David Kerns

Financial Planner at Perspective Managing Wealth @Perspective Financial Group Ltd

Manage and maintain existing Perspective Managing Wealth professional financial planning service client database. Grow ongoing financial planning service client database from referred leads. Manage client portfolios and to grow assets under management. Provide a full range of financial planning services to include ongoing annual reviews, financial plan health checks, intermittent advice on investments, pensions and tax planning issues. Continually building lasting long term relationships with clients by providing the highest quality service in all areas of the financial planning spectrum. Ensure that the highest standards of ethics and integrity are always applied. Meet with new clients in order to undertake an assessment of their financial needs and objectives. Where practicable, encourage them to take up the ongoing financial planning service proposition.Dealing with ad hoc client advisory and planning issues as they arise. Maintaining an up to date technical knowledge on taxation and all financial planning related matters, plus ensuring that ongoing CPD is met. Responsible for my own delivery of growth and associated KPI’s within the Financial Planning Team.Where opportunities arise, promote the services of Perspective Managing Wealth through liaising with professional contacts and networking events. Review and compose the key regulatory policies and procedures covering the company’s use of SIPP providers, DFM Services and providers, Personal Pensions and Model Portfolio due diligence documents.