Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Matthew Raphael-Hall

London

Summary

Trainee financial professional with experience in client management and financial planning. Demonstrates strong knowledge of financial products, effective time management, and exceptional report-writing skills. Adept at teamwork and collaboration, consistently meeting deadlines with a keen eye for detail and analytical thinking abilities. Career goal: to develop expertise in a dynamic environment to drive financial success and client satisfaction.

Overview

6
6
years of professional experience

Work History

Trainee Financial Planner

The Penny Group
City of London
09.2024 - 05.2025
  • Runner up for Apex Q1 2025 award which is voted by colleagues.
  • Fostered positive relationships with clients for enhanced business reputation.
  • Solved complex problems with effective teamwork and communication skills.
  • Delivered exceptional administrative support to senior executives during peak business periods.
  • Participated in training and seminars to enhance skills and promote growth.
  • Worked productively with team members to achieve common goals.
  • Showed initiative and willingness to take on new challenges.
  • Managed time effectively to meet deadlines.
  • Shadowed senior team members to develop practical knowledge and gain critical industry-specific skills.
  • Sought feedback actively and used it to improve performance.
  • Gained expertise in multiple planning software applications for effective task execution.
  • Assisted development of comprehensive financial plans to enhance customer satisfaction.
  • Supported ongoing client services, enhancing retention rates and building loyalty.
  • Drafted detailed reports for senior financial advisers, streamlining decision-making processes.
  • Input sales, purchase and cash transactions.

Relationship manager

HSBC Expat
Jersey
05.2020 - 08.2024
  • Highest performing member of PFC team, nominated to represent us at HSBC Extraordinary People awards ceremony in recognition of outstanding performance and dedication in 2023.
  • Achieved high customer satisfaction with regular follow-ups and updates.
  • Established strong client relationships by providing exceptional customer service.
  • Increased client retention, fostered trust and loyalty by resolving complaints efficiently.
  • Streamlined internal procedures to increase productivity and efficiency levels.
  • Provided training to junior staff enhancing their performance metrics.
  • Delivered excellent customer service and proactively sought innovative ways to enhance service quality.

Trainee quantity surveyor

Dandara
Jersey
09.2019 - 04.2020
  • Assisted with cost management for project efficiency improvement.
  • Undertaken site visits, evaluated progress of construction projects.
  • Handled contract administration tasks, facilitated smooth project progression.
  • Maintained accurate and up-to-date records of project-related documentation.

Education

RQF Level 4 -

Chartered Insurance Institute (CII)
12.2024 -

Diploma for Financial Advisers (DipFA) -

The London Institute of Banking & Finance (LIBF)
05.2023 - 01.2024

Skills

  • Understanding clients' financial goals
  • Financial product knowledge
  • Regulatory compliance understanding
  • Effective time management
  • Financial literacy
  • Deadline management
  • Report-writing
  • Teamwork and collaboration
  • Analytical thinker
  • Strong attention to detail
  • Microsoft office suite proficiency

Affiliations

  • Outdoors
  • Travelling
  • Sports

Timeline

RQF Level 4 -

Chartered Insurance Institute (CII)
12.2024 -

Trainee Financial Planner

The Penny Group
09.2024 - 05.2025

Diploma for Financial Advisers (DipFA) -

The London Institute of Banking & Finance (LIBF)
05.2023 - 01.2024

Relationship manager

HSBC Expat
05.2020 - 08.2024

Trainee quantity surveyor

Dandara
09.2019 - 04.2020

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