Josh Randles
Wrexham,Wrexham
Summary
Versatile finance professional and graduate of the highly coveted Chetwood Financial team leader academy. With expertise in credit scoring, mortgage lending principles, and brokerage systems operation. Demonstrates strong risk assessment acumen and regulatory compliance knowledge, complemented by proficiency in legal documentation processing. Adept at navigating market changes with adaptability and fostering productive interpersonal relationships to drive organisational success. Committed to leveraging financial expertise to support strategic goals and ensure sustainable growth.
Overview
3
3
years of professional experience
Work history
Broker Support Specialist
Chetwood Financial LTD
Wrexham, Wrexham
06.2025 - Current
- Assisted clients in understanding complex investment products for improved investing decisions.
- Developed comprehensive knowledge of financial markets for informed decision making.
- Evaluated risk factors associated with complicated transactions, minimising potential losses.
- Maintained up-to-date knowledge of regulatory requirements for compliance adherence.
- Handled high-pressure situations with clear decision-making skills, ensuring smooth operations.
- Devised solutions for clients' unique needs, enhancing their trust in my expertise.
Loans and Savings Specialist
Chetwood Financial LTD
Wrexham, Wrexham
05.2023 - 06.2025
- Analysed complex datasets for improved decision-making processes.
- Promoted digital banking platforms for increased customer engagement.
- Analysed banking trends for enhanced decision-making processes.
- Improved customer satisfaction by providing exceptional banking services.
- Created detailed reports regarding daily banking activities.
- Tailored banking solutions, resulted in improved client satisfaction.
- Achieved customer satisfaction by providing excellent banking service.
- Collaborated with other departments to streamline banking procedures.
- Promoted customer loyalty with personalised banking solutions.
- Implemented new banking products for increased market penetration.
- Managing teams in the absence of regular team leaders or managers taking control of a team of up to 12 people
Sales officer
Marlin industries
Wrexham, Wrexham
08.2022 - 05.2023
- Increased sales volume by cultivating strong relationships with clients.
- Trained new staff members on company procedures and best practices.
- Drafted detailed sales reports for management review.
- Managed key accounts for enhanced customer retention.
- Developed new business opportunities through proactive prospecting and networking.
- Handled customer queries efficiently, maintained high levels of customer satisfaction.
- Streamlined sales processes to improve operational efficiency.
- Analysed sales data to identify areas for improvement.
- Built long-term relationships with customers and generated referrals from existing clients.
- Managed client relationships from early stages of sales process through to post-sales
Education
GCSEs -
Castell Alun
WrexhamTeam Leader Academy
Chetwood Financial
WrexhamSkills
- Adaptability to market changes
- Interpersonal aptitude
- Credit scoring knowledge
- Mortgage lending principles
- Brokerage systems operation
- Regulatory compliance knowledge
- Risk assessment acumen
- Legal documentation processing
- Equity and bond knowledge
Affiliations
- Sport
- Property / Real estate
Timeline
Broker Support Specialist
Chetwood Financial LTD
06.2025 - Current
Loans and Savings Specialist
Chetwood Financial LTD
05.2023 - 06.2025
Sales officer
Marlin industries
08.2022 - 05.2023
GCSEs -
Castell Alun
Team Leader Academy
Chetwood Financial
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