Arfon Lewis Jones

• Oversaw daily operations, maintaining strict adherence to quality standards and regulatory compliance.
• Managed financial budgets, forecasting, and reporting, ensuring fiscal responsibility and sustainability.
• Controlled expenses and allocated financial resources to reach budget goals.
• Built successful business culture focused on performance optimisation and goal attainment.
• Developed successful strategies and policies, meeting organisational needs and implementing improvements.
• Monitored operations to keep processes aligned with targets and matching forecasts.
• Kept organisation in compliance with regulations and internal requirements.
• Streamlined inventory management processes, reducing waste and optimising stock levels for operational efficiency.
• Tracked organizational performance against objectives and revamped strategies to better meet targets.
• Directed successful marketing campaigns, increasing brand visibility and market penetration.
• Leveraged financial data and forecasts to set clear operating budgets.

• Improved return on capital investment
• Held operational oversight and budgetary governance
• Monitored business trend forecasts and adjusted budgets and operational plans to maximise growth and opportunities.
• Developed and monitored internal control systems.
• Reviewed, analysed and interpreted financial statements.
• Maintained productive relationships and communication channels across organisation.
• Revitalised business plans and realigned company objectives to increase overall profits.
• Cultivated and maintained strong industry relationships and customer partnerships to capitalise on opportunities and maximise business success.

Managed a portfolio of Investments on Client's behalf

Regular review of Client's needs and objectives

Provided a "one stop" financial/Insurance service

• Contacted and arranged initial meetings with prospective clients to respond to queries and outline development plans.
• Conducted in-depth financial reviews of clients' current circumstances and future aims.
• Analysed data to prepare and present bespoke, accurate financial plans.
• Actively maintained up-to-date knowledge and informed clients of changes in legislation that affected planning.
• Performed financial reviews and produced tailored business reports with clients' interest in mind.

• Stayed up-to-date on the latest industry trends, keeping knowledgeable in competitive markets.
• Set sales goal monitoring team performance to ensure teams stayed on target.
• Developed effective action plans , improving agency performance and increasing sales
• Modified processes and work procedures, ensuring all services ran smoothly, efficiently and within schedules.
• Analysed team performance , identifying struggling employees and providing extra training.
• Effectively managed 50+ employees, ensuring individuals met team objectives and sales goals.
• Met deadlines by proactively managing individual and team tasks and implementing processes.
• Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement.
• Created profitable marketing campaigns for products using social media strategies and analytics.