Building on the management of the paraplanning team in my previous role, my responsibilities gradually increased to encompass oversight of T&C, compliance, administration and paraplanning. I led business-wide efficiency improvement initiatiatives and had responsibility for FCA-compliant processes.

Managing 10 highly qualified paraplanners to support approximately 20 advisers together with responsibilities in respect of compliance, technical research and product due diligence, and operational risk management. I also have experience in recruitment and T&C.Experienced in all areas of financial planning with particular emphasis on tax planning and investments, including structured products, VCTs, EISs and offshore investments.

Pre- and post-sales support to two chartered financial planners. Holistic financial planning services for high net worth clients.