Summary
Overview
Work history
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Paul James Murison

Millerhill,Midlothian

Summary

Goal-driven Financial Planner with a proven track record of building a loyal customer base and increasing revenue.

Readily adapt my communication style to provide the best experience to my audience.

Adept at influencing others with a view to achieving positive outcomes for all concerned.

Throughout my career, I've honed both my technical and interpersonal skills which has allowed me to develop long lasting mutually profitable relationships.

Possess natural drive and ambition that have enabled me to progress and ensure that both my clients and my employers get the best version of me on a daily basis.

Focussed on my self development with a keen view on ensuring others benefit from my experience and knowledge.

Overview

17
17
years of professional experience

Work history

Wealth Manager (Financial Planner)

RBC Brewin Dolphin
Edinburgh
11.2023 - Current
  • Creating and critically assessing financial planning solutions to ensure my clients and their families meet their personal and financial objectives.
  • Engaging my technical expertise in order to drive the best outcomes for clients, their families and the commercial needs of RBC Brewin Dolphin.
  • Tailored financial planning advice provided in the areas of legacy planning, investment planning, retirement, pension transfers, protection provisions, long term care advice.
  • Establishing long lasting relationships with clients to ensure their objectives are satisfied throughout each stage of their lifecycle.
  • Fostering and maintaining successful relationships with key stakeholders to drive commerciality and allow my clients access to the full capabilities of the firm and external partners.
  • Ensuring regulatory compliance and maintaining high professional standards.

Wealth Manager (Financial Planner)

HSBC
East of Scotland
10.2013 - 10.2023
  • Responsible for providing holistic wealth and financial planning advice to HSBC's High net worth clientele in Central and Northern Scotland.
  • Promoted within role in 2017 and trusted to manage the financial planning needs of clients with minimum of £250,000 to £4million of investible assets.
  • Building network both internally and externally to achieve great outcomes for client base and the wider business.

Premier Relationship Manager

HSBC
08.2010 - 09.2013
  • Providing a face to face Relationship and Wealth Management service to HSBC's Premier clients.
  • Working in conjunction with HSBC's Financial Planners in order to achieve strong outcomes for clients within a commercially focussed framework.
  • Developing both internal and external alliances to drive growth, satisfaction and trust.
  • Providing development to junior members of staff to assist them in meeting their local and global objectives.
  • Taking ownership of complaints and complex enquiries to a satisfactory outcome with a view to positive client retention.

Premier Direct Relationship Manager

HSBC
04.2008 - 07.2010
  • Providing a telephony based wealth management service to HSBC's high net worth client base.
  • Developing and maintaining relationships with HSBC high net worth clients.
  • Building customer loyalty and trust by tailoring solutions to help clients meet their financial objectives.
  • Taking ownership of complaints and complex queries to ensure a 'best in class' service.
  • Aiding clients with high value and complex lending queries.

Education

CII Level 6 Advanced Diploma in Financial Planning -

Chartered Insurance Institute

Diploma in Regulated Financial Planning -

Chartered Insurance Institute

Diploma in Financial Planning -

Chartered Insurance Institute

Certificate in Discretionary Investment Management -

Chartered Insurance Institute

Certificate in Financial Services (General route) -

Chartered Insurance Institute

Certificate in Mortgage Advice -

Chartered Insurance Institute

CII Level 3 Award in Long Term Care Insurance -

Chartered Insurance Institute

Skills

  • Natural ability to develop Trust quickly
  • Client centric approach
  • Critical thinker who can assess a range of complex scenarios and develop suitable solutions
  • Exceptional communication and presentation skills
  • Driving business performance and improvements
  • Empathetic
  • Active listener and approachable
  • Coaching and developing people

Accomplishments

  • Selected to be part of a national working group at both HSBC and RBC Brewin Dolphin that meets with senior management on a regular basis with a view to improving business processes for both employees and customers.
  • At HSBC, named as a 'Speak up Guardian', working on a national basis to promote an open culture and encourage people to raise concerns within the firm.
  • Completed Diploma in Regulated Financial Planning in under 6 months.
  • Chosen to work with our Financial Wellbeing team to present to internal and external stakeholders on how to manage finances.
  • Have been involved in Charity work e.g. completing the Kilt Walk for Charity in 2021, volunteering for the British Heart Foundation and working with the Bethany Christian Trust distributing food to homeless people in Edinburgh.

Additional Information

  • Keen interest in Stand up Comedy.
  • Live a healthy and active lifestyle and regularly visit the gym.
  • Avid reader with an interest in a broad range of topics such as Anthropology, Biographies and Crime.
  • Interested in sports, particularly football.


Timeline

Wealth Manager (Financial Planner)

RBC Brewin Dolphin
11.2023 - Current

Wealth Manager (Financial Planner)

HSBC
10.2013 - 10.2023

Premier Relationship Manager

HSBC
08.2010 - 09.2013

Premier Direct Relationship Manager

HSBC
04.2008 - 07.2010

CII Level 6 Advanced Diploma in Financial Planning -

Chartered Insurance Institute

Diploma in Regulated Financial Planning -

Chartered Insurance Institute

Diploma in Financial Planning -

Chartered Insurance Institute

Certificate in Discretionary Investment Management -

Chartered Insurance Institute

Certificate in Financial Services (General route) -

Chartered Insurance Institute

Certificate in Mortgage Advice -

Chartered Insurance Institute

CII Level 3 Award in Long Term Care Insurance -

Chartered Insurance Institute
Paul James Murison