FINANCIAL ADVISER who has gained 12 years’ experience within the financial services sector and a proven track record in exceeding objectives within a regulated environment. In last role, helped identify clients' financial priorities and objectives and then develop a strategy to achieve these goals within a desired timescale. Once a plan was in place, was committed to giving a bespoke, personal service tailored to clients' specific needs, with a focus on building a long-term relationship. Advice covered all areas of wealth management, including investments, pensions, protection against risk and inheritance tax planning. Predominantly responsible for looking after an existing client bank with £13,000,000 FUM grossing average £90,000 renewal income. Client base included a mixture of high net worth and personal clients. Average client size £200-£300k. Business split delivered Pensions 50%, Investments 40% and Protection 10%.
Level 6 Award in Pension Transfers & Managing Investments, currently working on Taxation Trusts & Compliance. Diploma in Financial Planning. CeFA parts 1, 2, 3 and 4. CII CF6 - Mortgage Advising.
PLEASE NOTE: there is an issue with the REQUEST CV form at the moment, we are working on a fix. Please email your details to firstname.lastname@example.org whilst we resolve this. Thank you
Thank you, your request has been sent.
Would you like to receive information about new and interesting candidates?
Set up email alerts now! It's FREE!
Please complete all required fields.