Jakub Jakubowski
Ipswich,Suffolk
Summary
Self-motivated financial services professional holding a CII Diploma in Regulated Financial Planning, with over six years' experience working alongside successful financial advisers. Keen to continue progressing within financial planning, developing towards an advisory or technical role while working towards completing the CII Advanced Diploma.
I bring strong technical knowledge across financial planning analysis, suitability report writing and investment portfolio construction. Confident using tools such as FE Analytics and CashCalc to prepare financial plans, cashflow forecasts and tailored investment strategies. Client-facing for over two years, building and maintaining strong client and professional relationships and supporting advisers with day-to-day planning and investment decisions.
Logical and detail-focused approach, with a solid understanding of regulatory requirements and the practical application of products, platforms and investment providers. Motivated to contribute to a high-performing team that values quality advice and long-term professional development.
Overview
9
9
years of professional experience
Work history
Trainee Consultant
Pearson Wealth Management Ltd
11.2023 - 12.2025
- Regular meetings with new and existing clients as well as investment providers.
- Member of the Social Media team and the Investment Committee, meeting quarterly to discuss and review in-house model portfolios.
- Preparing detailed suitability reports, comprehensive financial plans and conducting in-depth research.
- Reviewing client circumstances and investments on a regular basis, ensuring ongoing suitability of products and investment strategies.
- Preparing and presenting recommendations to clients.
- Processing new business from start to finish, actioning fund switches and preparing tax calculations for surrenders/withdrawals.
- Ensuring reports and compliance documents are kept up to date and in line with FCA requirements.
IFA Administrator
Pearson Wealth Management Ltd
11.2020 - 11.2023
- Liaising with product, platform and investment providers on a daily basis.
- Sending client review letters, arranging meetings and rebalancing client portfolios.
- Preparing documents for client meetings such as suitability reports, illustrations, quotes, valuations, performance graphs and portfolio breakdowns.
- Processing new business from start to finish, actioning fund switches and preparing tax calculations for withdrawals.
- Improved and streamlined the attitude to risk and treating customers fairly questionnaire process.
IFA Administrator / Apprentice Administrator
Williams Farrall Woodward
09.2019 - 11.2020
- Handling calls from clients and various investment providers.
- Preparing ad-hoc and annual reports for clients including accurate valuations and performance comparisons.
- Monitoring and rebalancing cash holdings within client investment portfolios.
- Updating the back office system with client and investment details.
General Assistant
Sainsburys
09.2016 - 09.2019
- Customer service based role where I was responsible for replenishing the fresh foods, maintaining the shop floor and serving/assisting customers at the checkouts.
Education
11 GCSEs - Grade A-C
Westbourne Academy
09/2011 - 07/2016
3 A Levels - Business, Accounting and Economics
Suffolk One
09/2016 - 06/2018
Business Management and Finance
University of Essex
09/2018 - 08/2019
Diploma - Regulated Financial Planning
Chartered Insurance Institute (CII)
05/2025 -
Skills
- Client and professional relationship management
- Financial planning analysis and research
- Investment portfolio/strategy construction
- Suitability report preparation
- Team player
- Problem-solving capabilities
- Attention to detail
- Adaptability
- Knowledge of regulatory compliance
- Technical knowledge
- Logical and creative
- Confident with many tools, platforms and investment providers
References
References available upon request.
Timeline
Trainee Consultant
Pearson Wealth Management Ltd
11.2023 - 12.2025
IFA Administrator
Pearson Wealth Management Ltd
11.2020 - 11.2023
IFA Administrator / Apprentice Administrator
Williams Farrall Woodward
09.2019 - 11.2020
General Assistant
Sainsburys
09.2016 - 09.2019
11 GCSEs - Grade A-C
Westbourne Academy
09/2011 - 07/2016
3 A Levels - Business, Accounting and Economics
Suffolk One
09/2016 - 06/2018
Business Management and Finance
University of Essex
09/2018 - 08/2019
Diploma - Regulated Financial Planning
Chartered Insurance Institute (CII)
05/2025 -