Wealth Partner

• Jun 2022 - Present

Wealth Advisor

• Oct 2021 - Jun 2022

Wealth Advisor (Provisional)

• Jan 2021 - Oct 2021

Financial Planning / Administration Support (Professional Year)

• Jul 2020 - Jan 2021

Financial Planning Assistant/ Client Services

• Jan 2020 - Jun 2020

Consultant, FutureYou | Financial Planning | Financial Services, Sales | Recruitment |

• Mar 2019 - Dec 2019

- Built a Financial Planning recruitment desk from the ground up - Developed sales strategy to generate new client opportunities - 360 Recruitment process in Financial Services - Meet all sales KPI’s and Targets to ensure business growth - Exceeding targets by 200% - B2B Sales: Cold and Warm sales - Account management of top clients - Started new revenue stream in Financial Planning across Paraplanning up to Partnership positions - Business development: identification, generation, and exploitation of opportunities - Created articles and good read blogs to be released to my network.

Head Of Sales & Client Relationships

• Sep 2018 - Mar 2019

- Test and implement sales CRM platforms - Create sales SOP documentation for department - Meet all sales KPI’s and Targets to ensure business growth - Conduct reports and monthly reviews while reporting to the director to ensure business growth - B2B Sales: Cold and Warm sales – Complete 360 sales process. - Account management of top clients - Create and implement a sales strategy - Creation of marketing and sales collateral and working alongside the marketing team - Seek exposure opportunities with advertising websites - Create an interstate growth strategy

Financial Services Professional (Lending - Mortgages/Insurance - Personal & Business, Risk Adviser)

• Feb 2017 - Jul 2018

IMC Financial Services – Insurance/Risk Adviser(Broker), Account Manager (UK) - Proactively resolving any client queries or issues and ensuring timely and efficient resolutions. Generated £200,000 within 6 months and achieved highest revenue month and Quarter record - Mixture of B2B & B2C clients of VHNW and HNW clients via Face to Face & Telephone based advice - High level of account management sales and upselling of existing clients/ new business generation - Devising and implementing highly effective sales strategies to engineer commercial growth. - Demonstrating an exceptional knowledge of the Insurance and adhering to this at all times. - Achieving above and beyond sales targets and quarterly targets on an ongoing basis. Mortgage Advice Bureau (MAB) – Mortgage Broker (Residential & Commercial Property) (Australia) - Assisting in the management of 3 staff members. - Delivering staff training and acting as a key point of contact in reference to any queries. - Account management: coordinating client accounts and engineering business prospects across both prospective and existing clients. - Redevelopment of sales scripts in lead gen team to improve transfer success rate and quality transfer - Dealing with any queries or issues and ensuring timely and efficient resolutions. - Creating and implementing new policies and procedures to enhance productivity and client care. - Where required, creating applications, servicing calculations and settlement process. - Ensuring the effective execution and delivery of sales strategies in order to meet all short, mid and long term commercial targets.

Head of Property Management/ Property Manager/ Leasing Consultant - Residential & Commercial

• May 2013 - Feb 2017

- Managing a diverse portfolio of 250-400 properties and leading a team of 4 staff members. - Account Management of existing clients and portfolio growth through sales techniques - Leading all aspects of training, performance management and day-to-day delegation. - Enforcing a culture of positivity to ensure staff morale/performance is high. - Ensuring all business functions are working to improve and simplify the customer journey. - Developing and implementing key strategies to promote business growth and profitability. - Liaising routinely with clients in order to effectively gather their requirements. - Overseeing any bank reconciliations and maintaining responsibility for rental arrears. - Handling incoming enquiries from key accounts and identifying requirements in order to effectively solve problems - Overseeing all on-going and final inspection reports and escalating any issues as and where required. - Building and maintaining an exceptional relationship with all clients and proactively engineering business