Stephen Marment DipPFS

Experience

• 

  HSBC Bank UK

  Oct 2004 - Sept 2013

  Managers Assistant simultaneously to 3 Commercial Managers also providing direct resolution of complex queries to our clients. Key aim was to provide a top quality service. Another important focus was on-boarding of target international and domestic switchers and I enjoyed some good success with this. I have experience with assisting a diverse range of commercial clients from micro and small businesses up to medium sized enterprises. Also local authorities, schools, doctors, accountants and other professionals. Show less

  • Premier Financial Services Officer

    Apr 2012 - Sept 2013

  • Commercial Banking Officer

    Oct 2004 - Mar 2012
• 

  Old Mill accountants and financial planners

  Jan 2014 - Oct 2017

  Writing advice letters, assisting clients plus all matters compliance including drafting company policies, managing the financial planning training & competency scheme and file checks. Key aim was to ensure an excellent standard of service was maintained. Accurate & clear reports were provided to clients and financial planners. Client Service Associate to a Chartered Financial Planner. Including checking & packaging advice letters, dealing with client queries and meeting preparation.

  • Compliance Officer

    Sept 2015 - Oct 2017

  • Client Service Associate

    Jan 2014 - Sept 2015
• 

  Chetwood Wealth Management Ltd

  Feb 2018 - now

  Paraplanner for high net worth clients

  • Private Wealth Client Manager

    Aug 2019 - now

  • Private Wealth Paraplanner

    Feb 2018 - Aug 2019