Financial Advisor

• May 2020 - Present

I provide a range of Financial Services from Investment to Pension and Insurance advise in the UK market. I provide a range of Financial Services from Investment to Pension and Insurance advise in the UK market.

Financial Advisor

• Mar 2017 - Sep 2018

I was an Independence Financial Adviser working with my own book of clients, providing Investment, Retirement, Insurance and Estate Planning for the last two years. I had codes with a number of investments houses and provided holistic advise to clients. I worked closely with the broker consultants to keep up to date with the fund house offerings. I was an Independence Financial Adviser working with my own book of clients, providing Investment, Retirement, Insurance and Estate Planning for the last two years. I had codes with a number of investments houses and provided holistic advise to clients. I worked closely with the broker consultants to keep up to date with the fund house offerings.

Financial Adviser & Broker Acquisition

• Jul 2014 - Jan 2017

Conducted two roles with in GTC Broker Acquisition- - I trained acquired independent brokers on the GTC systems and functions - I provided a point of reference for any concerns or assistance required Financial Adviser- - Acted bother as a para-planner sourcing information and completing paperwork for current clients, as well as a Financial Adviser under category 2 supervision sourcing own clients. Conducted two roles with in GTC Broker Acquisition- - I trained acquired independent brokers on the GTC systems and functions - I provided a point of reference for any concerns or assistance required Financial Adviser- - Acted bother as a para-planner sourcing information and completing paperwork for current clients, as well as a Financial Adviser under category 2 supervision sourcing own clients.

Key Accounts Executive

• Oct 2012 - Feb 2013

Key Accounts Executive- Seek out new business through cold calling or otherwise, Build relationships, bring in specs, work with staff to actively find the right person, maintain contact with client through out, provide after placement support, draw up paperwork on weekly basis regarding calls and outcomes. Key Accounts Executive- Seek out new business through cold calling or otherwise, Build relationships, bring in specs, work with staff to actively find the right person, maintain contact with client through out, provide after placement support, draw up paperwork on weekly basis regarding calls and outcomes.

Financial Planner (Under Supervision)

• Apr 2011 - Mar 2012

Working closely with the Directors to learn the industry, sitting in on meetings and discussing the clients current investments, making sure the Directors are up to date with the clients they are seeing, taking minutes, drawing up Proposals, drawing up records of advice, communication between the directors and clients, working with the staff to ensure clients receive their monthly payment. Working closely with the Directors to learn the industry, sitting in on meetings and discussing the clients current investments, making sure the Directors are up to date with the clients they are seeing, taking minutes, drawing up Proposals, drawing up records of advice, communication between the directors and clients, working with the staff to ensure clients receive their monthly payment.

Trainee Manager

• Mar 2008 - Nov 2010