1U1903StandFree User
@1903standfreeuser
Diploma-qualified Paraplanner with expertise in financial planning.
United KingdomWhat I'm looking for
I am a Diploma-qualified Paraplanner with nearly three years of experience in a fast-paced wealth management firm. My journey has equipped me with a comprehensive understanding of financial planning across pensions, investments, protection, and IHT mitigation. I consistently maintained a Quality of Documentation score above 85% throughout my employment, showcasing my commitment to excellence and compliance.
In my role, I acted as a primary point of contact for client inquiries, demonstrating strong communication skills and providing comprehensive support. I prepared and maintained accurate client documentation and reports, ensuring compliance with regulatory standards. My ability to analyze client data, goals, and risk profiles has allowed me to contribute to tailored financial strategies that align with client objectives.
Additionally, I have engaged in continuous professional development to stay abreast of industry trends and regulatory changes. My collaborative approach with advisers and administrative staff has ensured seamless operations and high-quality client service delivery. I am passionate about enhancing my knowledge and skills in financial compliance and planning.
Experience
Work history, roles, and key accomplishments
Paraplanner
St. James’s Place – McKnight Associates Wealth Management
Jun 2022 - Present (3 years 1 month)
Maintained a Quality of Documentation score above 85% and acted as a primary point of contact for client inquiries, providing comprehensive support. Prepared and maintained accurate client documentation, reports, and presentations, ensuring compliance with regulatory standards.
Delivery Driver
Sainsbury’s
Nov 2021 - Jun 2022 (7 months)
Managed order assembly and delivery, maintaining a friendly and efficient approach while tracking daily undertakings. Resolved customer complaints and issues regarding incorrect or damaged items, ensuring customer satisfaction.
General Assistant
Spar
Jun 2019 - Nov 2021 (2 years 5 months)
Engaged with customers by operating checkouts, handling complaints, and answering product questions to ensure an optimal customer experience. Managed on-site assets, including stock control, rotation, and replenishments.
Telemarketing Agent
Penicuik Home Improvements
Jan 2017 - Feb 2018 (1 year 1 month)
Made outbound calls to prospective customers to introduce and promote home improvement products or services. Acquired in-depth knowledge of products to answer detailed customer questions and address objections effectively.
Education
Degrees, certifications, and relevant coursework
UDUniversity of Dundee
BEng. Mechanical Engineering, Mechanical Engineering
Grade: 2:1
Core Modules: Solid Mechanics, Engineering Mathematics, Control and Dynamical Systems, Engineering Materials, Engineering Design, Industry and Innovation, Thermofluids, Solid Mechanics and Materials, Fluid Mechanics, Robotics and Mechatronics, Computer Aided Engineering. Honours Project: Executed an analytical research and practical project, entitled ‘Investigation into the Fluid Mechanics of Bloo
UAUniversity of Aberdeen
MSc. Advanced Mechanical Engineering, Advanced Mechanical Engineering
Core Modules: Numerical Simulation of Waves, Advanced Composite Materials, Computational Fluid Dynamics, Fire and Explosion Engineering, Engineering Risk and Reliability Analysis, Mathematical Optimization, Finite Element Methods, Marine and Wind Energy. Individual Project: Carried out an independent research project, entitled ‘Deformation and Failure of Composite Materials’, utilising MATLAB comp
Availability
Location
United KingdomAuthorized to work in
Job categories
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