Charlie Latham
Beeston,Nottinghamshire
Summary
DipPFS qualified trainee financial adviser working towards becoming CAS certified and chartered. Motivated by providing good quality, timely financial advice at a good value. Currently seeking a role where I can transition into a client-facing financial adviser.
Overview
7
7
years of professional experience
Work history
Trainee Financial Adviser
UHY Financial Planning
Nottingham, Nottinghamshire
2024.05 - Current
- Supported a senior financial adviser in delivering tailored, compliant financial advice to a diverse client base, including individuals, corporates, and trusts
- Coordinated with outsourced paraplanners to obtain target asset allocations and produce required illustrations for suitability reports
- Utilised Intelliflo to manage administrative processes, including client records and firm-wide income reconciliation
- Produced annual review documentation and cashflow forecasts using Dynamic Planner to support ongoing client advice
- Administered auto-enrolment pension contributions for multiple companies, liaising with providers including NEST, The People’s Pension, and Scottish Widows
- Ensured all processes adhered to regulatory and compliance standards
Pensions Administrator
Talbot and Muir
Nottingham, Nottingham
2022.03 - Current
- Managed a portfolio of 225 clients, ensuring accurate and timely processing of pension payments in line with strict deadlines
- Collaborated with IFAs, investment managers, paralegals, and clients to support informed investment decisions and maintain high service standards
- Maintained up-to-date knowledge of pension and tax regulations, supported by formal legal and compliance training
- Delivered annual valuation reports accurately and on schedule, demonstrating strong organisational and time management skills
- Reviewed and validated IFA-submitted documentation to ensure completeness, accuracy, and regulatory compliance
- Performed detailed tax-free cash calculations, ensuring precision and adherence to relevant legislation
- Demonstrated exceptional attention to detail when handling complex financial data and client documentation
Carer
Health Your Way
Newcastle under Lyme, Staffordshire
2019.06 - Current
- Provided dedicated, hands-on care for a severely disabled young adult, ensuring safety, dignity, and wellbeing at all times
- Administered medication accurately and in line with prescribed schedules and care plans
- Supported personal care needs, including hygiene and sanitation, with a compassionate and respectful approach
- Operated and managed PEG feeding tube, ensuring correct nutrition delivery and adherence to clinical guidelines
- Worked collaboratively with another carer to deliver consistent, high-quality care and maintain continuity of support
- Maintained accurate records and followed safeguarding, health, and safety procedures at all times
Education
Bachelor of Arts - Economics
Nottingham Trent University
Nottingham06.2021
A-levels -
Stoke Sixth Form College
Stoke on Trent2018
Chartered Institute for Securities & Investment -
Stoke Sixth Form College
Stoke on Trent2017
Diploma of Higher Education - DipPFS
Chartered Insurance Institute
NottinghamGCSE -
Clayton Hall High School
Newcastle under Lyme2015
Skills
- Compliance
- Pensions
- Investments
- Cashflow Forecasting
- Reconciliation
- Financial Analysis
- Accuracy
- Organisation
- Communication
- Intelliflo & Dynamic Planner
Timeline
Trainee Financial Adviser
UHY Financial Planning
2024.05 - Current
Pensions Administrator
Talbot and Muir
2022.03 - Current
Carer
Health Your Way
2019.06 - Current
Bachelor of Arts - Economics
Nottingham Trent University
A-levels -
Stoke Sixth Form College
Chartered Institute for Securities & Investment -
Stoke Sixth Form College
Diploma of Higher Education - DipPFS
Chartered Insurance Institute
GCSE -
Clayton Hall High School