Jamie Sorbie
Independent Financial Adviser @Atkins Bland Limited
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WORK HISTORY
Independent Financial Adviser @Atkins Bland Limited
Formal member of the Investment Committee that meet quarterly to discuss our views on current investment markets, asset allocation and fund selection- Pension transfer specialist- Responsible for the construction and maintenance of various model portfolios for varying levels of risk, client objectives and time horizons- Responsible for the construction and maintenance of approved investment list for unfettered investment portfolios- Responsible for the construction and maintenance of standard portfolios for certain products with restricted investment choice such as group pension schemes- Conducting fact finds as required based on client needs and new enquiries received- Researching and assessing financial products and services to provide whole of market financial advice- Complete cashflow modelling for clients and present these as required as part of the advice journey- Analyse outcome of risk profiling and other areas to provide suitable advice to clients as well as monitor investment risk at various levels and the risk classification of investment portfolios- Writing suitability reports for clients investing new money, analysing their current plans and finding the optimal solution to suit their objectives and preferences- Undertaking necessary CPD to ensure that knowledge remains current and demonstrate continued competency in the role undertaken- Developing robust improvements to current processes to ensure that they are optimised and time-efficient- Analysing suitability of existing plans and recommending any changes to a client\'s assets based on risk strategy and client objectives- Implementing any investment changes based on recommendations made.DIPLOMA IN REGULATED FINANCIAL PLANNING WITH DISTINCTION (DipPFS)CERTIFICATE IN SECURITIES ADVICE AND DEALINGCERTIFICATE IN PENSION TRANSFER ADVICE
EDUCATION
University of Reading
Bachelor of Science - BSc, Computational Mathematics
ABOUT JAMIE SORBIE
I am currently working as an IFA at Atkins Bland Ltd, having graduated from the University of Reading with First Class Honours in BSc Computational Mathematics. Alongside my work I am studying to complete the Advanced Diploma in Regulated Financial Planning, with the aim of becoming a chartered financial planner.
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