Darren Sunter
Letchworth Garden City,Herts
Summary
Experienced Chartered Financial Planner with 12 years of experience providing positive outcomes for HNW clients. Worked within a leadership role for 15 years. Motivated to help grow successful teams.
Overview
16
16
years of professional experience
Work History
Partner & Chartered Financial Planner
Saltus Financial Planning
St Albans , Hertfordshire
2021.03 - Current
- Maintaining and growing existing client book which has been successfully migrated across from Consilia Wealth Management
- St Albans POD Leader. Providing guidance and leadership to 4 advisers.
- Financial Planning Committee member since inception, which has played a key role in building the framework SFP works from today
- Mentor
Partner & Chartered Financial Planner
Consilia Wealth Management LLP
St Albans , Hertfordshire
2012.11 - 2021.02
- One of two managing partners
- Providing quality financial planning to NHW clients
- Established long term professional connections
- Held controlled and senior management functions. Responsible for adviser sign off
- Design and implementation of Consilia's T&C scheme.
- Oversight of internal compliance scheme
- Mentoring and training new advisers
Paraplanner - Team Leader
True Bearing Chartered
Chorley , Lancashire
2010.07 - 2012.10
- Leading a team of 4 paraplanners providing paraplanning support to 16 advisers
- Holding regular 1-2-1's with other paraplanners
- Maintaining product research
- Provided training of new tools/software
SIPP Administrator
AJ Bell
Manchester , Greater Manchester
2008.07 - 2010.07
- Mainly working within AJ Bell's commercial property team. Providing administration to support to IFA's who were purchasing commercial properties within clients SIPP's
- Maintaining accurate records
- Liaising between solicitors and vendors to ensure a smooth process
Education
Financial Planning
Chartered Institute of Insurance
Skills
- Leadership
- Clear communication
- Effective time management
- High Net Worth client management
- Cash flow modelling
- Growth focused
Timeline
Partner & Chartered Financial Planner
Saltus Financial Planning
2021.03 - Current
Partner & Chartered Financial Planner
Consilia Wealth Management LLP
2012.11 - 2021.02
Paraplanner - Team Leader
True Bearing Chartered
2010.07 - 2012.10
SIPP Administrator
AJ Bell
2008.07 - 2010.07
Financial Planning
Chartered Institute of Insurance
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