- BA in I.T. and Accountancy.
- Working towards completing my Diploma in Regulated Financial Planning.
As part of the Wealth Planning team, I work closely with our administrators, advisers and my fellow paraplanners to create and deliver clearly written, properly researched financial planning reports to clients.
As part of my role in the Wealth Planning Team I ensure that the advisers are supported in providing the best possible level of service to our clients.
I am involved in the research of solutions and managing financial plans for our clients.
I also monitor any regulatory changes to ensure that our clients are kept up to date at all times. Legislation in the Financial Services industry is constantly changing and we need to ensure that we are up to date and keep our clients informed of the relevant changes.
Our Wealth Planning clients receive an ongoing service to ensure that their underlying investments are on track to meet their objectives, and as part of this I regularly prepare investment reviews, suitability reports and recommendation reports for clients.
I have also been involved in reviewing client investments and pensions to keep tham on track and up dated. There is no 'typical' investment client and each report and review is individually prepared to reflect and address each client's needs and appetite for investment risk.