Gavin Horrocks
Slip End,Bedfordshire
Summary
Dedicated Financial Advisor with strengths in tailored financial planning and client advise. Guiding clients in setting and achieving realistic financial goals through comprehensive strategies in mortgages, protection, pensions, investments, and estate planning. Builds long-term relationships by delivering expert, compliant advice and fostering trust with a focus on the client.
Overview
22
22
years of professional experience
Work History
Financial Advisor
Wesleyan Financial Services
07.2018 - Current
- Specialist Financial Adviser, providing tailored financial planning. Pensions, mortgages, protection, investments, estate planning and cash flow modeling.
- Work with specialized trusted professions, specifically doctors.
- Assisted clients in setting realistic financial goals, developing actionable plans to achieve them.
- Promoted business to increase customer base and grow revenue.
- Conducted regular portfolio reviews with clients, ensuring alignment with their evolving financial objectives and risk tolerance.
- Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
- Consulted with clients to assess and meet short- and long-term financial goals.
- The role involves building long-term relationships, proactive business growth, and delivering expert, compliant advice.
Mortgage Broker
Chancellors
10.2015 - 07.2018
- Mortgage broker working with estate agency colleagues.
- Advised customers on the best available mortgage products and options.
- Supported client mortgage processes by completing applications and submitting them to lenders.
- Analysed clients' financial documents and credit histories to assess mortgage eligibility and potential rates.
- Utilised financial software to accurately calculate mortgage repayments and affordability assessments.
- Built and maintained strong relationships with estate agents and lenders to facilitate smooth transactions.
- Educated customers about conditions of mortgages, repayment requirements and mortgage term and product.
- Advised clients on mortgage options, rates, and terms, tailoring recommendations to individual financial situations.
Regional Manager
Santander UK
04.2004 - 10.2015
- Regional Manager, providing training, coaching, supervision, and development, delivering excellent customer service. Managing a team of 17 specialists.
- Implementing quality standards for my team, fulfilling compliance requirements, providing excellent customer service, and reporting to the Divisional Manager.
- Work closely with management colleagues to ensure the delivery of quarterly supervisory and business targets. Building relationships with a reputation for integrity, recruitment, and development. Assisted in training and inducting all investment-regulated staff on requirements and procedures. Supporting and embedding the training and competence framework, and ensuring it is adhered to.
Education
CII
Skills
- Client needs analysis
- Financial planning
- Relationship management
- Risk assessment
Timeline
Financial Advisor
Wesleyan Financial Services
07.2018 - Current
Mortgage Broker
Chancellors
10.2015 - 07.2018
Regional Manager
Santander UK
04.2004 - 10.2015
CII