Summary
Overview
Work history
Education
Skills
Professional Qualifications
Timeline
Generic

James Cater

Goostrey,Cheshire East

Summary

Highly motivated individual offering 10 years of experience in Sales and Financial Services. I have always been extremely driven to exceed sales goals and achieve any targets given to me. I am used to working in a fast paced environment and enjoy all challenges presented.

Overview

12
12
years of professional experience

Work history

Self Employed Mortgage and Protection Adviser

CMME Mortgages and Protection Ltd
11.2024 - Current

I am currently working as a Self-Employed Mortgage and Protection Adviser under CMME Mortgages and Protection (Onedome Group). I work closely with clients helping them achieve the property goals and providing best advice. I offer residential, BTL, second charge, bridging and commercial solutions for my clients.

Independent Financial Adviser

Cheetham Jackson
Warrington
10.2023 - 11.2024

I am currently working with Cheetham Jackson as an Independent Financial Adviser. I work closely with clients helping them to achieve their Financial goals and retirement they aspire to. I believe in keeping the complex simple and building long lasting relationships with my clients. I provide advice on bespoke solutions including investments, retirement planning, personal & business protection, IHT planning and trusts.

Mortgage and Protection Adviser

Gascoigne Halman
Knutsford, Cheshire
11.2021 - 09.2023

I worked as a Mortgage and Protection advisor within Gascoigne Halman Estate Agency. I qualified all offers that come into the office and generated appointments through proactively calling potential buyers and vendors. I work with clients searching the market to find the most suitable mortgage product to meet their needs and circumstances as well as offering Protection advice offering Life insurance, Critical Illness cover, Income protection and buildings insurance.

Car Finance Manager

Rix Motor Company/Accept Car Finance
Warrington, Cheshire
01.2014 - 08.2021

Sales/Business Manager - Working in the Motor Industry where i was in charge of 12 sales staff, setting targets, holding weekly meetings and also dealt with Finance BDM's from different lenders regularly having meetings and reviewing targets/commission structures.

Sales Executive - Consistently achieved monthly car sales targets in a customer facing environment as well as inbound/outbound sales. I worked efficiently building rapport with customer's and regularly received positive feedback.

Education

GCSE -

North Cestrian School
Altrincham

A-Levels -

Rossall School
Fleetwood

Bachelor of Science - Pharmaceutical Chemistry 2:2

Manchester Metropolitan University
Manchester

Skills

  • Lead generation
  • Excellent communication skills
  • Rapport and relationship building
  • Customer service

Professional Qualifications

  • Level 4 Diploma in Financial Planning (DipPFS)
  • Certificate In Mortgage And Practice (CEMAP)
  • Specialist Automotive Finance (SAF) Qualified

Timeline

Self Employed Mortgage and Protection Adviser

CMME Mortgages and Protection Ltd
11.2024 - Current

Independent Financial Adviser

Cheetham Jackson
10.2023 - 11.2024

Mortgage and Protection Adviser

Gascoigne Halman
11.2021 - 09.2023

Car Finance Manager

Rix Motor Company/Accept Car Finance
01.2014 - 08.2021

GCSE -

North Cestrian School

A-Levels -

Rossall School

Bachelor of Science - Pharmaceutical Chemistry 2:2

Manchester Metropolitan University
James Cater