Henri Okosi DipPFS CertCII (MP)

Associate Partner at Fortress Wealth Partnership
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK
Languages
  • English -

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Credentials

  • CISI Level 6 Certificate in Advanced Financial Planning
    The Chartered Institute for Securities & Investment (The CISI)
    Mar, 2022
    - Nov, 2024
  • CertCII (MP)
    Chartered Insurance Institute
    Sep, 2020
    - Nov, 2024
  • DipPFS
    Chartered Insurance Institute

Experience

  • Fortress Wealth Partnership Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Associate Partner
      • Mar 2022 - Present

    • Trainee Financial Planner
      • Aug 2019 - Mar 2022

  • Aeonsure
    • Insurance Broker

  • Atlantic Wealth Management Ltd
    • Client Manager
      • Sep 2018 - Jul 2019

  • Atlantic Wealth Management
    • Financial Administrator
      • Nov 2016 - Sep 2018

  • Aeonsure
    • Chelmsford, United Kingdom
    • Junior Marketing Executive
      • May 2016 - Jul 2016

      My previous position was as a junior Marketing Executive for the insurance firm Aeonsure. My role included direct calls with existing and potential clients, processing, diarising and forwarding client information ready for quotation by financial advisors, monitoring and altering team and personal spreadsheets (Microsoft Excel), and organising client meetings. The insurance products that I handled were mainly business, public indemnity and life insurance. My previous position was as a junior Marketing Executive for the insurance firm Aeonsure. My role included direct calls with existing and potential clients, processing, diarising and forwarding client information ready for quotation by financial advisors, monitoring and altering team and personal spreadsheets (Microsoft Excel), and organising client meetings. The insurance products that I handled were mainly business, public indemnity and life insurance.

Education

  • Shenfield Sixth Form
    A Level, Business Studies
    2013 - 2015

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