c
ceomarketeer

Savannah London

@ceomarketeer

Paraplanner

Großbritannien
Englisch, Französisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
Level 4 Qualified DipPFS | I am an energetic paraplanner who thrives in competitive yet collaborative business settings. Whether preparing IHT suitability reports or retirement cashflow models, I am known for keeping every case accurate and compliant. I bring high emotional intelligence and technical knowledge to my work, acting as a diligent bridge between clients and providers. I support independent financial advisors, SJP, Quilter, True Potential and more. ... Mehr lesen

Kompetenzen

c
ceomarketeer
Savannah London
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

Beratung zum Ruhestand
I will be your paraplanner and provide expert paraplanning and ifa admin support
Ab40 $ / ProjektWeitere Details

Arbeitserfahrung

Prudential

Self-employed Paraplanner

Prudential • Freiberufler

Oct 2023 - Present • 3 yrs 1 mo

Supporting Advisers across the entire case lifecycle on the vNext CRM system, from FactFind through pre-approval to case submission, taking end-to-end ownership of case files, records, and adhering to departmental and Consumer Duty standards. Researching and analysing clients' existing policies, pensions, and schemes across multiple software platforms to support accurate, compliant recommendations and maintain excellent data quality. Making case edits and revisions as necessary, ensuring cases remain accurate and audit-ready throughout the approval process. Keeping workflow records continuously up to date to enable accurate, timely management information across a busy, multi-client workload. Proactively flagging over/under capacity to clients and stakeholders, adjusting workflows to keep case volumes accurately reflected and manageable. Championing best practice across all adviser support and client-facing processes, ensuring consistent process and output quality. Acting as a key point of contact between Compliance specialists, advisers, and colleagues to ensure effective communication and a consistently great customer experience.