Experience

Principality Building Society

• Financial Services
• 700 & Above Employee

• Mortgage Advisor Trainer

  • Sep 2022 - Present

  My normal mortgage advisor duties alongside training new mortgage advisors coming into our business and training none advised staff for their duties

• Mortgage Advisor

  • Oct 2019 - Present

  Experienced Mortgage Advisor with a demonstrated history of working in the financial services industry. Skilled in Customer Relationship Management (CRM), Training, Financial Services and Management.

• Senior Customer Consultant

  • Mar 2017 - Oct 2019

  I looked after customer savings, registration of deaths and marriages. I also provided Home insurance and funeral plans for customers.

• Branch Manager

  • Jun 2011 - Mar 2017

  Managed business branch in local area dealing in mortgage, savings and insurance. I was in charged of performance, training of staff and running a successful and profitable branch.

• Mortgage and Insurance consultant

  • May 2009 - Jun 2011

  Experienced Mortgage Advisor with a demonstrated history of working in the financial services industry. Looking after mortgages and insurance needs of customers.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Planning Manager

  • Sep 2008 - May 2009

  Financial Planning manager, looking after mortgages, life cover, pensions and investments. Financial Planning manager, looking after mortgages, life cover, pensions and investments.



Principality Building Society

• Financial Services
• 700 & Above Employee

• Senior Branch Manager

  • May 2004 - Sep 2008

  Managing branch and staff, looking after savings, mortgage, insurance and investments Managing branch and staff, looking after savings, mortgage, insurance and investments