Technical Financial Adviser / Paraplanner
Trinity Wealth Management
Total years of experience :3 years, 1 Months
Technical Financial Adviser / Paraplanner (Jan 2020 - May 2023) Giving technical support in ESG investing and holistic advice to retail clients. Researching investments and platforms, performing technical and risk analysis to support advice with the use Cashflow Planning & Risk Profiling Tools e.g. CashCalc, Defaqto, FinaMetrica etc., working closing with Discretionary Investment Managers who specialised in ESG portfolios e.g. EBI and Wellth and user friendly platforms e.g. Transact and Parmenion, organising & supporting advisory meetings, collating client information, maintaining client records & writing suitability reports. Role required a remarkably high level of communication, ethical sales methods, quality of documentation, in-depth learning ability, trust & confidence.