Rebecca Witherspoon AdvDipFA
Llanelli,Dyfed
Summary
Experience working in financial management and planning. Proven strengths in adapting to changing markets and developing budget plans. Friendly personality complements addressing clients needs and achieve financial goals.
Knowledgeable Paraplanner with background tracking financial performance, monitoring accounts payable and overseeing office expenditures. Experienced in assisting with annual accounts and communicating with vendors to reconcile variances.
Overview
16
16
years of professional experience
Work History
Financial Planning Consultant and Paraplanner
Amber Solutions Financial Services
Llanelli, Carmarthenshire
04.2018 - Current
- Paraplanner for two advisers, and qualified to give level 6 financial advice.
- Assisted clients with planning for and funding retirements using various types of investments.
- Implemented diverse wealth management options to meet client investing objectives.
- Identified and took advantage of gaps in market and reached out to potential new clients.
- Documented all client interactions and firm activity within client relationship management system.
- Complied with national financial requirements by studying and adhering to new and existing legislation.
- Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
Paraplanner
Jamesmith Financial Services
Swansea, City and County of Swansea
04.2013 - 04.2018
- Managed payroll and all office admin.
- worked alongside Compliance officer
- Met deadlines by managing workload independently.
- Prepared Excel spreadsheets to track banking transactions and financial performance.
- Input sales, purchase and cash transactions.
Assistant Manager
Post Office
Swansea, City and County of Swansea
12.2007 - 08.2010
- Carefully managed and recorded cash and credit transactions, diminishing financial discrepancies.
- Completed opening and closing procedures each day.
- Balanced large office safe on a weekly basis.
- Involved in opening other post offices
Education
Level 6 Diploma in Financial Advice (Adv DipFA) - Advanced Financial Advice
The London Institute of Banking & Finance
London 01.2021 - 06.2023
Cert Long term Care -
The London Institute of Banking & Finance
LondonPension Transfer Specialist (PETR) -
The London Institute of Banking & Finance
LondonSkills
- Understanding tax law
- Developing financial plans
- Planning for retirement
- Wealth management
- Investment advice
- Business Development
Hobbies
In my spare time I enjoy Running, eating out and seeing the world with my family.
Timeline
Level 6 Diploma in Financial Advice (Adv DipFA) - Advanced Financial Advice
The London Institute of Banking & Finance
01.2021 - 06.2023
Financial Planning Consultant and Paraplanner
Amber Solutions Financial Services
04.2018 - Current
Paraplanner
Jamesmith Financial Services
04.2013 - 04.2018
Assistant Manager
Post Office
12.2007 - 08.2010
Cert Long term Care -
The London Institute of Banking & Finance
Pension Transfer Specialist (PETR) -
The London Institute of Banking & Finance
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