Belinda Flannery

• Expanded client base through strategic business development initiatives both B2B and F2F clients.
• Streamlined operations by implementing process improvements for enhanced productivity.
• Established clear financial administration controls and ensured compliance with FCA industry standards.
• Coordinated with legal experts to verify accuracy of estate planning documents.
• Conducted regular client review meetings both F2F and remotely to assess effectiveness of financial plans.
• Prepared detailed reports outlining financial status and progress towards client goals.
• Advised clients on risk mitigation strategies related to estates, including insurance policies.
• Developed comprehensive and detailed estate plans by collaborating with clients and attorneys.
• Increased sales through persuasive upselling techniques.
• Increased customer base through effective business development activities including networking both UK and Europe.
• Secured financial stability for clients by advising on suitable mortgage products.
• Member of Institute of Professional Will Writers.(IPW)
• Managed solicitors along with estate agents for smooth transactions.
• Prepared detailed reports on client's financial status, aiding informed decisions.
• Liaised effectively between lenders, borrowers for efficient communication processes.
• Managed diverse portfolios of BTL mortgages; delivered personalised service.
• Delivered staff training at large companies as part of their financial wellbeing packages.
• Facilitated regular team meetings, fostering open communication and teamwork.
• Attended trade shows, enhancing company's industry presence and potential leads generation.
• Utilised social media, and networking events for client sourcing.

• Implemented cross-curricular projects that engaged students in comprehensive learning experiences.
• Created an inclusive classroom environment, ensuring all students felt valued and accepted.
• Utilised ICT tools to enhance interactive learning experiences in classrooms.
• Fostered a positive learning atmosphere through effective classroom management strategies.
• Attended professional development sessions to remain informed on modern teaching methodologies.
• Participated in parent-teacher meetings to discuss pupil progress and areas for improvement.
• Assessed student progress and provided constructive feedback for development.
• Cultivated strong relationships with students by demonstrating genuine interest in their growth.

• Business development manager - Financial Services
• Managed key accounts, ensuring high levels of customer satisfaction.
• Executed successful product launches, driving market penetration.
• Conducted market research to identify potential business opportunities.
• Managed demographic bank of clients, making over 30 calls per day to secure appointments.
• Designed strategy to win new business and maximise selling opportunities among existing clients, achieving lucrative results.
• Consistently exceeded revenue targets through new account development.
• Reported to senior leadership on latest research on market insights, industry trends and expansion opportunities.
• Maintained client records in bespoke CRM systems, ensuring streamlined data processes for maximum efficiency.

• Performed regular audits of client accounts ensuring accuracy and transparency.
• Enhanced client relations by providing expert financial advice and

developing tailored financial solutions to meet individual needs.

• Tailored insurance policies to match clients' unique needs.
• Advised clients in person, over phone and in writing to deliver top service and optimum strategies.
• Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.

• Delivered comprehensive after-sales support to ensure high customer satisfaction.
• Monitored and refreshed displays to enhance customer attraction.
• Implemented promotional strategies to boost product visibility.
• Facilitated smooth checkout processes, improving overall customer experience.
• Attended training sessions to remain updated on latest sales techniques.
• Increased sales through effective negotiation and persuasion tactics.