My role at Finch Financial Services LLP was Paraplanner to one of the top writers of business. I was responsible for collating client data, interpreting fact-finds, and documenting the recommendations in a Suitability Report for presentation to clients.
I was responsible for making product and investment fund selection recommendations to the IFA. As such, I am extremely familiar with research tools such as Citywire, Standard, Poors and Analytics. I specialised in pensions and onshore / offshore investments, but was also required to produce reports relating to protection products. I was able to write concise yet easy to understand reports which were fully compliant with FSA legislation.
I attended internal Investment Committee meetings and offered input on the suitability of the asset allocation models to the prevailing economic conditions, and on the selection of investment funds which yielded above average results without an adverse risk to clients.
In order to remain up-to-date with the latest products, sales ideas, and tax angles that would appeal to clients, I regularly met with Sales Consultants from Life Offices.
Upon conclusion of my research and the accompanying suitability report outlining the recommendations, I oversaw the administration of the New Business Team and ensured the business was concluded as soon as possible. I also ensured that client records were fully updated on the Administration System (Quay).