Robert Waggott
Bearpark,Durham
Summary
Detail-oriented individual with expertise in technical analysis, regulatory compliance, and precision report generation.
Demonstrates resilience under pressure and excel in proactive initiative-taking to drive results, both on an individual basis and in team settings.
Possesses strong written and verbal communication skills alongside excellent interpersonal, organisational and time management abilities.
Committed to continuous learning and education while ensuring adherence to data protection standards.
Overview
19
19
years of professional experience
9
9
years of post-secondary education
Work history
Financial Adviser
Arrowe Financial Ltd
Heswall, Liverpool
2022.04 - Current
- Handled sensitive information with discretion, ensuring client confidentiality and trust.
- Increased operational efficiency by streamlining administrative processes.
- Recommended suitable investment options based on individual client needs.
- Assessed client risk tolerance with detailed questionnaires and interviews.
- Managed multiple accounts, enhancing client satisfaction through timely and personalised service.
- Supported large-scale operations and special events to ensure smooth execution.
- Created new processes to establish best practise and trained out to entire firm.
- Coordinating responses from clients to locate all assets on record and generate reports ready for Annual Reviews.
Customer Associate
Northumbrian Water (Payment Centre)
Durham
2007.12 - 2022.03
- Reduced paperwork by digitising company files.
- Maintained office efficiency by keeping accurate records.
- Assisted colleagues during busy periods, promoted teamwork spirit.
- Handled confidential documents with utmost discretion and security.
- Prepared reports with detailed data analysis.
- Answered phone calls professionally, provided excellent customer service.
Administrator Assistant/Agency Staff
V.O.S.A (Vehicle and Operator Services Agency)
2007.02 - 2007.12
- Collected garage order histories and generated reports to identify fraud and errors.
- Assisted in processing M.O.T ordering system to support efficient operations of garages nationwide.
- Issued 'smart card' IDs to facilitate access to the system.
Administrator Assistant/Agency Staff
Immigration and Nationality Directorate (IND)
2006.12 - 2007.02
- Processing Asylum Applications.
- Dealing with members of the public,
- Payment receipt.
Education
GCSEs -
St. Leonard’s Comprehensive
Durham 1996.09 - 2001.06
Diploma of Higher Education - Regulated Financial Planning and Mortgage Advice
Chartered Insurance Institute
2022.04 - 2025.03
A-Levels - Biology and Psychology
St Leonards Sixth Form
Durham 2001.09 - 2003.06
Skills
- Technical analysis
- Proactive initiative taking
- Resilient under pressure
- Precision in reporting
- Strong written and verbal communication
skills - Excellent interpersonal, organisational,
prioritisation and time management skills - Regulatory compliance including Data Protection
- Commitment to learning and education
References
- Available on request
Timeline
Financial Adviser
Arrowe Financial Ltd
2022.04 - Current
Diploma of Higher Education - Regulated Financial Planning and Mortgage Advice
Chartered Insurance Institute
2022.04 - 2025.03
Customer Associate
Northumbrian Water (Payment Centre)
2007.12 - 2022.03
Administrator Assistant/Agency Staff
V.O.S.A (Vehicle and Operator Services Agency)
2007.02 - 2007.12
Administrator Assistant/Agency Staff
Immigration and Nationality Directorate (IND)
2006.12 - 2007.02
A-Levels - Biology and Psychology
St Leonards Sixth Form
2001.09 - 2003.06
GCSEs -
St. Leonard’s Comprehensive
1996.09 - 2001.06