Josh Butcher
Eastleigh,Hampshire
Summary
I am a Level 6 qualified Financial Adviser that has almost 15 years of experience in the industry. I'm confident in handling a wide range of tailored financial solutions, from pensions and investments, to protection and tax planning. From the start of my career I received on the job training and demonstrated a commitment to enhancing my skills and delivering long-term client satisfaction. I genuinely enjoy working in the industry and hope that I can continue to advance my career.
Overview
15
15
years of professional experience
Work history
Financial Adviser
Butcher & Moody Financial Services Limited
Eastleigh, Hampshire
02.2010 - Current
- Advising on investments, retirement planning, life assurance and mortgages.
- Experienced in paraplanning, including reviewing client's financial plans, preparing reports and assisting in recommendations.
- Researching funds and creating, implementing & monitoring the firm's own risk rated portfolios.
- Building and maintaining good relationships with clients based on regular contact and market commentary.
- Regularly attending industry seminars relating to regulation, investment and business development.
- Keeping up to date with regulatory changes.
- Day-to-day administration.
Education
Level 6 Diploma in Financial Advice (Adv DipFA®) -
London Institute of Banking And Finance
Diploma for Financial Advisers (DipFA) -
London Institute of Banking and Finance
Certificate in Long Term Care (CertLTCP) -
London institute of Banking and Finance
Certificate in Mortgage Advice (CeMAP) -
London Institute of Banking and Finance
Politics & International Relations -
University of Surrey
Skills
- Relationship-building
- Retirement and Investment advice and implementation
- Adhering to compliance and regulation
- Understanding investment and things that affect stock market performance and client returns
- Effective communication with clients
- Fully utilising client fact finds
- Tax planning expertise
- Analytical-thinking
- Producing reports and understanding data
- Life assurance planning
- Workload management
Affiliations
- Boxing
- Gym & Fitness
- Music
- Hiking
Timeline
Financial Adviser
Butcher & Moody Financial Services Limited
02.2010 - Current
Level 6 Diploma in Financial Advice (Adv DipFA®) -
London Institute of Banking And Finance
Diploma for Financial Advisers (DipFA) -
London Institute of Banking and Finance
Certificate in Long Term Care (CertLTCP) -
London institute of Banking and Finance
Certificate in Mortgage Advice (CeMAP) -
London Institute of Banking and Finance
Politics & International Relations -
University of Surrey
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