Kenneth Amofah

Ifa Administrator @Chalfont Investment Consultants

Gerrards Cross, GB

Processing client withdrawals and preparing associated paperwork.• Completing Capital Gains Tax (CGT) calculations for client portfolios.• Preparing and executing fund switches in line with adviser instructions.• Producing accurate client portfolio valuations and investment reports for adviser meetings.• Writing suitability reports across a wide range of transactions, including interspousal transfers, ISAs, GIAs, Bonds, Withdrawals, Top-ups, SIPPs, and cash investments.• Liaising with providers and clients to ensure smooth administration of investments.• Running fund sell-down scenarios and providing supporting calculations for advisers.• Supporting financial advisers with various administrative and technical tasks to deliver a high-quality client service.