Amy Malyon
Bracknell,Berkshire
Summary
I am a highly motivated and experienced mortgage and protection adviser with a wealth of administrative experience and a proven track record in paraplanning. With CF6, R05 and R01 qualifications, I bring a deep understanding of the mortgage industry and a commitment to providing clients with tailored financial solutions. I pride myself on being friendly and approachable, always striving to build long-lasting relationships with clients based on trust and transparency. My ability to communicate complex financial information in an understandable way has been key to my success in this role. With a strong background in administrative tasks, I ensure that all processes are handled efficiently and accurately, enhancing the overall client experience. I am dedicated to continuing my professional development and am always seeking new opportunities to expand my knowledge and skills in the financial sector.
Overview
23
23
years of professional experience
Work History
Mortgage and Protection Adviser
Dalvi Wealth Management Limited
Bracknell, Bracknell Forest
11.2017 - Current
- When I first started with Dalvi, I was a Practice Manager and looked after the day to day running of the growing portfolio.
- I was responsible for the administration tasks, client contacting, letters of authorities and all admin-based queries.
- As the team and portfolio grew, I was responsible for the in-house training and support as well as my existing tasks.
- In 2020 – 2021 I also worked for another Partner Practice in SJP within their Paraplanning team on Mortgage cases and other admin queries.
- In 2021 I became full time with Dalvi and was more involved with the Mortgage cases, alongside our in house mortgage adviser.
- I have continued in this role and in 2021 I completed my R01 exam and in 2022 I completed my CF6 Mortgage exam and R05 in 2023.
- I got my own licence in February 2024 and became the sole Mortgage and Protection adviser for Dalvi.
- I Conduct detailed financial assessments, ensuring accurate loan recommendations.
- Ensure compliance with industry regulations through meticulous document management.
- Master a variety of mortgage software systems, optimising work efficiency.
- Enhance customer satisfaction by providing expert mortgage advice.
- Maintain strong professional relationships for repeat business.
- Utilise up-to-date market knowledge to offer relevant product suggestions.
- Provide comprehensive protection advice, promoting financial security for clients.
Gardener
Frilly Pickers
Bracknell, Bracknell Forest
04.2014 - 10.2022
- I worked as a gardener with Frilly Pickers for 2 days a week.
- Removed weeds regularly, promoting healthier growth for desired plants.
- Performed regular lawn mowing to maintain a neat appearance.
- Pruned overgrown shrubs, enhancing the garden's overall look.
Premier Manager
HSBC Bank plc
Woodley, Wokingham
10.2001 - 12.2013
- I was responsible for a portfolio of over 300 clients and had to look after their day-to-day banking needs and also give recommendations for any future needs.
- I would liaise between my client and any specialists they should need, this included independent advisors, Mortgage managers and business specialists.
- I supported the branch staff to achieve a good level of leads, I would give branch meetings and give feedback on every lead, be it positive or constructive.
- In this role I would also be involved in staff training including one 2 ones.
- In all my roles with HSBC I am used to working in a highly customer focused regulatory environment with strong performance structures.
- I am also used to working within a confidential and data protected company.
- Lending queries – I was responsible for mortgage queries from my clients. I would provide quotes, rates and book them in to see the mortgage manager to go through an application.
Education
Some College (No Degree) - Financial Protection (R05)
Cii
Reading 12.2023 -
Some College (No Degree) - Mortgage Advice (CF6)
Cii
Reading 11.2022 -
Some College (No Degree) - Financial Services, Regulation and Ethics (R01)
Cii
Reading 11.2021 -
Advanced Business GNVQ - Business Studies
Bracknell & Wokingham College
Bracknell 09.1997 - 07.2009
GCSEs - 9 GCSE’s including Maths and English.
St Crispins Secondary School
WokinghamSkills
- Customer service
- Mortgage and protection Paraplanning
- Mortgage assessment
- Communication
- Training and support
- Protection product analysis
- Specialist mortgage experience
- Protection planning
- Mortgage lending standards
Timeline
Some College (No Degree) - Financial Protection (R05)
Cii
12.2023 -
Some College (No Degree) - Mortgage Advice (CF6)
Cii
11.2022 -
Some College (No Degree) - Financial Services, Regulation and Ethics (R01)
Cii
11.2021 -
Mortgage and Protection Adviser
Dalvi Wealth Management Limited
11.2017 - Current
Gardener
Frilly Pickers
04.2014 - 10.2022
Premier Manager
HSBC Bank plc
10.2001 - 12.2013
Advanced Business GNVQ - Business Studies
Bracknell & Wokingham College
09.1997 - 07.2009
GCSEs - 9 GCSE’s including Maths and English.
St Crispins Secondary School
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