Experience

Apex Advice Group

• New Zealand
• Financial Services
• 1 - 100 Employee

• Registered Financial Advisor - Mortgage Specialist

  • Dec 2017 - Present

  Registered Financial advisor providing mortgage advice and class Kiwisaver advice• Advising on appropriate mortgage products and loan structures to assist clients reach their financial goals• Submission of loan applications, liaising with clients and banks and advising on applications through to settlement

• New Business Support

  • Sep 2014 - Dec 2017

  Assisted Financial Advisers and Mortgage Brokers in the documentation and implementation of Insurance, Investment and Mortgage applications, this included the following:• Preparing and submitting the loan application on behalf of the mortgage adviser using My CRM• Liaising with clients to gather additional information and loan approval conditions• Arranging the completion of bank documents such as Tax Self Certification forms (GATCA) and Anti Money Laundering (AML) requirements as well as loan acceptances, Rate Lock Agreements and loan structure forms• Assisted RFA's and AFA's with pre-sale documentation and the submission of Risk and Investment applications Show less



Various

• Career Break/Overseas Travel

  • Jan 2012 - Sep 2014

  Career break travelling around Asia, Australia and America. In Australia I took on a couple of short term working contracts in Administrative and Sales roles. Career break travelling around Asia, Australia and America. In Australia I took on a couple of short term working contracts in Administrative and Sales roles.



Protect Line

• United Kingdom
• Insurance
• 100 - 200 Employee

• Insurance Sales Consultant

  • Jul 2011 - Jan 2012

  Insurance broker working in an outbound sales call centre. • Sold Life, Critical Illness and Medical insurance on a non-advice basis to customers who made online inquiries into insurance. Provided quotes to customers for a range of products and completed applications over the phone. Insurance broker working in an outbound sales call centre. • Sold Life, Critical Illness and Medical insurance on a non-advice basis to customers who made online inquiries into insurance. Provided quotes to customers for a range of products and completed applications over the phone.



Diligenta 2 Limited

• Bournemouth, United Kingdom

• Life and Pensions Administrator

  • Jul 2003 - May 2011

  A Life, Pensions and Investments outsourcing company, we were responsible for managing some of England’s largest Life and Pension books. • Worked on three major transfer projects allowing me to gather a vast amount of product knowledge. • When not on projects I would work as a Life and Pensions Administrator on the super user teams. Daily duties would include processing new business applications, calculating benefits, handling client and trustee enquiries, financial reporting, processing payments, preparing invoices and maintaining client data. Show less