Hugh Adams
Wealth Analyst - Paraplanner @Wealth At Work
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WORK HISTORY
Wealth Analyst - Paraplanner @Wealth At Work
Liverpool, GB
EDUCATION
Liverpool International College
A-Level, Economics
Liverpool John Moores University
Bachelor's degree, Accounting and Finance
ABOUT HUGH ADAMS
I am a wealth analyst with a degree in Accounting and Finance with honours from Liverpool John Moores University, with 5 years of experience within the Financial Services industry. I am currently working with Wealth At Work as a Wealth Analyst - Paraplanner. Here I am currently studying towards completing my CII Diploma in Regulated Financial Planning. Throughout my current role, I am responsible for liaising with and providing support for the team of Financial Advisers to help them to provide clients with quality and highly regulated strategic asset allocation advice. I also provide support to the Pension Specialists in the analysis and review of transferring pension schemes, income drawdown, and phased retirement plans. I have to prepare client investment and pension planning reports, completion, and reallocation letters. My work is all undertaken whilst ensuring I am complying with company and FCA guidelines and regulations.
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