Ben Kehoe

Experience

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  Infocus Wealth Management

  Jan 2008 - Jul 2014

  My role primarily involved the preparation of complex Statements of Advice and comprehensive financial reports, requiring in-depth financial modelling and detailed client needs analyses. I was responsible for ensuring that all financial strategies were tailored to each client's unique situation and long-term objectives.In addition to this, I oversaw the implementation process for all clients, ensuring the seamless execution of financial plans. I also managed junior staff, providing guidance and support to ensure they consistently met their KPIs and delivered high-quality work, contributing to the overall success of the team. Show less In August 2009 I began to transition into a paraplanning role. I was privileged enough to be able to work under some very experienced and well-respected paraplanners, all of whom eventually made the transition to financial planners. Having this bank of knowledge and experience to draw on greatly assisted and accelerated my development in the role.As a paraplanner I was responsible for writing compliant Statements and Records of Advice. I also shared the responsibility of implementing the advice with a client service officer. Show less

  • Senior Paraplanner/Practice Manager

    Jan 2011 - Jul 2014

  • Paraplanner

    Aug 2009 - Dec 2010

  • Client Service Officer

    Jan 2008 - Jul 2009
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  Wealth Accumulation Group

  Sept 2014 - Apr 2015

  Financial Planner/Practice Manager

  In my role with Wealth Accumulation Group, I managed key financial projects, including the preparation of Statements of Advice and detailed financial reports. Each project required not only completing client needs analyses and financial modelling but also applying problem-solving skills to tailor solutions that met clients' unique financial situations and goals.Additionally, I was responsible for overseeing and managing the back-office operations, ensuring the smooth implementation of advice. This involved coordinating multiple processes, troubleshooting issues, and proactively addressing challenges to keep projects on track. My ability to navigate complex tasks, streamline operations, and solve problems ensured that each project was executed efficiently, delivering high-quality outcomes for clients. Show less

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  EVERETT MACLEOD LIMITED

  May 2015 - Jul 2016

  Project Management Contractor

  I joined Everett MacLeod in May 2015 on a two-month contract with the primary directive to complete key projects aimed at increasing business efficiency. These projects included:- Reviewing and documenting existing processes, identifying inefficiencies, and implementing changes to improve operational effectiveness.- Developing business continuity measures, ensuring long-term resilience and preparedness for potential disruptions.- Conducting a thorough review of the office structure to enhance workflow and communication.- Streamlining vendor management by eliminating superfluous suppliers and optimising the use of essential services.Due to the success of these initiatives, the scope of my contract was broadened and extended until the end of 2015. Additional projects were incorporated, including client management responsibilities, leading to a further extension until July 2016. Show less

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  Equanimity IFA

  Jul 2016 - Sept 2020

  In my role as a financial planner with Equanimity IFA, I leveraged strategic problem-solving skills to help clients navigate complex financial landscapes and achieve their long-term goals. I worked closely with clients to gain a deep understanding of their unique circumstances, needs, and aspirations. This required not only assessing their current financial situation but also anticipating potential challenges and uncovering hidden opportunities.By analysing financial data and identifying potential obstacles, I was able to propose tailored solutions that aligned with their values and objectives. Throughout the financial planning process, we collaborated to develop a comprehensive plan focused on helping clients build and live their ideal life, while addressing any financial hurdles along the way. My approach emphasised adaptability, ensuring that plans could evolve as clients' situations or external factors changed. Show less

  • Financial Planner

    Sept 2019 - Sept 2020

  • Mortgage & Insurance Specialist / Paraplanner

    Jul 2016 - Aug 2019
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  NOVA

  Sept 2020 - Nov 2024

  Head of Mortgages

  At Nova Wealth (formerly Octopus Wealth), I was brought on board to spearhead the creation of a cutting-edge mortgage proposition and to build the mortgage team from the ground up. Through innovative, tech-driven strategies, I successfully developed a system that delivers high-quality mortgage advice at scale, allowing us to serve significantly more clients than the average broker in the UK.Our team specialises in providing comprehensive mortgage solutions, whether it's assisting first-time buyers, facilitating next home or rental property purchases, or ensuring our clients secure the best possible rates on their existing mortgages.Under my leadership, Nova Wealth's mortgage division has flourished, and I'm proud to have played a key role in its success. My commitment to excellence is reflected in the over 60 five-star reviews I've personally received on Trustpilot (https://uk.trustpilot.com/review/novawm.com), a testament to the outstanding service we consistently deliver. Show less

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  Self-employed

  Nov 2024 - now

  Consultant

  Leveraging my experience in financial services, including expertise in mortgages, insurance, and financial modelling, I am currently working as a consultant to help build and manage an innovative online financial education platform. My role involves designing engaging, user-friendly resources to simplify complex financial concepts, empowering individuals to make informed financial decisions. Working collaboratively with a talented team, I contribute my technical expertise and insights to help shape the platform's vision and execution, ensuring we deliver meaningful, impactful financial education tools.Passionate about education and technology, we are dedicated to shaping a future where financial knowledge is accessible to all. Show less