Summary
Overview
Work history
Education
Skills
Affiliations
Timeline
Generic
Hadley O'Connor

Hadley O'Connor

Rochester,Kent

Summary

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.

Overview

10
10
years of professional experience
1
1
year of post-secondary education

Work history

Financial Planner

Quilter Financial Advisers
London, Remote
06.2023 - Current
  • Responsible for over 150 clients who are receiving my ongoing service and annual reviews on behalf of my Employer, ensuring continued suitability and valued advice.
  • New business written within first 12 months experience leading to in excess of £1.5m client holdings transferred or invested on company Platform and Investment Proposition.
  • 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.
  • Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Maintained up-to-date knowledge of legislation and policy changes.
  • Supported clients in setting clear financial goals with plans to achieve them.
  • Recommended strategies for mitigating current financial risks and planning deficiencies.
  • Reviewed investment wrappers for suitability and optimised strategies.
  • Researched financial products thoroughly to provide thorough, reliable client guidance.

Backpacking / Travelling Mexico

Career Break
06.2022 - 11.2022

Business Implementation Manager

Anchor Support Services Ltd
Strood, Kent
09.2020 - 05.2022
  • Created and led successful business culture focused on performance.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Maintained organisational compliance with applicable legislation and regulations.
  • Put in place clear controls for financial administration and business management.
  • Allocated resources to teams and projects based on need, performance and availability.
  • Worked with board of directors to establish objectives and decisively lead operations.
  • Partnered with management team to optimise operations and reduce costs.
  • Established strong rapport with stakeholders to enhance business credibility.

Quantity Surveyor

Dornan Engineering Ltd
London, City of London
01.2020 - 09.2020
  • Expertly managed Sub-Contract budgets of up to £10,000,000.
  • Assessed Sub-Contractor Payment applications, valuations and cost reconciliations to ensure fair and reasonable payment, whilst maintaining positive cash flow.
  • Responded and assisted customers with account inquiries and updates.
  • Supported Project Managers with commercial and contract management of consultants and contractors to maintain cost-effectiveness.
  • Collated site records, prepared meeting packs and took accurate meeting minutes, tracking outcomes to maintain optimum traceability.
  • Maximised commercial results and profit margins for allocated projects.
  • Complied to all main contract and subcontract processes.

Quantity Surveyor

NG Bailey Group Ltd
London, City of London
09.2017 - 01.2020
  • Responded and assisted customers with account inquiries and updates.
  • Prepared supply chain enquiries and negotiated, administered and finalised supply chain contracts.
  • Compared estimates for affordability against business plans to make swift, cost-effective decisions informed by Senior Quantity Surveyor and Commercial Manager.
  • Maximised commercial results and profit margins for allocated projects.
  • Ensured cost management against project budget, highlighting commercial issues and reporting on risks to maintain positive cash flow forecasts.

Assistant Quantity Surveyor

NG Bailey Group Ltd
London, City of London
09.2016 - 09.2017
  • Maximised profitability, verifying appropriate tender margin was met on each project.
  • Prevented overspending by reviewing and approving subcontractor payments.
  • Provided accurate analysis of subcontractor applications to ensure high standards of quality.
  • Enabled smooth completion of 3 construction projects of up to £50,000,000 in value.
  • Used problem-solving and communication skills to resolve issues with clients, consultants and subcontractors.
  • Ensured successful project outcomes by delivering effective performance assessments of contractors.

Trainee Quantity Surveyor

NG Bailey Group Ltd
London, City of London
09.2015 - 09.2016
  • Used valuation dates to generate projection sales forecast.
  • Generated professional correspondence unaided to maintain effective means of communication with 10+ subcontractors.
  • Actively attended several team meetings weekly, reporting on internal cost/ value reports and forecasts, project progress, contract compliance and more.
  • Obtained all cost information including estimating data and tender quotations.
  • Performed general commercial administration duties including filing and managing internal correspondence.
  • Submitted monthly cost value reconciliations to Financial Manager.

Education

Diploma of Higher Education - Regulated Financial Planning

Chartered Insurance Institute
Kent
06.2023 - 01.2024

Higher National Certificate - Construction and the Built Environment

Leeds College of Building

NVQ Level 5 - Construction Management

Leeds College of Building

NVQ Level 3 - Construction Contracting Operations

Leeds College of Building

BTEC Level 3 - Construction and the Built Environment

Leeds College of Building

A-Levels - Physical Education

Chatham Grammar School for Boys

A-Levels - Media Studies

Chatham Grammar School for Boys

A-Levels - Psychology

Chatham Grammar School for Boys

GCSEs - Mathematics

Chatham Grammar School for Boys

GCSEs - Physical Education

Chatham Grammar School for Boys

GCSEs - Design Technology

Chatham Grammar School for Boys

GCSEs - English Language

Chatham Grammar School for Boys

GCSEs - English Literature

Chatham Grammar School for Boys

GCSEs - Science

Chatham Grammar School for Boys

GCSEs - Additional Science

Chatham Grammar School for Boys

Skills

  • Proficient XPlan and Dynamic Planner Software skills
  • Outstanding verbal and written communication
  • Ability to lead as well as work within teams
  • Relationship Management with Clients and Colleagues
  • Attention to Detail
  • Financial planning
  • Investment planning
  • Retirement Planning
  • Wealth Accumulation Planning
  • UK Taxation systems
  • Financial modelling
  • Insurance knowledge
  • Cash flow modelling
  • Business administration

Affiliations

  • Outside of work, I find joy in spending quality time with my friends, family, and two beloved dogs. I also pursue personal growth and discipline through training in Brazilian Jiu-Jitsu, which not only enriches my life but also enhances my resilience and focus. I am also a 'fair-weather golfer' and enjoy playing the occasional round every once in a while.

Timeline

Financial Planner

Quilter Financial Advisers
06.2023 - Current

Diploma of Higher Education - Regulated Financial Planning

Chartered Insurance Institute
06.2023 - 01.2024

Backpacking / Travelling Mexico

Career Break
06.2022 - 11.2022

Business Implementation Manager

Anchor Support Services Ltd
09.2020 - 05.2022

Quantity Surveyor

Dornan Engineering Ltd
01.2020 - 09.2020

Quantity Surveyor

NG Bailey Group Ltd
09.2017 - 01.2020

Assistant Quantity Surveyor

NG Bailey Group Ltd
09.2016 - 09.2017

Trainee Quantity Surveyor

NG Bailey Group Ltd
09.2015 - 09.2016

Higher National Certificate - Construction and the Built Environment

Leeds College of Building

NVQ Level 5 - Construction Management

Leeds College of Building

NVQ Level 3 - Construction Contracting Operations

Leeds College of Building

BTEC Level 3 - Construction and the Built Environment

Leeds College of Building

A-Levels - Physical Education

Chatham Grammar School for Boys

A-Levels - Media Studies

Chatham Grammar School for Boys

A-Levels - Psychology

Chatham Grammar School for Boys

GCSEs - Mathematics

Chatham Grammar School for Boys

GCSEs - Physical Education

Chatham Grammar School for Boys

GCSEs - Design Technology

Chatham Grammar School for Boys

GCSEs - English Language

Chatham Grammar School for Boys

GCSEs - English Literature

Chatham Grammar School for Boys

GCSEs - Science

Chatham Grammar School for Boys

GCSEs - Additional Science

Chatham Grammar School for Boys
Hadley O'Connor