Rafael Bravo-French
Norwich ,Norfolk
Summary
Accomplished financial professional with extensive expertise in developing financial plans, retirement income optimisation, and investment strategy development. Proficient in client needs analysis, technical writing, and process improvement. Demonstrated ability to provide insurance solutions, retirement planning, and funding education strategies. Adept at client relationship management and building a robust client book. Strong macro-economic awareness and stock market expertise underpin a comprehensive approach to investment selection. Career goal: to leverage skills in regulatory guidelines understanding and technical report writing to drive impactful financial solutions for clients.
Overview
23
23
years of professional experience
4
4
years of post-secondary education
Work History
Director & Financial Planner
Loveday and Partners Ltd
Norwich , Norfolk
05.2012 - Current
- Conducted strategic planning sessions to drive corporate objectives.
- Directed day-to-day work of 48 employees and motivated teams to exceed objectives.
- Directed team to deliver high-quality customer service.
- Facilitated professional development programs, enhancing leadership capabilities within organisation.
- Set up prospective and existing client meetings in settings that best suit their needs, to offer above-and-beyond service.
- Confidentially answered clients questions about purposes and details of financial plans and strategies.
- Delivered exceptional services for investments, retirement planning, real estate and protective banking.
Financial Planner
Towry
Norwich , Norfolk
09.2010 - 05.2012
- Optimised portfolio performances by monitoring economic indicators closely.
- Collaborated with other financial experts to enhance service delivery quality.
- Advised clients in person, over phone and in writing to deliver top service and optimum strategies.
- Used extensive market research to offer clients the latest products and services aligned to their bespoke requirements.
Stockbroker & Financial Adviser
Edward Jones Investments
Norwich , Norfolk
09.2006 - 09.2010
- Compiled information about market conditions, company valuations and prospective results.
- Protected client interests, researching all possibilities for favoured outcomes.
- Attended seminars, conferences, and workshops for continuous professional development in stock broking field.
- Ensured compliance with financial regulations whilst executing trades on behalf of clients.
- Maintained pipeline of prospective customers and networked to identify new opportunities.
- Maintained up-to-date knowledge of financial markets, resulting in informed trading decisions.
- Reviewed, managed and helped optimise client portfolios for maximum returns.
Fascilities Manager
ISS
Norwich , Norfolk
09.2001 - 09.2006
- Trained staff in emergency procedures, increased readiness and response time during crises.
- Conducted periodic performance reviews for direct reports.
- Represented organisations at seminars, conferences and business events.
- Monitored health and safety measures for guaranteed compliance.
- Coordinated hiring, recruitment and training strategies to build successful administrative team.
- Drafted procedural statements and guidelines for company-wide use.
- Completed detailed inspection audits on specified timeframe to promote satisfaction and safety.
- Investigated problems and determined appropriate remedies.
- Conducted regular risk assessments to maintain a safe working environment.
- Maintained smooth-running business operations by delegating priorities to staff abilities.
Education
GCSEs -
Great Yarmouth High
Great Yarmouth 08.1991 - 08.1995
Skills
- Understanding of regulatory guidelines
- Developing financial plans
- Retirement income optimisation
- Client needs analysis
- Technical writing
- Process Improvement
- Insurance solutions
- Retirement planning
- Stock market expertise
- Funding education
- Investment selection
- Technical report writing
- Client Relationship Management
- Investment strategy development
- Macro-Economic awareness
- Client book building
References
References available upon request.
Timeline
Director & Financial Planner
Loveday and Partners Ltd
05.2012 - Current
Financial Planner
Towry
09.2010 - 05.2012
Stockbroker & Financial Adviser
Edward Jones Investments
09.2006 - 09.2010
Fascilities Manager
ISS
09.2001 - 09.2006
GCSEs -
Great Yarmouth High
08.1991 - 08.1995
Similar Profiles
Gary MaplesGary Maples
Krystal at Christina LovedayKrystal at Christina Loveday
NICHOLAS LOVEDAYNICHOLAS LOVEDAY
Orthodontic Technician at Loveday Orthodontic LabOrthodontic Technician at Loveday Orthodontic Lab
Daniel WannamakerDaniel Wannamaker
Construction Worker at Michael Loveday ConstructionConstruction Worker at Michael Loveday Construction