Bryan Twort

• Executed daily duties with precision to manage diary and client expectations.
• Conducted on-site consultations to define project requirements and evaluate progress.
• Collaborated with clients to develop designs that surpassed expectations.
• Captured measurements and photographs for accurate project assessment and cost estimation.
• Delivered tasks within tight deadlines, consistently meeting client requirements.
• Provided friendly customer service while effectively managing challenging situations.
• Supported team by demonstrating respect and willingness to assist as needed.
• Applied critical thinking to analyse issues, evaluate solutions, and inform decisions.

• Helped in the setup of special events and promotional activities within the store.
• Ensured visual merchandising standards with regular display updates.
• Designed visually pleasing in-store and window displays to increase footfall.
• Carried out back-of-house maintenance, for clear, easy-to-navigate stockroom management.
• Built rapport with new and existing customers to boost client retention.
• Maintained clean shop floor, promoting a welcoming environment.
• Supported team members for improved operational efficiency.
• Participated in seasonal sale preparations by arranging promotional displays strategically.

• Provided exceptional customer service and financial advice to individual and corporate clients.
• Delivered comprehensive planning, including life assurance, mortgage, investment, retirement, and estate.
• Offered tax planning strategies to minimise liabilities and maximise profits.
• Conducted regular client review meetings to ensure transparency about financial progress.
• Assisted in wealth management, securing future investments for clients.
• Utilised the latest platform technology for efficient wealth management.

Managed accounts for high net worth clients, ensuring tailored financial solutions.

Collaborated with Private Banking Managers across South East to address client needs in protection, retirement, savings, and investments.

• Worked across the retail branch network in London and Surrey helping clients with their Protection, Retirement, Investment, Savings and Mortgage needs.
• Translated financial jargon for complete client understanding.
• Assessed clients' financial requirements to devise bespoke investment plans.
• Assessed client asset portfolios to maximise return on investment.
• Analysed risk across client assets, maintaining investment security.
• Performed thorough risk assessments to minimise investment issues.
• Supported clients in setting clear financial goals with plans to achieve them.
• Updated clients on new financial products for improved investment possibilities.
• Maintained up-to-date knowledge of legislation and policy changes.
• Achieved personal KPIs with diligent work and supported overall team objectives.
• Reviewed investment wrappers for suitability and optimised strategies.
• Created lifelong, sustainable strategies for client wealth management.
• Completed regular and ongoing reviews of client portfolios and created targeted, success-orientated advice.
• Executed efficient asset allocation strategies, optimising returns whilst minimising risk.
• Built on existing client base through proactive referrals and recommendations.
• Facilitated client understanding of complex financial products, enhancing trust and loyalty.
• Delivered personalised wealth management solutions to meet client goals.
• Managed risk portfolio of clients with meticulous attention to detail.
• Optimised tax liabilities for clients via valid reliefs and allowances.
• Improved client relationships by conducting regular financial review meetings.
• Led team of junior advisors to enhance their performance and productivity.
• Kept abreast of industry trends, leveraging insights for effective planning and forecasting.
• Assisted clients with planning for and funding retirements using various types of investments.
• Advised clients in person, over phone and in writing to deliver top service and optimum strategies.
• Developed bespoke investment strategies for diverse portfolio of clients.

• Carried out day-to-day duties accurately and efficiently.
• Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
• Successfully delivered on tasks within tight deadlines.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Delivered exceptional customer service by proactively listening to concerns and answering questions.
• Applied positive customer service approach to increase satisfaction levels.
• Completed customer orders with speed and accuracy.
• Displayed energy and enthusiasm in fast-paced environment.
• Completed duties to deliver on targets with accuracy and efficiency.
• Improved efficiency and productivity by acquiring new skills.
• Supported team by demonstrating respect and willingness to help.
• Consistently arrived at work on time and ready to start immediately.
• Offered friendly, efficient customer service and handled challenging situations with ease.