Lewis Neale
Leicester,Leicestershire
Summary
Results-driven Mortgage and protection advisor experienced in generating new business and achieving targets with strong communication skills. Always maintaining exceptional market knowledge for informative, up-to-date client advice. Huge passion working within a team environment with excellent leadership and team development skills.
Overview
15
15
years of professional experience
Work History
Mortgage and protection adviser
Integrity Mortgage Solutions Ltd
Leicester, Leicestershire
09.2022 - Current
- Self generating business through networking with other professional networks and groups.
- Providing expert mortgage and protection advice to clients looking to purchase and/or re-mortgage properties.
- Building and maintaining strong relationships with customers and other professionals adhering to the excellent customer service expectations.
- Experience working with estate agents and generating a significant amount of business from sales leads received.
- Staying up to date with the Mortgage/Protection market and latest trends
- Ensure strict adherence to financial regulations, maintaining the highest ethical standards at all times
Mortgage and Protection Trainee
Tracey Mather Wealth Management Ltd
Leicester, Leicestershire
05.2021 - 08.2022
- Managing a large number of mortgage and protection business within a successful Financial advisors firm.
- Adapting to new situations and learning new skills quickly.
- Providing exceptional client care and guide them through the application process, ensuring a stress free experience.
- Attending networking meetings and groups generating new business.
- Showing a strong ability to work independently and as part of a team.
RN Aircraft handler & RM Commando recruit trainer
Royal Navy and Royal Marines
Yeovil, Somerset
05.2009 - 03.2021
- Managed and facilitated unit training to improve trainees skills and fitness for specific roles and combat readiness.
- Facilitating smooth aircraft operations on battlefields and battleships safely.
- Responding to fire emergency situations on and off of airfields.
- Always demonstrating team work, respect, integrity and willingness to help others wherever needed.
- Demonstrating critical thinking to solve problems, evaluate solutions and make important decisions.
Education
Diploma of Higher Education - CeMAP
Chartered Insurance Institute CII
United Kingdom 04/2021 - 10/2021
Skills
- High Level of customer service and professionalism
- Strong communication skills
- Excellent time management
- Leadership skills
- Networking ability to generate new business
- Proficient team building skills
Timeline
Mortgage and protection adviser
Integrity Mortgage Solutions Ltd
09.2022 - Current
Mortgage and Protection Trainee
Tracey Mather Wealth Management Ltd
05.2021 - 08.2022
RN Aircraft handler & RM Commando recruit trainer
Royal Navy and Royal Marines
05.2009 - 03.2021
Diploma of Higher Education - CeMAP
Chartered Insurance Institute CII
04/2021 - 10/2021
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