● Role for ProActive Financial Planning required me to provide all aspects technical data to support the clients, admin, paraplanners, advisers and compliance within the firmMy main areas:● Processing LOAs, Checking and Collating DB Scheme Data (Including Reval/Esc/GMP, ERF, LRF, Scheme IRQs)● Checking Fact-Find and other supporting documents● Checking Prefered investment options for overseas clients● Preparing and Producing APTAs (Using SAP)● Preparing Cash… Show more ● Role for ProActive Financial Planning required me to provide all aspects technical data to support the clients, admin, paraplanners, advisers and compliance within the firmMy main areas:● Processing LOAs, Checking and Collating DB Scheme Data (Including Reval/Esc/GMP, ERF, LRF, Scheme IRQs)● Checking Fact-Find and other supporting documents● Checking Prefered investment options for overseas clients● Preparing and Producing APTAs (Using SAP)● Preparing Cash Flows (Using CashCal)● Producing Platform Illustrations (if required)● Suitability Letters were completed externally, but I checked for consistency and errors, before being checked by compliance and issued to clients. ● Managing the DB Paraplanning workflow spreadsheet, to make sure the 3 month CETV deadlines are met where possible. Show less

● Role for ProActive Financial Planning required me to provide administrative and technical support to my allocated advisers with the firmMy main areas:● Fund Research, Drafting suitability letters for the advisers, Updating client valuations, Updating Compliance, General administrative tasks, Running and maintaining the back office systems, Processing new business.

● Role for Wealthcare Ltd required me to provide administrative support to both Individual and Employee Benefit AdvisersMy main areas:Individual● Updating client valuations, Completing the files for the advisers assigned in an efficient manner, General administrative tasks, Running and maintaining the back office systems, Processing new business, Drafting suitability letters for the advisersEmployee Benefits● Quoting for new business, Processing letter of… Show more ● Role for Wealthcare Ltd required me to provide administrative support to both Individual and Employee Benefit AdvisersMy main areas:Individual● Updating client valuations, Completing the files for the advisers assigned in an efficient manner, General administrative tasks, Running and maintaining the back office systems, Processing new business, Drafting suitability letters for the advisersEmployee Benefits● Quoting for new business, Processing letter of authorities, Processing new & renewal business for group life (Including excepted schemes), CIC, income replacement & group pensions, Drafting suitability letters for adviser (including pension switching for scheme members), Adding new joiners and leavers to schemes (including qualifying workplace pension schemes, assessment, communications and joining), Handling telephone calls from scheme members along with product providers & clients, General office duties, scanning, photocopying, faxing, etc... Show less

● My role for AWD required I managed a number of Product Providers. ● Advisers write business for clients and for that business would generate Commission or Fees. Commission & Fee Processing● This would be in the form of Paper or Electronic statements.● I would manipulate the data to import into their database● If paper statements were large I would consider typing up in excel as this was far more efficient than manually processing