Max Eason
Throckley,Newcastle upon Tyne
Summary
I am a dedicated and motivated professional with just under two years' experience within a paraplanning team. I am an adaptable and detail-oriented individual with a strong commitment to continuous learning and professional development.
Currently studying towards the CII Level 4 Diploma in Regulated Financial Planning, I have successfully passed the R04 and R05 examinations. I am committed to expanding my technical knowledge and applying this within my day-to-day role to deliver accurate, compliant and client-focused outcomes.
I also take great pride in supporting and training colleagues, helping to improve team capability and contribute to the delivery of consistently high standards of work.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
Work history
Trainee Paraplanner
Fairstone Financial Management
Sunderland
2024.07 - Current
- Preparing a wide range of client-focused reports including; annual reviews, drawdown recommendations, fund switch, new investments and Pension switches, ensuring reports are produced in line with FCA and internal compliance standards.
- Producing detailed cashflow modelling for clients in decumulation, providing detailed and actionable insight into their current financial position and forecasting future outcomes based on a range of assumptions.
- Supporting Financial Advisers with report writing and research, navigating multiple provider platforms to obtain relevant information, ensuring accurate and timely completion of reports.
- Reviewing and assisting with colleagues' work, to maintain high standards of accuracy and compliance, whilst also playing an active role in training and onboarding new starters.
- Providing guidance and support to colleagues as they progress through different report types, helping develop their technical knowledge and proficiency with internal and external systems.
Club Promoter
Soho Rooms Newcastle
Newcastle upon Tyne
2022.12 - 2024.04
- Worked as a club promoter while studying at university, developing strong communication, sales and interpersonal skills through the promotion of events and services.
- Promoted club events through face-to-face engagement, flyer distribution and digital marketing campaigns to maximise attendance and brand awareness.
- Monitored ticket sales and event attendance to support maximum venue capacity and successful event delivery.
Education
CII Level 4 Diploma in Regulated Financial Planning
Bachelor of Science - Economics and Finance
Northumrbia Univeristy
Newcastle upon Tyne /2021 - /2024
A-Levels - Maths, Economics and History
Wyke Sixth Form College
Hull, Kingston upon Hull 2019.09 - 2021.09
GCSEs -
Hymers College
Hull, Kingston upon Hull 2016.09 - 2019.09
Skills
- Proficient in using CashCalc for cashflow modelling and financial planning analysis
- Experienced in using FE Fundinfo, Defaqto and Microsoft Excel/Word to support research, reporting and client documentation
- Strong time management and organisational skills, consistently meeting and exceeding productivity targets while maintaining accuracy and attentional to detail
- Successfully balancing the demands of studying towards the CII Level 4 Diploma in Regulated Financial Planning alongside maintaining a high standard of performance in day-to-day responsibilities
- Confident communicator with the ability to liaise professionally with colleagues, Financial Advisers, providers and external contacts
- Able to work effectively both independently and collaboratively within a team environment
Timeline
Trainee Paraplanner
Fairstone Financial Management
2024.07 - Current
Club Promoter
Soho Rooms Newcastle
2022.12 - 2024.04
A-Levels - Maths, Economics and History
Wyke Sixth Form College
2019.09 - 2021.09
GCSEs -
Hymers College
2016.09 - 2019.09
Bachelor of Science - Economics and Finance
Northumrbia Univeristy
/2021 - /2024
CII Level 4 Diploma in Regulated Financial Planning