Joseph John Green
Walthamstow
Summary
A driven and results-focused professional with a strong work ethic and a passion for building relationships and delivering exceptional customer experiences. Confident in communicating with clients, identifying opportunities, and achieving targets through a consultative and customer-focused approach. Experienced in developing and maintaining professional relationships, generating new business, and providing tailored solutions to meet client needs. A quick learner with a commitment to continuous development, eager to contribute energy, resilience, and a positive attitude to a high-performing sales team that values ambition, collaboration, and success.
Overview
14
14
years of professional experience
Work History
Paraplanner
Holder & Combes
London
11.2025 - Current
- Prepare high-quality suitability reports covering pensions, investments, protection, and retirement planning.
- Conduct detailed research into pensions, investments, tax planning, and financial products to support adviser recommendations.
- Build strong relationships with clients, advisers, providers, and compliance teams.
- Gather and analyse client information to ensure advice is suitable and compliant.
- Liaise with providers, platforms, and product providers to obtain policy information and progress business efficiently.
- Prepare and submit new business applications, transfers, withdrawals, and policy servicing requests.
- Ensure all recommendations comply with FCA regulations, Consumer Duty, and internal compliance standards.
- Identify opportunities to improve internal processes and increase operational efficiency.
Financial Planning Analyst
Lathe & Co
London
01.2025 - 11.2025
- Oversaw all aspects of financial administration, including submitting cases and documentation through industry platforms, chasing providers, and managing inbound and outbound provider communications.
- Proactively cold-called prospective clients for up to four hours daily to secure meetings, while balancing full administrative and reporting responsibilities.
- Conducted structured client meetings, including initial introductions and in-depth data-gathering sessions, ensuring accurate and complete financial fact-finds.
- Drafted comprehensive suitability and recommendation reports both for own clients and on behalf of senior advisers, maintaining clarity and alignment with client goals.
- Coordinated directly with advisers and clients to compile, verify, and analyse personal and financial information, creating tailored client files and supporting financial planning recommendations.
- Maintained meticulous client records, case notes, and compliance documentation in line with FCA requirements, ensuring audit readiness and operational transparency.
- Demonstrated strong multitasking ability by managing client-facing work alongside administrative duties, prioritising effectively in a high-pressure, fast-paced environment.
Financial Planning Associate
Strabens Hall / D'Arblay Wealth
London
01.2024 - 12.2024
- Streamlined administrative operations for an Open Market Financial Adviser, ensuring efficient workflow and optimal service delivery.
- Produced detailed, client-specific financial reports, offering critical insights to support informed decision-making, with a focus on tax-efficient investment strategies.
- Collaborated with financial advisers and clients to gather data and create tailored, actionable financial reports emphasising tax-efficient investment opportunities.
- Conducted thorough open-market fund analysis, evaluating investment options with a focus on tax efficiency and client goals.
- Maintained accurate records of financial transactions and client communications, ensuring compliance with industry regulations and safeguarding data integrity.
- Adapted to shifting responsibilities, prioritising tasks effectively in a fast-paced environment, while proactively addressing emerging challenges.
Financial Planning Associate
Churchgates
Bury St Edmunds
09.2019 - 12.2023
- Efficiently managed all administrative tasks for an Open Market Financial Adviser, ensuring seamless operations and optimal workflow.
- Produced accurate and comprehensive financial reports tailored to the specific needs of the client, providing critical insights and facilitating informed decision-making.
- Collaborated closely with financial advisers and clients to gather relevant data and information, ensuring the creation of insightful and client-centric financial reports.
- Complete open-market fund analysis.
- Maintained meticulous records of financial transactions, client interactions, and other pertinent information, ensuring data integrity and compliance with industry regulations.
- Adapted to evolving responsibilities and effectively prioritised tasks in a dynamic work environment, demonstrating flexibility and a proactive approach to challenges.
- Spearheaded the creation of an AI presentation, delivering a comprehensive overview to the entire firm.
- Authored a compelling and informative article on behalf of the firm, showcasing industry expertise surrounding pensions.
Professional Rugby Player
Nottingham Rugby Club
06.2015 - 04.2017
- Playing full time as a professional Rugby Player, juggling University life in the 2016/17 season.
- I made a total of 27 caps for Nottingham playing in both the B&I Cup and the Championship.
Barista
Café Voyage
Loughborough Train Station
06.2012 - 06.2013
- Providing excellent service by serving beverages and meals to passengers awaiting their train.
- Ensuring the accuracy of financial transactions by managing the till and preparing it for the next operational day.
- Maintaining a clean and inviting atmosphere in the cafe, guaranteeing a pleasant experience for customers and readiness for the following day.
Education
CII Qualification Exams -
07-2026
A-Levels - Maths
Leicester Grammar School
06-2015
GCSEs -
Loughborough Grammar School
06-2013
BA - Economics with Business
Nottingham Trent University
05-2019
Skills
- Continuous learning
- Skill development
- Rapid learning aptitude
- Adaptive learning
- Strong work ethic
- Diligence
- Perseverance
- Numerical analysis
- Working with numbers
- Collaboration
- Teamwork
- Precision
Personal Information
Hobbies: I dedicate a portion of my time to being a rugby player for Eton Manor where I actively participate in matches and contribute to the team's success., I am currently undertaking a self-taught journey in music, attempting to master the piano, guitar, and ukulele, demonstrating my commitment to continuous skill development., My proficiency extends to the realm of brass instruments, holding a grade 7 qualification as a trumpet player., Beyond sports and music, I maintain a keen interest in cinema, serving as an avid film enthusiast. This multifaceted approach to leisure activities allows me to cultivate a diverse skill set and appreciate various forms of art and recreation.
Custom
References are available upon request.
Timeline
Paraplanner
Holder & Combes
11.2025 - Current
Financial Planning Analyst
Lathe & Co
01.2025 - 11.2025
Financial Planning Associate
Strabens Hall / D'Arblay Wealth
01.2024 - 12.2024
Financial Planning Associate
Churchgates
09.2019 - 12.2023
Professional Rugby Player
Nottingham Rugby Club
06.2015 - 04.2017
Barista
Café Voyage
06.2012 - 06.2013
CII Qualification Exams -
A-Levels - Maths
Leicester Grammar School
GCSEs -
Loughborough Grammar School
BA - Economics with Business
Nottingham Trent University