Experienced paraplanner with expertise in preparing suitability reports, conducting fund research, and ensuring FCA compliance. Skilled in supporting advisers with recommendations for pensions, investments, and insurance, while proficient in using platforms like Intelligent Office and Voyant for tailored financial planning.
Successfully supported advisers in delivering tailored financial recommendations and creating compliant, client-focused financial plans using Intelligent Office and Voyant, enhancing overall efficiency and client satisfaction.
