Financial Planning & Analysis Job Description

Financial Planning & Analysis Job Description – The fact is that most people have no idea where they are headed financially. They may have assets, investments and a high income, but they have no clear idea of ​​what it all means or what financial future they are building for themselves.

Financial Life Planning is a process we have developed to actively manage your affairs, bringing together all aspects of your personal finances, from savings and investments to school tuition planning, pensions, life insurance, mortgages and tax and estate planning.

Financial Planning & Analysis Job Description

This is supported by a life forecast that graphically shows your financial roadmap. It will highlight both opportunities and threats, and perhaps for the first time you will clearly see whether your goals are not only achievable, but also whether they can be sustained in the future.

The Medical Algorithmic Audit

We determine your life goals – We want to understand you, your personal circumstances and your wishes. What do you want from life, what do you want for your family?

We collect data – We collect and assess all relevant personal and financial data (including income and expenses) and determine your attitude to investments and other risks.

We analyze the data – clarify your current situation and how you got there, and create a lifetime cash flow model to identify the gaps between your stated goals and reality. Once the data is analyzed, we research the entire market on your behalf before making recommendations.

We prepare a personal report and recommendations. This includes creating a roadmap that outlines how your current situation as well as new and different strategies can be used to get you where you want to be.

Data Analytics Projects For All Levels

We implement the plan – Without an implementation phase, there are no measures and dreams and goals are not achieved.

We are reviewing the plan – this is the final phase. We review the plan regularly and make changes as necessary. Reviews should be carried out at least once a year (but can be more frequent if necessary) and take into account changes in personal circumstances, legislation and key assumptions.

Call Enable FLP today on 01279 755 950 to arrange a FREE consultation to find out how we can make your money work better for you. Alternatively, you can send us a message by clicking here. One of our financial experts will then call you back

After Enable FLP was recommended to me by my real estate agent, I was very impressed with the service offered. I originally planned to apply for a mortgage myself. However, given the current market conditions, I thought a mortgage advisor would be the safest bet for the best deal. Ellen from Enable FLP provided excellent service and quick communication. I would highly recommend if you are looking for a mortgage advisor! read more

Operational Finance: Strategic Vs Operational Cfos

Ellen and the rest of the team at Enable did an excellent job of guiding us through our mortgage options when we purchased our first home. Everything was well explained, clear and… direct, absolutely recommended! read more

STOP LOOKING! Use Activate! The following words are not enough to express our gratitude. As first-time buyers in this economy, we shopped around for a mortgage, spoke to multiple mortgage brokers and submitted an application that was rejected for unclear reasons. We almost gave up as none of the mortgage brokers seemed to care and they only responded once a week until a friend referred us to Ian and my god the difference in service is like night and day. Ian listened to our case, asked questions we had never been asked before, understood our needs, what we were looking for and the tight deadline we had from the developers. Then we received a fundamental decision within a few hours. We were scared, but Jan calmed us down and was very patient as we waited for him with questions. During the process we hit a block and he explained everything to us and gave us a solution to work on. We received the offer within 2 weeks! I cried when Ian called to tell me the news! All the other advisors said they wouldn’t be able to achieve the LTV we wanted, but Ian got it for us and helped us get our first home (which is also our dream home) and climb the property ladder . When we needed building insurance for the mortgage, Tom contacted us. We didn’t even think to shop around like we had with mortgage brokers. We felt like we were in good hands and chose the quote he made for building and contents insurance. Tom was also very communicative and caring. Throughout the entire home buying process with all the stress and anxiety of lawyers, contractors, appraisers and everything else, choosing Enable Services was by far the best decision we made. I will vote for her again when we refinance and the insurance needs to be renewed next year. Real advisors and advisors who care. Keep it up, people! read more

Ian and the team at Enable were a huge help in getting us a mortgage and assisting us with our home purchase. They did their best and were calming and attentive throughout. As first time buyers we couldn’t have asked for more and can’t thank them enough! We will definitely use them again in the future and recommend them for all of their services. read more

I have been using Enable Independent for mortgage advice for over 15 years and have always received excellent service. Ian Medway is an accessible, informative and trusted source of mortgage advice. It is highly recommended. read more

Business Plan Mind Map

Many thanks to Tom for helping me buy my first home. He walked me through the entire process step by step and made it really simple and easy to understand. Very…would recommend and use again. read more

Our experience with Enable was fantastic with our first home purchase and subsequent two refinancings. Rebecca was a great mortgage advisor and was always available when we had questions about the process. I would highly recommend Rebecca and the team at Enable for your mortgage needs. read more

Rebecca was impeccable and often gave her best during the three years we worked with her on Enable. Email replies are quick and their advice has been crucial to getting a very good deal in the current climate. read more

Enable arranged my mortgage and I was really impressed with the help they offered. I would highly recommend Mike and his team for financial advice and services.

Annual Operating Plans: Definition + How To Write Them

I am very happy with my advisor Karon Kehoe and also Julie Cowell. They were both extremely helpful and patient considering I have mild cognitive impairment and need things explained to me. I am very grateful for the advice and would highly recommend Enable and Caron Kehoe. read more

My experience with Stephen Bailey and the Enable team was first class from start to finish. Stephen took the time to get to know us and understand what we wanted and then presented us with a range of options and went through the pros and cons of each so we could decide which product would be best for us . Once we decided on a mortgage product, Stephen guided us through the process and was always available to answer any questions or suggestions to make the entire experience as hassle-free as possible. I have happily recommended Stephen and Enable to other friends and family members who have also been able to help. read more

Very friendly company. All of our business is handled quickly and efficiently. I would definitely recommend to others needing help and advice with mortgages. Thanks

Ian Medway was my agent, it was my first purchase, he guided me through the entire process and gave me advice every step of the way, which I will always appreciate. All in all… without Ian (mainly) Debbie and Jane I doubt I would be sitting in my first home today. Ian is great and I would have no hesitation in recommending Enable to anyone and would definitely use them again. Thank you all. read more

The Data Information Knowledge Wisdom Pyramid

Absolutely first class customer service, speed and efficiency in dealing with them. Ellen and her team were 5 star in their service. We wouldn’t use anyone now. We can highly recommend this company. He got us into our house just in time for Christmas. read more

I would highly recommend using Enable. Ellen, our mortgage advisor, was very professional and made the entire process completely stress-free. As first time buyers, we were unfamiliar with the mortgage process, but Ellen was always happy to discuss all aspects of the process. I look forward to using Enable again. read more

Very good service. Steven was our advisor and was very friendly and helpful throughout the mortgage negotiation process. After downloading, he walked us through all the options

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