Andrew Bunting
Heybridge, Maldon,Essex
Summary
Experienced financial services professional with a proven ability to develop strong relationships with key stakeholders. Demonstrates excellent communication skills and adapts effectively to cater for diverse audiences. Committed to developing others to excel in their roles whilst searching for own personal development.
Overview
20
20
years of professional experience
2001
2001
years of post-secondary education
1
1
Certification
Work history
Senior Business Monitoring Officer (Acquisitions)
Perspective Financial
01.2023 - Current
- Supporting newly acquired firms from exchange through to completion and beyond in both understanding and adopting 'the Perspective way'.
- Developed and delivering a suite of bespoke training modules to each new firm.
- Working closely with the T&C and M&A teams to ensure a smooth transition for new firms, their team, and their clients.
- Review new business and ongoing review files to ensure adviser standards are maintained.
Principle Designate & Financial Planner
Perspective Financial
03.2022 - 12.2022
- Managed a small team from acquisition of another financial services company.
- Advised high net worth clients on holistic financial planning.
- Operated a dual role out of two offices Advising 150 clients across two offices.
- Provided training and guidance to a new financial adviser and paraplanner.
- Maintained a high level of competent advice.
Financial Planner
Perspective Financial
07.2013 - 12.2022
- Developed a client bank of around 220 clients.
- Conducted in-depth financial reviews of clients' current circumstances and future aims.
- Cultivated and established close business relationships with prospective and existing clients.
- Provided independent, holistic financial advice to new and existing clients.
- Offered advice in Long Term Care to fellow advisors
- Managed around 90 clients along with taking on Principal Designate role at a second office.
- Maintained a high level of competent advice.
Financial Adviser
Intrinsic
05.2006 - 07.2013
- Provided Mortgage advice initially then obtained qualifications to provide advice in both Investments and Pensions in 2008 in order to provide holistic financial planning.
- Cultivated and established close business relationships with prospective clients.
- Developed own client bank.
- Maintained a high level of competent advice.
Education
Bachelor of Arts - Leisure Management
Coventry University
Skills
- Experienced financial services professional
- Ability to develop strong relationships with key stakeholders
- Excellent communication skills
- Ability to adapt to cater for the audience
Certification
- Diploma in Financial Planning (2012)
- LiBF Long Term Care (2017)
- LiBF Level 6 Pension Transfers (2022)
Timeline
Senior Business Monitoring Officer (Acquisitions)
Perspective Financial
01.2023 - Current
Principle Designate & Financial Planner
Perspective Financial
03.2022 - 12.2022
Financial Planner
Perspective Financial
07.2013 - 12.2022
Financial Adviser
Intrinsic
05.2006 - 07.2013
Bachelor of Arts - Leisure Management
Coventry University