Chris Sadler
Chesterfield,Derbyshire
Summary
- High-achieving financial services professional with 9 years history
of success in wealth management and financial planning. - Energetic financial services professional highly effective at
working with clients of all levels and backgrounds. Friendly and
personable with adaptable approach. - Pro active self-starter and team builder. Navigates high-stress
situations and achieves goals on time and under budget. - Highly client-focused , successfully contributing to company
profits by improving team efficiency and productivity. Skilled at
effective negotiations and upselling techniques. Utilises excellent
organisational skill to enhance efficiency and lead teams to
achieve outstanding results.
Overview
9
9
years of professional experience
Work History
Financial Planner & Director
Fogwill & Jones Wealth Management
Sheffield, South Yorkshire
04.2019 - Current
- Conduct in-depth financial reviews of client's current circumstances and future aims.
- Cultivate and establish close business relationships with prospective and existing clients.
- Provide independent, holistic financial planning to new and existing clients.
- Brand ambassador.
- Day to day running of the business, which includes managing a team of 15 members of staff.
- Improving efficiencies and implementing new processes within the business.
- Monitoring and designing marketing initiatives.
- Reviewing both individual and team performances against KPI's.
- Reconciling the company accounts, payroll and making bank payments.
Financial Planner
Jones & Co Independent Financial Advice
Chesterfield, Derbyshire
05.2016 - 04.2019
- Provided independent, holistic financial advice to new and existing clients.
- Analysed data to prepare and present bespoke, accurate financial plans.
- Fully adhered FCA regulations, maintaining awareness of changes in legislation and addressing risks of non-compliance.
- Conducted in-depth financial reviews of clients' current
circumstances and future aims. - Contacted and arranged initial meetings with prospective clients
to respond to queries and outline development plans. - Counselled clients on financial matters and provide
recommendations investment opportunities, products and
services based on client needs and asset availability. - Developed and deepened relationships with new and existing
clients. - Promoted business to increase customer base and grow revenue.
Mortgage Adviser
Jones & Co Independent Financial Advice
Chesterfield, Derbyshire
10.2014 - 05.2016
- Adhered to all compliance guidelines for retail mortgage lending.
- Evaluated bespoke client needs to source products best suited to current financial circumstances.
- Advised clients on various mortgage types, including discount,
fixed-rate and tracker mortgages. - Advised clients on monthly expenditure, implementing improved
spending habits and improving their outlook for securing a
mortgage. - Walked clients through application processes and advised on
documentation to secure mortgages. - Assisted clients secure mortgages, searching and securing
bespoke packages to meet their needs. - Liaised with mortgage lenders, solicitors and valuers to facilitate
underwriting process and loan completion.
Education
Level 6 Advanced DipFA - Financial Advice
London Institute of Banking and Finance
LondonLong Term Care and Later Life Planning Advice - Financial Advice
London Institute of Banking and Finance
LondonAF7 - Pension Transfers
Chartered Insurance Institute
Diploma for Financial Advisers - Financial Advice
London Institute of Banking and Finance
LondonCertificate for Financial Advisers - Financial Advice
London Institute of Banking and Finance
LondonCertificate in Mortgage Advice and Practice - Mortgage Advice
London Institute of Banking and Finance
LondonSkills
- Business development
- Risk analysis
- Complex negotiation
- Regulatory awareness
- Client acquisition and retention
- Financial data analysis
- Investment, pension, estate, protection and tax planning
- Client relationship management
- Recruiting and interviewing
- Team collaboration
- Brand management
- Financial leadership
- Revenue growth
- Operations oversight
- Budgeting
- Marketing
Languages
English
Fluent
Timeline
Financial Planner & Director
Fogwill & Jones Wealth Management
04.2019 - Current
Financial Planner
Jones & Co Independent Financial Advice
05.2016 - 04.2019
Mortgage Adviser
Jones & Co Independent Financial Advice
10.2014 - 05.2016
Level 6 Advanced DipFA - Financial Advice
London Institute of Banking and Finance
Long Term Care and Later Life Planning Advice - Financial Advice
London Institute of Banking and Finance
AF7 - Pension Transfers
Chartered Insurance Institute
Diploma for Financial Advisers - Financial Advice
London Institute of Banking and Finance
Certificate for Financial Advisers - Financial Advice
London Institute of Banking and Finance
Certificate in Mortgage Advice and Practice - Mortgage Advice
London Institute of Banking and Finance
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