I provide individual tailored financial advice to both individuals and companies primarily based in the Orkney Islands, ensuring they receive the correct financial advice for each unique circumstance. St. James's Place Wealth Management has built its success through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. As a Senior Partner Practice of St. James’s Place, Gregor Howitt Wealth Management Ltd is able to combine the advantages of dealing with a professional financial institution while ensuring our clients receive a trusted personalised local service.The St. James's Place proposition is further enhanced by its distinctive approach to investment management.

Primarily providing financial advice to corporate, individual and high net worth clients. Slight focus upon pensions and insurance; but also advice on estate, investments planning. Most of my role involved servicing the existing client base but also a significant part of the role was new business.Responsibilities Included:• Production of suitability letters and construction of advice.• Client meeting and managing client relationship.• Financial planning strategy.• General office duties.

• Client relationship management.• Compilation of client reviews.• Development and implementation of marketing material, both across the lending and financial planning divisions.• SOA checking.• Client research, fact checking and information gathering.• Financial planning strategy• Liaising with service providers with respect; organising further product knowledge across the group, problem solving/trouble shooting, dispute resolution.• Processing and completion of business, including; insurance, investments, margin loans, superannuation, mortgages and property business. Financial providers include MLC, Aviva, ING, Adelaide Bank/Leveraged Equities, St George, AMP, Asteron, CommInsure, AXA, Macquarie and Perpetual.• Implementation of key business infrastructure, including; national business completion model, coordination of internal and external compliance.• General office duties.

Key Responsibilities:• Management of client portfolio of over 100 ASX and NZX listed companies; majority ASX 200, including ASX top 20 and NZX top 10 corporations.• Quarterly client meetings.• Client training in respect to; report analysis, investor relations database and platform.• Daily monitoring of all clients news, market pricing and indexes, monitor client expectations and ensure further level of market monitoring.• Compilation of monthly board reports, including corporations in the ASX20.• Investor relations product sales and business development, initial contact through to up-selling to existing portfolio.• Client presentations, particularly in respect to general investor relations strategy, short selling/stock lending, AGM/EGM proxy voting and institutional investor relations.• Coordination of capital raising ventures between client, investment banking firms and internal capital raising team.• Coordination of ownership monitoring in respect to mergers and acquisitions, this encompassing the largest mergers/acquisitions in the domestic market in previous 2 years.• Compilation and final checking of investor relations reports.• Client product coordination to ensure smooth and swift delivery of information, reports and products to corporate investor relations teams.

• Management of over a team of five research analysts in UK and Australia.• Hiring, training and development of research team and analysts.• Content manager and quality control for investor relations research database and platform.• Monitoring and approval of all in-house research.• Implementation of global research strategy and development of investor relations research product structure.• Overseeing and editing weekly news articles based upon; recent market news and movement, research compiled by research team and new institutional entrants into the investment market.• Preparation of financial reports including; ownership structure for public corporations, stock lending impacting public corporations and market, investor voting instructions upon proxy voting and institutional investor profiles.• Coordinated between IT, management and research department to consolidate 6 separate web based products into central investor relations platform; miraqle.

• Buy and sell side institutional investor relations research.• Preparation of investor relations reports, including investor ownership, breakdown of voting intentions for public company meetings and specific investor styles and targeting for corporate investor relations strategies.• Investor perception studies; determining investor perception and opinion on current company management and investor relations processes.• Compilation and publication of weekly news articles based upon; recent market news and movement, research compiled by research team and new institutional entrants into the investment market.• Compilation of 672 (Corporations Act) responses from custodians and registers.• Data entry.