Head of Technical and Paraplanning services
Managing our technical and paraplanning work, I am the primary point for assisting with technical queries and checking work prior to submission, including calculations or complex letters.
I also help produce our bespoke cash flow modelling reports for clients, working closely with the advisers and financial modelling software tools.
I help produce Pension suitability reports including Pension & Divorce pre-retirement and at retirement, pension consolidation, property purchase SIPP, at retirement, annuity, new pension recommendations, assisting the financial planning advisers in building competent and compliant reports. These include investment suitability reports including EIS, ITS(BR), ISA, GIA, GIA to ISA, Replatforming, Investment Bond encashment and trustee investments, whole of market research is needed. I also produce FE Analytics research, including portfolio comparisons in terms of performance and volatility.
All designed to ensure that each and every client gets the plan specifically targeted and appropriate for them, which is both compliant and competent.