Working with 2plan to ensure that advisers are following business standards, processes and compliance, and that the research, files and suitability letters are consistent.I have previously gained specific paraplanning experience with an IFA in Leeds, providing support to advisers with their fund research & data analysis, report writing and technical administration, whilst also ensuring compliance standards are met. Prior to this I worked in the offshore market, assisting expatriates towards achieving their personal financial goals and objectives with Three Sixty Financial Inc. from May 2003 to November 2017, including managing investment allocations in portfolios to meet risk-reward objectives.Working with clients in Malaysia as well as maintaining client contact and support with existing clients who have relocated, including those now based in North America, Europe, Africa, Asia and Australia.Specialties: Financial planning for expatriates covering wealth creation, wealth management, wealth protection and bespoke advice, including using a registered agent of HMRCSavings towards property deposit or mortgage repayment, education fees and retirement, including UK Frozen Pensions Analysis & SIPP/QROPS TransfersOngoing reviews and servicing of existing offshore life assurance policies.Maintaining and reviewing client databases, as well as co-ordinating targeted campaigns for new clients and marketing opportunities for further business.Providing technical support and guidance for other employees, both in office and overseas.