Hilary Wise Ba (Hons) Apfs Dm Email & Phone Number

Cheltenham

Cheltenham, England, United Kingdom

Gloucester, England, United Kingdom

Cheltenham, Uk

Paraplanner to Senior Pensions Consultant (& Director). Team leader of the Adviser Support administration team.

Cheltenham, Gloucestershire, United Kingdom

Paraplanner to Senior Pensions Consultant and Group Pensons Adviser. Team leader of the Adviser Support administration team.

Cheltenham

 Research and analysis of existing client pensions for suitability and production of client friendly technical synopses for advisers and clients On-going client investment reviews on a six monthly basis, includes annual allowance, carry forward and other tax calculations where required Co-ordinating and training junior members of the support team to manage workflows and ensure high standards of working Suitability Report writing from template reports for pension switches and investment business Pension and Investment related new business tasks such as producing application documentation, submission of business and compliance procedures Corresponding via telephone and email with clients and product providers Submission of group pension schedules for c. 1900 member schemes Administering bulk client activity such as advisory rebalancing instructions Responsible for at retirement preparation for pension clients

Cirencester, Uk

SIMS (School Information Management System) is a trusted world-class management information system used by over 500 independent and international schools in 42 countries worldwide.I am working in the Internal sales team, for the International side of the business working with clients from each and every continent! My role is to find and create as much new business leads for the international team to grow and expand SIMS.net around the world.

Cheltenham, Uk

Temporary Role in customer service to build my skills and experience in order to start my career having finished university.

Cirencester, Uk

I was a long standing member of the Bar and Waiting Team at the Bathurst Arms. Set in the picturesque village of North Cerney right on the edge of the River Churn, the Bathurst Arms offers the intimacy of a traditional Inn, combined with the high standards of food, wine and accommodation, expected by today's discerning traveller.

Ba (Hons), Economics And Politics, 1St

Activities and Societies: Member of Polsoc, Econsoc, Skisoc and photosoc. Department Open Day Tour Guide (2009-2012) Principle organiser.

Economics, History And Religious Studies A Levels, Aab

Activities and Societies: School Prefect, Member of School Choir, Head audio/visual technician.