David Bethell Email & Phone Number

Bishopsgate, London

Financial Planning Consultant - delivering holistic advice for high net worth clients. This covers areas such as pensions, investments, insurance, trusts, inheritance tax planning and lifetime financial planning including cashflow modelling. I have been a registered CF30 since 01/02/2013 continuing under the new SMCR regime.

London, United Kingdom

Permanent Role working on a portfolio of clients on a financial adviser specific or individual basis. Client accounts were monitored and administered from cradle to grave and the role covered:• Dealing with clients, IFAs, banks, investment companies, solicitor’s etc. by telephone, e-mail and letter.• Participating in internal and external visits to advisers and direct clients in a courteous and professional manner. Building of existing and new relationships to improve company… Show more Permanent Role working on a portfolio of clients on a financial adviser specific or individual basis. Client accounts were monitored and administered from cradle to grave and the role covered:• Dealing with clients, IFAs, banks, investment companies, solicitor’s etc. by telephone, e-mail and letter.• Participating in internal and external visits to advisers and direct clients in a courteous and professional manner. Building of existing and new relationships to improve company perception and to encourage repeat and new business.• Providing cradle to grave administration on designated cases and providing a point of contact alongside working with consultants.• Providing all administration duties in line with company requirements and relevant legislation –e.g.- Purchasing commercial property with mortgages and co-ordinating the transactions with all the relevant parties- Purchasing unlisted shares- Processing loanback applications and co-ordinating security requirements with all relevant parties- Dealing with contributions and transfers in to the scheme• Monitoring bank balances to ensure sufficient funds are held to cover payments– e.g. pensions, mortgages, ensuring expected account credits are received– e.g. contributions, rent, interest, etc.• Invoicing clients in accordance with company Fee Schedules.• Completing Annual and specific Event Reports to HMRC.• Completing investments in accordance with HMRC guidelines.• Scheme data inputting (Swift) and maintaining all computer and manual records.• Assisting and training other staff members in all aspects of pensions including delivery of technical information as required by the company and regulation.• Following and improving departmental procedures. Working to improve culture and practices throughout the company and assisting with inter-office working and best practice. Show less

Hitchin

Permanent Role working in various departments including working on the Investments Team, New Business Team and SIPP Valuation Team dealing with Clients, Financial Advisors, other Life Offices and Key Account Executives and Sales Support: Dealing with investment sales for internal and external investments ensuring quick turnaround through effectively monitoring and chasing cases. Preparing, running and improving a professional customer interaction programme, running workshops with… Show more Permanent Role working in various departments including working on the Investments Team, New Business Team and SIPP Valuation Team dealing with Clients, Financial Advisors, other Life Offices and Key Account Executives and Sales Support: Dealing with investment sales for internal and external investments ensuring quick turnaround through effectively monitoring and chasing cases. Preparing, running and improving a professional customer interaction programme, running workshops with new starters, providing coaching for new and existing staff through call monitoring, and feedback.  Departmental IT Champion, providing support for staff and a point of contact for the IT Department. Preparing Valuations for policyholders and financial advisors, including complex manual calculation cases. This included gaining and presenting external valuations within the SIPP Valuations. Training for staff through departmental integration, including a professional customer interaction programme, running workshops with new starters, providing coaching for new and existing staff through call monitoring, and feedback. Dealing with customer enquiries and complaints. Handling New Business from application to vetting and completion of benefit payments. Dealing with Internal Key Account Executives and Sales Support to provide a quality service for financial advisors and clients. Running departmental awards and assisting in company newsletter articles. Leadership, assistance, planning, and co-ordination of various projects. Assisting with existing projects, including unmatched monies and charity projects. Show less

Hitchin

October 2004- June 2006; Hydrapower Systems & Distribution Limited - Office ManagerOffice manager and accounts co-ordinator for a small engineering firm based in Hitchin. The role involved: Preparing company accounts. This included raising sales invoices, checking and entering purchase invoices, bank reconciliation's, supplier payments and credit control. Planning and installing a (SAGE) computerised accounts system to replace historic manual and excel based system. I attended… Show more October 2004- June 2006; Hydrapower Systems & Distribution Limited - Office ManagerOffice manager and accounts co-ordinator for a small engineering firm based in Hitchin. The role involved: Preparing company accounts. This included raising sales invoices, checking and entering purchase invoices, bank reconciliation's, supplier payments and credit control. Planning and installing a (SAGE) computerised accounts system to replace historic manual and excel based system. I attended evening classes in order to assist with this. Arranging sales, including pricing discounts for customers and negotiating discounts with suppliers for a wide range of services and products. Project management of engineering projects up to the value of 20,000 GBP. Office management, which included the planning and implementation of ISO9001: 2000.  Handling customer and supplier queries. This includes responding to technical clarifications, sales returns, order queries and engineering case management. The creation of a corporate company web site. Assisting with some hands on engineering and service related work. Show less

Hitchin

The role involved working under pressure to provide confidential and accurate financial support to clients in a timely manner within the personal pension department. Areas covered included: Handling correspondence and telephone queries to provide concise answers to queries from Independent Financial Advisors, Policyholders and the Inland Revenue. Dealing with internal queries and pension related calculations. Providing information on company and individual pension performance… Show more The role involved working under pressure to provide confidential and accurate financial support to clients in a timely manner within the personal pension department. Areas covered included: Handling correspondence and telephone queries to provide concise answers to queries from Independent Financial Advisors, Policyholders and the Inland Revenue. Dealing with internal queries and pension related calculations. Providing information on company and individual pension performance via internal company systems. Worked as an individual and team member to achieve departmental, individual and company objectives. Show less

Hitchin

A role taken in the financial department of a medium sized organisation. The position incorporated: Production of SSAS Actuarial Valuation Reports for the Inland Revenue, Trustees and Independent Financial Advisors. Dealing with customer enquiries and complaints. Reviewing correspondence and case organisation on a day-to-day basis. Training employees in the use of company systems. Instigation of improvements and enhancements to document templates used by the… Show more A role taken in the financial department of a medium sized organisation. The position incorporated: Production of SSAS Actuarial Valuation Reports for the Inland Revenue, Trustees and Independent Financial Advisors. Dealing with customer enquiries and complaints. Reviewing correspondence and case organisation on a day-to-day basis. Training employees in the use of company systems. Instigation of improvements and enhancements to document templates used by the company. Show less

Financial Planning And Services

I am a Chartered Financial Planner, Fellow, and hold the Advanced Diploma in Financial Planning (alongside other CII qualifications) My.

Ba (Hons) Business Studies, Business Studies, 2.1

Education record