Simon Challis Email & Phone Number

Worship Street, London

London Wall

Money Wise Independent Financial Advisers was founded in 1997 and is now a highly respected IFA firm with offices in Bath, Cambridge, London and Bournemouth. Working with private clients, other professional advisers and business owners, the company has been providing reliable independent financial advice for over 17 years.Our private client team manage.

London, United Kingdom

Paraplanner and Office Manager Working within an Independent Financial Adviser’s office as a Paraplanner to two Financial Advisers together with the responsibility for the day to day running of the administration team. Predominantly dealing with individual private wealth clients, however, also management of Employer Group Schemes. This is a demanding role.

London Area, United Kingdom

Working within an Independent Financial Advisers office as a Paraplanner to one financial adviser, providing immediate contact support for client enquiriesFollowing client meetings I would provide the adviser with market research using applications such as Avello Exchange and pension profiler to produce suitability reports based on adviser recommendations..

Delivery of a high quality service to Independent Financial Advisers supporting broker consultants to meet their targets. Originally employed as a Sales Support Administrator, I was promoted to a Sales Support Account Executive working for 3 Broker Consultants. Build and maintain relationships with IFAs acting as central point of contact providing response.

London, United Kingdom

A successful career within the retail division, providing support on pensions, investments and general insurance through the direct sales force.Originally employed as a Data Entry Clerk, I was quickly promoted to a Technical Specialist of the high net worth sector ‘Prudential Private Financial Planning ‘providing technical support to over 100 consultants.