Paul Stocks Email & Phone Number

Yorkshire And The Humber

Authorised and regulated Independent Financial Adviser and Partner with award winning Continuum (Financial Services) LLP offering whole of market, impartial financial advice to individuals and corporate clients.Areas of personal financial advice offered include general financial planning, savings and investments, retirement planning / pensions, lifetime cash flow modelling, care fees planning and protection (life cover).Corporate financial advice includes, but is not limited to, corporate investments, company pension schemes (including Auto Enrolment), business protection (Keyperson) and succession planning (shareholder protection).

Doncaster / Scunthorpe / Yorkshire & The Humber

Authorised and regulated Independent Financial Adviser and decision maker in the financial services arm of Dobson and Hodge Ltd. Key areas of work involved personal financial advice (financial planning, savings, investments, retirement planning, long term care planning and protection. Corporate advice incorporated company pension schemes (including Auto Enrolment), business protection and succession planning.

Leeds / Regional

Independent Financial Adviser responsible for advising corporate and private clients in respect of savings, investments, group and individual retirement planning and protection. Corporate clients ranged from 'one man band' and SME businesses through to large listed companies and services included offering on going advice and consultancy to group pension schemes. Responsibilities also extended to being accountable for a team of advisers with regard to their supervision and personal development along with the achievement of the firm's strategy and targets.

A member of the Prudential's 'Worksite Marketing' team which involved being a qualified financial adviser and working with public sector organisations to raise the awareness of their pension scheme benefits and how Prudential offered a way to 'top up' those benefits. The role also involved communicating the nature of Prudential pension schemes where the Firm ran the 'main' pension scheme (in the private sector). Significant amounts of work related to the Teachers, Local Government, NHS and University (USS) pension schemes and occupational money purchase pension schemes.

Grimsby / Scunthorpe

Tied financial adviser during a period where existing skills were adapted to reflect the need of offering a range of financial products including life cover, savings and investments and also pensions. The role required a proactive approach to generating business opportunities along with self motivation whilst also delivering outcomes in line with client needs and Company targets in a regulated environment.During this year, Financial Planning Certificates 1,2 and 3 were all studied for and passed at the first attempt whilst also satisfying the necessary requirements to be a qualified Financial Adviser.

Scunthorpe

The role required the agreement of local standards in line with global 'best practice' healthcare methods and then auditing the practice of the Trust against these standards in order to measure the Trust's effectiveness. The role involved working to deadlines and, in many cases, leading a team in order to compile the necessary data against which the standards were being measured. Attention to detail was also critical. Audit results would be delivered to the multidisciplinary professionals involved with the care, with shortcomings forming a part of the Trust's plans and objectives to improve patient care.

Scunthorpe

The position involved resolving problems encountered by customers, Solicitors and Lloyds Bank branches during the mortgage application process. Decision making was important along with work organisation and composure. Additional responsibilities were soon taken on and due to experience in the office, a proactive approach and lateral thinking, reports and documents were compiled on behalf of line managers to discuss business proposals, workflow efficiency and other general office process improvements. Supervisory experience included staff and workflow organisation, monitoring and staff training for the department. From September 1997 this employment reduced to part time in order to facilitate full time Degree studies.

2:1 Ba (Hons), Business Studies

Hnd, Business And Finance, Distinction