviewing work and providing feedback • Working closely with the administration team to ensure clients receive support of the highest quality Show less



Sanlam UK

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Jul 2013 - Jul 2014

  Bristol, United Kingdom A key member of a busy centralised Paraplanning team, providing technical support to over 50 advisers around the country in the form of research and analysis, identifying suitable solutions, together with detailed reports around pension funding, annuities, drawdown, general reviews, new business for Bonds, ISAs, general investments and long term care.

• Senior Paraplanner - Wealth Advisory for Grant Thornton Partners

  • Jul 2009 - Jul 2013

  Bristol, United Kingdom Senior Paraplanner within Wealth Advisory providing advice to Grant Thornton’s Partners and family • Working in close conjunction with the adviser to agree upon tailored recommendations for clients • Overseeing the work of the paraplanning and administration team and delegating tasks as required • Managing, training and developing the paraplanners and assistants • Taking the lead on developing and implementing new policies and procedures to improve internal processes



Moore Stephens Financial Services

• United Kingdom
• Financial Services

• IFA Administrator

  • Jan 2008 - Jul 2009

  Bath Working alongside a key adviser specialising in pensions to: • provide organised administration to promote the advice process and ongoing servicing of clients’ portfolios • carry out product research, request product information and quotations • process new business • build rapport with clients and product providers