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.

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

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

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