Experience

Acumen and Trust

• Ireland
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Jul 2019 - Present

• Client Service Executive

  • Sep 2016 - Jul 2019

  General Administration - Client Requests/ Consultant QueriesPreparing of Life Quotations for Consultants/Financial PlannersPreparing Annuity Quotes for Consultants/Financial PlannersProcessing Applications and Policy DocumentsPreparing Portfolio Valuations for client meetingsWorking closely with consultants on complex casesPaying close attention to detail when checking commissions and fun breakdowns with PD’sGrowing knowledge of Financial Planning Products and plans for a range of ProvidersStarted Graduate Diploma in Financial Planning - CFP



AIB

• Ireland
• Banking
• 700 & Above Employee

• Sales and Advisory

  • Nov 2014 - Sep 2016

  Worked in cash department during probation– Off Counter, TellerOnce qualified with APA in Loans, Regulation and Investments moved to Sales and Advisory department.Promoted to Student Officer of the BranchWrote up all Student lenders reports Head of branch insuranceAdvised on savings accounts and referred clients to our branch Financial AdvisorHead of customer service department in AIB UCD branchGained APA Qualification in Life Assurance and Pensions



Bank of Ireland

• Ireland
• Banking
• 700 & Above Employee

• Customer Service Representative

  • Mar 2014 - Nov 2014

  Customer support for all of Banking 365 – internet bankingI was part of the launch of the Digital Activation Centre with focus on activating customers onlineRespond to customer call back requestsManaged DAC email inbox and responsible for all outbound calls Updating customers on latest features and benefitsTraining new staff to a high standardExceeding daily targets on a regular basisDeveloped a great knowledge of online banking