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 over £300 million and our employee benefits team manage a wide range of benefits packages for companies and charities from 5 to over 1,000 employees. We are a forward thinking organisation, big enough to provide a safe pair of hands for our customers and a good infra-structure for our employees, but still small enough to care about individual needs.ParaplannerWorking within an Independent Financial Adviser’s office as a Paraplanner to two Financial Advisers. Predominantly dealing with individual private wealth clients, however, also management of Employer Group Schemes. This is a demanding role that requires good personal motivation, excellent communication and organisation skills and good technical knowledge of products. In depth client meetings with Financial Adviser discussing client objectives and requirements resulting in recommendation and production of suitability reports.Provide detailed reports and analysis of clients portfolios. Provide performance of client portfolios against their benchmarks using the FE Analytics tool.Conduct market research and sourcing information for clients using applications such as IRESS, Selecta Pension and Synaptics. Administration of client data is managed by the use of Adviser office. Management of Employer Benefit Group Schemes for pension, health and life. Responsible for client files ensuring the information held is compliant

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 that requires good personal motivation, excellent communication and organisation skills and good technical knowledge of products. In depth client meetings with Financial Adviser discussing client objectives and requirements resulting in recommendation and production of suitability reports.Provide detailed reports and analysis of clients portfolios. Provide performance of client portfolios against their benchmarks using the FE Analytics tool.Conduct market research and sourcing information for clients using applications such as IRESS and Defaqto. Administration of client data is managed by the use of Adviser Office (1st Software)Ensuring that business is followed closely from cradle to grave to ensure quick completion within required timescales. Management of Employer Benefit Group Schemes for pension, health and life.Immediate response and investigation of client enquiries.Ensuring the clients stated attitude to risk is in line with the recommended fund choice. Responsible for client files ensuring the information held is in line with compliance standards.Preparation of presentations for client visits and new business seminars.Liaison with providers, preparation of illustrations and valuations if required.

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. In addition on reviewing clients I would provide a detailed report based on the performance of the clients investment holdingsResponsible for the administration of the adviser’s client bank via Adviser Office, ensuring that commissions were received and applied. Follow up of authority and applications ensuring they are applied in a timely fashion.

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 to queries and follow up of adviser pensions and investment enquiries.

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 and the production of Financial Analyses ensuring consistency and quality control to an effectively high standard.