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.
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