Paraplanner of a Senior Partner of St. James’s Place. Help financial advisers help clients meet their financial planning goals.

• Provided outsourced Paraplanning to Financial Advisers, for clients from variety of wealth backgrounds. • Established the ability to write quality, well-structured suitability reports detailing client objectives, advantages and disadvantages of the recommendations, in addition to other technical, financial information.• Excellent communication developed via written, telephone and email correspondence.• Worked as part of a team, helping others when required. • Proficient… Show more • Provided outsourced Paraplanning to Financial Advisers, for clients from variety of wealth backgrounds. • Established the ability to write quality, well-structured suitability reports detailing client objectives, advantages and disadvantages of the recommendations, in addition to other technical, financial information.• Excellent communication developed via written, telephone and email correspondence.• Worked as part of a team, helping others when required. • Proficient technical knowledge attained of Individual Savings Accounts, Collectives and Pensions. • Experience of mortgage and protection planning. • Knowledge of alternative investments, such as Enterprise Investment Schemes and Venture Capital Trusts. • Good understanding of the financial planning process, including collecting client data, risk assessment, making recommendations and implementing solutions.• Used FE Analytics to research investment funds, produce asset allocation charts and performance comparisons. • Cash flow analysis experience, using systems such as Voyant and Cashcalc. • Capable of producing illustrations and collating required documentation. • Keep up to date with financial and economic developments through regularly reading financial websites, such as Professional Adviser and New Model Adviser. Show less