Dynamic Financial Advisor with a strong foundation in regulated financial planning, backed by the CII Level 4 Diploma and hands-on experience in a client-focused role with Quilter Financial Advisers. Experienced in writing new business and ongoing Client servicing, I bring an energetic, client-centric approach to financial advising, driven by a passion for learning and exceeding client expectations. Having achieved my qualification within 9 months, and a further year of practical experience as a Financial Planner, I have developed a keen understanding of client needs, regulatory requirements, and strategic financial planning.
Now, seeking a full-time, employed position that offers stability and the opportunity to expand my skills in a collaborative environment. Eager to leverage my financial knowledge, organisational strengths, and commitment to client satisfaction to build long-term relationships that drive success for both my clients and my employer. Confident in my ability to thrive in this role, I am dedicated to contributing as a reliable, valuable team member.