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.
• 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.
• 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.

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.

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.

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.

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.

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