A seasoned professional with extensive expertise in client relations, looking to return to a Mortgage and Protection Advisory Role. 500 + completions in 6 years (2006-2012). I understand the home-buying process and am adept at navigating mortgage applications and maintaining client confidentiality. Demonstrates strong market awareness and property market knowledge, coupled with financial advisory skills and new business development capabilities. Proven track record in deal closing, with a focus on delivering exceptional service and fostering long-term client relationships. Organised and driven individual committed to exceeding revenue targets by maximising sales opportunities with new and existing clients. Demonstrates exceptional client management and negotiation skills to influence key decision-making and develop lucrative business strategies.
References are available on request.
East Renfrewshire Council - Volunteer of the Year 2014
ICC - Volunteer of the year 2016
Sportscotland - Local Hero 2016
Cricket Scotland - Biggest Change Maker award - 2016
ECB - Outstanding contribution to coach development - 2023
Lancashire Cricket Foundation - Judges' Award 2023
Financial Planning Certificate - 1, 2, & 3
CII - Level 3, Certificate in Mortgage Advice