Greater Portsmouth Area
Chartered technical paraplanning specialist with experience supporting advisers across complex pension, retirement, investment and estate planning cases within both permanent and contract environments. Experienced operating within adviser-facing teams across remote and fast-paced advisory settings, contributing to suitability analysis, technical research, complex casework and client outcome delivery. Strong background across pension switching, drawdown, replacement business and Defined Benefit pension transfer support. Known for delivering technically robust and commercially practical support while integrating quickly into established advisory environments and maintaining high standards of accuracy, suitability and client service.
Supported the CEO and lead adviser across complex pension, investment and estate planning cases, providing technical analysis, suitability support and bespoke report writing within a fast-paced advisory environment. Acted as a technical support point across complex casework, provider coordination and adviser-facing planning scenario.
Operated as an embedded senior paraplanner within a predominantly remote advisory environment, supporting advisers across pension, retirement and investment planning cases. Provided technical support across complex suitability work, pension switching scenarios and broader financial planning casework while working autonomously within established advisory workflows.
Provided specialist paraplanning support focused exclusively on Defined Benefit pension transfer cases. Conducted detailed analysis and suitability assessment in line with FCA expectations and firm permissions. Supported advisers with complex, high-stakes transfer decisions requiring robust evidence and regulatory justification.
Delivered senior paraplanning and regulated advice support across multiple advisory firms, adapting quickly to different advice frameworks and governance standards. Supported complex investment, retirement, protection, and DB transfer cases, balancing technical accuracy with clear suitability rationale. Built broad exposure to adviser decision-making, regulatory accountability, and varied client risk profiles prior to moving into an embedded senior role.