Geeta Rahul
Senior Wealth Management with Paraplanner Duties @Orion Financial Management Ltd
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WORK HISTORY
Senior Wealth Management with Paraplanner Duties @Orion Financial Management Ltd
Hemel Hempstead, GB
Orion Financial Management Ltd Senior Partner Practice of St. James\'s Place Wealth Management Senior Wealth Partner Sales Support for the Financial Advisers in the Wealth (Pension & Investments) and Protection. In Paraplanner supporting role to five financial advisors. Insurance protection specialist, and use of tools/ calculators in preparing tailored bespoke solutions and personalised protection packages for clients. Achieved PSS Accreditation program platinum accreditation awarded CII Recognition Award Diligently conducted responsibility to train up and mentor new and existing Partner Support Staff (PSS) to desired confident capability levels where the individuals to undertake day-to-day administration tasks including processing new business and all aspects of client servicing duties to high standards on their own. Which entailed supervisory role and managing staff workflow and case management delegation. Responsible for the compliance checks for all protection cases to meet suitable requirements before submission to providers Full paraplanner duties of all documentation preparing suitability reports and liaising with the business consultant or advisers. • Understanding of financial planning process • Completing and preparing (as appropriate) advisers suitability reports. • Preparing for meeting, assisting the adviser in anticipating client needs and requirements. • Undertaking bespoke research and analysis when required, Providing comparison and analysis of providers and product, proficient in using CI Expert and Protection Guru comparison. • Conducting Pre-sale underwriting assessments when required • Assist in identifying areas for planning and sourcing solutions suitable to meet client needs and objectives including the preparing the necessary calculations when required. • Involved in client support, client reviews and all aspects of client servicing duties.
EDUCATION
University of Derby
BA Hons, European Business Management (Business & Finance)
ABOUT GEETA RAHUL
Co-ordinator /Senior Wealth Administrator at Orion Financial Management - St James’s Place Wealth Management (SJP) Senior Partners based in Hemel Hempstead, Hertfordshire. Working alongside the five financial advisers to deliver a highly personalised holistic financial planning service to all clients. Responsible for collaborating with financial advisers prepare recommendations and produce suitability reports in line with company policy. Current technical expertise practices as product protection insurance specialist. Responsibilities in researching for the best bespoke solutions for clients across all products from Mortgage Protection, Personal Life, Critical illness, Income Protection Plans (IPP), Business Assurance, Corporate Protection, Group Life, Group income protection, Group Critical illness to all SME benefits. Arranging insurance cover for all types of directors and employees: Relevant life insurance, Executive Income Protection, Shareholder and Key person insurance. I have gained highly transferable skills my work experience ranging from Retail, Customer Services, Analytic, Finance and Accountancy to Financial Services. Also previous roles as Specialist Insurance Adviser (broker) to full Sales Support, all duties of compliance and administration duties. I pride myself in being highly customer focused with key interpersonal skills, has enabled me to maintain positive and strong professional relationships with all internal or external Customers, Senior Management to providers/suppliers of products or services. My key strength is an ability to communicate effectively, with an efficient manner of working ethics, and key eye for attention to detail. Achieved St James\'s Place Accredited PSS - Platinum level Accreditation -Approved by CII Chartered institute of Insurance for CPD
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