Experience

75point3 Chartered Financial Planners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Sep 2018 - Present



Clear Cut Financial Planning

• Paraplanner

  • Jul 2014 - Sep 2018

  At Clear Cut Financial Planning, I liaise with the Chartered Financial Planners to develop strong, reliable outcomes for our clients. I assist the advisers in developing robust model portfolios, that are risk-rated to a range of risk profiles and investment terms, as well as creating business submissions for new cases, and reviewing existing clients' plans to ensure they are delivering on expectations and fulfilling their investment potential.I am also progressing through my professional qualifications with the CII, to become a diploma qualified paraplanner (DipPFS) (CertPFS), and regularly take part in professional development with my peer group, sharing best practice ideas and evaluating ways to improve our service to clients.