Firas Mourtada
Chartered Financial Analyst & Paraplanning Support @First Equitable
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WORK HISTORY
Chartered Financial Analyst & Paraplanning Support @First Equitable
Provide paraplanning and administrative support through a diverse range of responsibilities, such as- Conducting research and preparing comprehensive reports and documentation for investments, pensions, drawdown, and SIPPs- Collecting and analyzing information for pension switches- Analyzing existing pension and investment portfolios- Interacting with clients and providers through various channels, such as in person, telephone, email, and letter- Managing relevant client and provider correspondence- Tracking the progress of new business and income payments- Assisting with adviser periodic reviews, including valuations and review letters- Managing surrenders, partial encashments, and withdrawals- Maintaining accurate reporting in our business registers.
EDUCATION
Liverpool John Moores University
Master of Science - MS, Investment and Finance
Damascus University
Bachelor of Commerce - BCom, Accounting
SKILLS
ABOUT FIRAS MOURTADA
At First Equitable, I wear many hats to ensure our clients receive the best possible…
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