In addition to the core wealth analyst role:Teaching and developing Wealth Analysts and Graduates as a subject matter expert. Involved in many projects to test and improve efficiencies, enabling a better client service.

Preparing compliant and customised high quality, complex reports in the areas of Protection, Retirement Planning, Investments and Estate Planning based on individual circumstances. Undertaking file checks for others to determine quality. During this time I completed a 12 month secondment with the Quality Assurance file checking team.

Desktop review work that assesses the suitability of advice recommendations for regulated sales including pensions, investment and protection to personal and corporate clients. Analyse information and data from customer files from customer files and compare the customer outcome in accordance with internal and external rules and regulatory requirements in order to ensure that quality standards are achieved and effective remediation action taken.Maintain a thorough and accurate audit trail detailing all evidence and rationale for remediation approach.

Research and analysis undertaken personally to meet client needs and objectives.Preparation of suitability letter and reports.Developed and maintained internal relationships to sustain business flow and meet agreed targets.Provided technical support and qualified knowledge to advisers, adviser support and other team members where required. Ensured that any business conducted was done in a responsible and compliant manner, meeting all legislative requirements both internally and externally.

Professional financial advice given to corporate clients.Developed client and introducer relationships built on trust and expertise.

Customer facing role offering advice to clients on Investment Planning, Retirement Planning, Estates and Tax Planning and Protection to both personal and corporate clients.