William Nevill Email & Phone Number

London, United Kingdom

• Manage the day-to-day client relationship by providing regular updates, addressing enquiries, and scheduling review meetings. • Attend meetings with the Financial Planner, capturing accurate meeting minutes that comprehensively outline the gathered information regarding clients' financial goals and requirements. • Collaborate with the Financial Planner post-meetings to evaluate client circumstances and actively participate in developing and executing a financial planning strategy aligned with clients' objectives and goals. • Conduct research and analysis of suitable products and services tailored to each client's financial situation, subsequently discussing appropriate solutions with the Financial Planner. • Overseeing the management and prioritisation of recommendation reports to ensure clients receive reports in a timely and efficient manner.• Writing recommendation reports, ensuring compliance with regulatory standards for review by the Financial Planner. • Take responsibility for the timely implementation of recommendations. • Stay updated on industry trends, compliance requirements, and regulatory developments and recording this on your CPD log.• Adhere to the principles of the Consumer Duty legislation to optimise outcomes for our clients.

London, United Kingdom

• Provide technical support and back up to the Chartered Financial Consultant• Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients in conjunction with the paraplanning team• Facilitate all advice within a strict ethical and compliance framework and under supervision of the Chartered Financial Consultant• Deal with client and insurer queries to completion via the telephone or in writing• To conduct group scheme meetings with clients referred by the Company in an effective and efficient manner• Ensuring technical knowledge is kept up to date and that CPD records are filed monthly for compliance purposes• Providing clear work requests to allow back office to support the client bank effectively whilst following processes • Developing a robust review process for clients of the Chartered Financial Consultant and ensuring that service is delivered in line with the agreed fee / retainer / service level• Ensuring that internal systems are used effectively and accurately, and that client detail is recorded and kept up to date

London, United Kingdom

• Prepare suitability reports for review / new business cases• Work closely with consultants and administrators to ensure clients receive an outstanding level of service• Conduct research for the preparation of financial planning reports• Prepare client review documents• Provide technical support to the consultant / administration team• Contribute to the generation of financial planning ideas• Provide financial planning content for marketing material• Proficient using systems such as Selectapension and Financial Express Analytics

London, United Kingdom

• Responsible for the administration of two consultants who generated income of approx. £500k in the last financial year• Processing new business from submission to completion• Maintaining compliant client records electronically on Intelligent Office • Answering client enquiries and dealing with their queries as best as possible • Placing fund switches daily with online platform providers ensuring that these were 100% accurate

London, United Kingdom

• Obtaining information and quotations required by Consultants / Paraplanners• Processing new business from submission to completion• Maintaining compliant client records electronically on 1st • Answering client enquiries and dealing with their queries as best as possible • Generating client valuations in Excel to a highly detailed and concise level• Covering for colleagues where required

Education record

Education record