Aaron Platts

• Completed over 20,000 deliveries, demonstrating reliability and strong time management
• Worked independently in time-sensitive situations
• Maintained high performance and customer service standards

• Prepared financial planningsuitability reports for each client
• Worked to deadlines and prioritised tasks effectively, especially during busy periods such as the tax year end
• Obtained illustrations and the necessary information from product providers for the client.
• Ensured business was submitted to providers, promptly, accurately and within the agreed timescales.

• Handled incoming calls, emails and online enquiries in an efficient and professional manner

• Managed advisors’ diaries, booking mortgage and protection appointments for both new and existing clients

• Kept in regular contact with existing customers to review their mortgage and protection needs

• Played a key role within the team in increasing returning business, contributing to the continued growth of the company

• Carried out mortgage research to find the most suitable products for clients, ensuring all work was completed in a compliant manner

• Communicated research findings clearly to advisors through notes and verbal updates, ensuring they could confidently relay information to clien