Ami Hopkins
Ifa Administrator @Allisons Financial Planning Ltd
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WORK HISTORY
Ifa Administrator @Allisons Financial Planning Ltd
Rainford, GB
Manage client cases end-to-end across pensions, ISAs, GIAs, lump-sum investments and regular savings — from initial fact find through to recommendation, submission and ongoing servicing.• Produce cashflow projections in CashCalc to model sustainable income, withdrawals and top-up scenarios in support of annual reviews and new business cases.• Prepare and review suitability reports: drafting in full for new-money cases and producing paraplanner briefs for pension transfer cases.• Coordinate annual client reviews, ensuring valuations, plan data and supporting documentation are accurate across internal systems ahead of adviser deadlines.• Conduct fund research and fund mapping to confirm alignment with client objectives and risk profiles.• Issue and track Letters of Authority with pension, investment and offshore providers, reconciling returned data into client files.• Attend adviser-client meetings to capture detailed notes, following up with compliance documentation, ID verification and completed fact-finds.• Manage submission and signature workflows via DocuSign and multiple provider platforms.
EDUCATION
All Saints Catholic High School - Sixth Form
Bachelor of Technology (B.Tech.), Business, Management, Marketing, and Related Support Services
Skills Edge Training
Level 4 Paraplanner and Financial Planner, Financial Planning and Services
Liverpool John Moores University
BA (Hons), Business and Public Relations
SKILLS
ABOUT AMI HOPKINS
IFA Administrator and Trainee Paraplanner with over six years\' experience in regulated financial services, currently working at an independent financial planning firm where I manage client cases end-to-end across pensions, ISAs, GIAs and lump-sum investments.My day-to-day spans the full advisory process - from initial fact find and client onboarding through to producing cashflow projections in CashCalc, preparing and reviewing suitability reports, coordinating annual client reviews, fund research, Letters of Authority, and managing submissions and signature workflows across multiple provider platforms.I\'m currently studying towards the CII Diploma in Regulated Financial Planning through a Level 4 Paraplanner apprenticeship with Skills Edge (started March 2026), having passed the R01 mock examination with 89% and now working through R02.Known for accuracy, discretion and strong attention to detail, I thrive in environments where precision and client-centered thinking matter. I take pride in building dependable relationships with advisers and clients alike, and I\'m committed to continuing to develop my technical knowledge as I progress towards a paraplanning role.
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