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Gilbert Stephens Financial Services

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Gilbert Stephens Financial Services

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25/01/2023

Financial Planning Administrator / Assistant
Exeter

Highly motivated individual required to provide full administrative support to our Financial Services Team. Previous administration experience in an IFA firm is preferable with a willingness and ability to learn quickly. A confident, professional & friendly disposition is essential with the ability to work well as part of a team and the aptitude to use initiative where appropriate.

The role will include: –

• Responding to client/provider enquires and requests
• Obtaining valuations and policy information from product providers
• Preparing and processing review paperwork and documents for client meetings
• Online submission of new business to providers
• Maintaining clients and policy records on office system
• Obtaining valuation details from providers
• Preparing and printing illustrations, key features documentation and other documentation as required
• Checking forms, entering and maintaining data on our systems
• Chasing pending applications

We operate six offices in Exeter, Crediton, Budleigh Salterton, Sidmouth, Ottery St Mary and Okehampton and offer a competitive salary.

To apply:

If you think you have the attributes and skills to join us, then we would love to hear from you. Please email your CV, together with any relevant supporting information to Dana Mulligan at [email protected] or call 07769 271651

31/08/2021

We hope you’ve enjoyed “meeting the team” through August. Our final team member to introduce you to is Amanda Lethbridge who is a Financial Services Administrator in our Exeter Office. She is responsible for assisting her Independent Financial Advisor in the day to day running of their client investments, whilst keeping on top of all administration work and keeping our records up to date.

Amanda joined Gilbert Stephens Financial Services in 2017. Prior to working in our Exeter office, Amanda worked as a Medical Secretary for just four months after leaving Lloyds Private Banking where she worked for twenty-six years.

Amanda’s favourite aspect about working for Gilbert Stephens Financial Services is her varied work role, which she adds keeps her very busy!

In her spare time, Amanda enjoys long walks with her dog, spending time with family and socialising with friends.

You can contact Amanda on 01392 346464 or email: [email protected]

28/08/2021

We offer a range of financial services, here’s some more detailed information about them:

• Portfolio planning and capital investment, including collective investments, unit trusts, OEICs, investment trusts, ISAs and insurance bonds
• Retirement planning and pension provision including open market options, impaired life annuities and income draw down
• Specialist care fee planning - both before and after going into care
• Advising on cash deposit accounts including fixed rate bonds
• Life assurance and income protection policies including critical illness cover
• Inheritance Tax planning in conjunction with the Gilbert Stephens LLP Solicitors Private Client department
• Personal taxation advice including the preparation of tax returns and repayment claims
• Mortgages including ‘Equity Release’ and ‘Buy to Let’ schemes
• School fees and special needs planning utilising structured savings plans

If you’d like advice on one or more of the above you can contact us on 01392 346464 or email [email protected]

26/08/2021

Want to be sure we know what we’re talking about at Gilbert Stephens Financial Services?

We have three fully qualified Independent Financial Advisers who are accomplished in all aspects of investment and financial planning offering clients impartial and independent advice. As we are not linked or associated in any way with providers of financial products our advice is genuinely independent. All recommendations that we make are based upon our knowledge, experience and research of the entire market.

Marcus Quick – holds the Diploma in Financial Planning together with specialist qualifications in Long Term Care, Equity Release, Lifetime Mortgages and Taxation. Marcus has been in the profession for more than 25 years and has been an Independent Financial Adviser in the Exeter area since 2000.

Wyatt Loake – specialises in individual wealth planning and trust advice. He holds the Diploma in Financial Planning with additional qualifications in Mortgage Advice, Lifetime Mortgage Activities, Long Term Care planning and Taxation and Trust planning. Wyatt became an Independent Financial Adviser in 1999 having previously been a branch manager and Financial Planning Consultant with Britannia Building Society.

Carrie Maud – has over 30 years financial services experience. In addition to general investment and financial advice, Carrie has specialist knowledge and qualifications in retirement planning (to include the implementation of Pension Sharing Orders following divorce and options at retirement) Long Term Care and Equity Release.

If you’d like to instruct one of our team you can contact us on 01392 346464 or email [email protected]

24/08/2021

The fifth team member we introduce you to is Wyatt Loake who is a Financial Services Manager working from our Exeter, Budleigh Salterton and Crediton offices.

Wyatt provides independent financial advice, specialising in individual wealth planning and trust advice. He is a member of the Chartered Insurance Institute and holds a Diploma in Financial Planning. This includes appropriate qualifications in Mortgage Advice, Lifetime Mortgage Activities, Long Term Care planning and Taxation and Trust planning.

Educated at John Bentley School, Calne, Wiltshire, Wyatt became a branch manager and Financial Planning Consultant with Britannia Building Society, prior to becoming an Independent Financial Adviser in Exeter in 1999. He joined the firm in 2002.

Wyatt lives in Crediton and enjoys football, running, walking and playing golf.

You can contact Wyatt on 01392 346464 or email: [email protected]

21/08/2021

It seems that young people are turning to influencers on social media for financial advice, but they should take care before parting with their money and being led astray.

There are many risks in relying on unqualified and unregulated financial advice on social media for your investments, including not understanding the difference between U.S markets vs UK markets and knowing if what is being posted is accurate or inaccurate information.

The power of influencers on younger audiences has been gaining momentum as more youngsters turn towards platforms such as TikTok for education-based content about finance, whilst this trend could be seen positively because at least these kids engage financially, it must be met with a huge amount of caution. We would always recommend seeking independent financial advice before parting with your money on any investments suggested on social media.

19/08/2021

What to expect from your first meeting with a Financial Advisor:

During our first meeting we will take full details of your personal and financial circumstances and establish realistic investment objectives. On confirmation of your instructions, we will research the available options from the whole market prior to providing a comprehensive report tailored to your individual needs. Our report will present a series of recommendations and the reasons behind each of them.

At this stage, you are under no obligation to take up these proposals. Any fees incurred will simply be for the research, based on the time spent to date. Deciding to take up our recommendations is the next step. We will provide you with the appropriate paperwork and ensure that the plans are properly implemented for you.

If you’d like to take to first step in instructing a financial advisor you can contact us on 01392 346464 or email [email protected]

17/08/2021

The fourth team member we introduce you to is Carrie Maud, a Chartered Financial Planner working from our Exeter, Sidmouth and Ottery St Mary offices.

Carrie’s career in Financial Services started in 1983 as a representative with Standard Life. Since 1991 Carrie has been providing independent financial advice, initially with an accountancy practice and subsequently with independent firms in the South West.

In addition to being able to provide advice to clients in all areas of financial planning, Carrie has specialist knowledge and qualifications in the areas of Retirement Planning, Long Term Care and Equity Release.

Carrie is married with two children, and enjoys singing with a local community choir, coastal walks, cycling in the countryside and travelling.

You can contact Carrie on 01392 346464 or email: [email protected]

14/08/2021

Why is independent financial advice important?
Few of us have the time or inclination to scrutinise our finances in detail, but it is important that we do so.

One of the biggest investments most individuals make is their home and a mortgage is used to finance this. A financial planner can help you understand how much you should borrow, what repayments will be and when you might pay it off. A financial planner can also advise on any number of important matters such as pensions, investments and insurance policies.

The benefits of independent financial advice are obvious - you have a strong advocate who will look out for your interests, free from the vested interests of estate agents, mortgage brokers and other third parties. You will receive impartial advice with no hidden agenda.

Unlike many financial advisers, at Gilbert Stephens Financial Services we are not tied to any one or more insurance or investment companies. This means our advice is completely unbiased and covers all of the available options across the whole of the market.

You can contact our team on 01392 346464 or email [email protected]

12/08/2021

What is Financial Planning?
Financial planning is the process of working out how you will generate income in the future and then finding ways to invest that money.

The main goal of financial planning is to help people get the most out of their money and assets during their lifetime, which can be long or short depending on your circumstances.

At Gilbert Stephens Financial Services our Independent Financial Advisers will assist you in identifying your short, medium and long term goals. They will review and evaluate your current overall financial position, which may include assets and liabilities, and look at your income and expenditure. Throughout this process we will work together to develop a strategy which will create a “route map” for achieving each goal.

Once agreed, the plan will be implemented and then monitored on an ongoing basis, at least yearly, to ensure adjustments are made as and when required.

You can contact our team on 01392 346464 or email [email protected]

10/08/2021

The third team member we introduce you to this month is Carlie Pike who is a Financial Services Administrator in our Exeter office. She is responsible for supporting the Independent Financial Advisors on a daily basis.

Prior to joining Gilbert Stephens Financial Services in September 2014, Carlie worked at EDF Energy within the Small Business Department as a trainer for new employees.

Working within a small and friendly team is Carlie’s favourite part about her role at Gilbert Stephens Financial Services.

Outside of work, Carlie keeps herself busy by being a mum, socialising with friends, shopping and travelling.
You can contact Carlie on 01392 346464 or email: [email protected]

08/08/2021

The second team member we’d like to introduce you to is Hayley Martin-Herkt a Paraplanner based in our Exeter office.

Hayley is a level four diploma qualified Paraplanner who has been working in Financial Services since 2000 and has a wealth of experience in dealing with all areas of the advice process. She joined Gilbert Stephens in 2014 to support the ever expanding advisory team and help meet rising demand for their services.

Hayley will continue her professional development within the company where she hopes to achieve chartered status in the near future.

Out of the office Hayley enjoys attending the theatre, walking, reading and spending time with family and friends.

You can contact Hayley on 01392 346464 or email: [email protected]

Address

15/17 Southernhay East
Exeter
EX11QE

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm

Website

http://www.gilbertstephens.co.uk/

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