Jordan Lovesey

Trainee Paraplanner @Kirby & Knott Financial Planning Ltd

Gloucester, GB

Fully analyse clients\' requirements, develop cash flow models and accurately record client data- Research and analyse financial products to meet client requirements and objectives- Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports- Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process- Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models- Deal with general client queries and attend client meetings with the Partner as required- Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process- Work within and stay up to date with template changes and advice notes

University of Gloucestershire

Bachelor's degree, Accounting and Finance