Ryan O'Reilly
York
Summary
Experienced financial professional with 11 years of experience in a financial institution, specialising in financial portfolio analysis and customer-centric solutions. CEMAP qualified and progressing towards full financial advice qualification, demonstrating a commitment to professional development. Expertise in understanding tax laws and advising clients on optimal financial strategies tailored to individual needs. Proven leadership skills, having led teams to implement innovative banking services and systems. Career goal includes further enhancing advisory capabilities to deliver exceptional client outcomes.
Overview
11
11
years of professional experience
1
1
Certification
Work history
Personal banker
Santander
York
2014.12 - 2025.12
- Resolved complex banking queries with professional demeanour and expertise.
- Verified documents for account opening processes, ensuring regulatory compliance met.
- Initiated cross-selling activities to increase overall business revenue.
- Suggested suitable insurance plans, promoting financial security to clients.
- Managed high net worth portfolios, enhancing client loyalty.
- Educated clients on digital banking services to simplify transactions.
- RO1 and R02 Financial planning exams completed part of a financial adviser scheme
- CEMAP qualified mortgage exam completed
Education
Bachelor of Science -
Leeds Metropolitan University
LeedsA-Levels -
All Saints RC School
YorkGCSEs -
All Saints RC School
YorkSkills
- Financial portfolio analysis i have completed the R01 and R02 exams and will be completing further exams to complete my financial advice qualification
- CEMAP qualified
- Financial advisory expertise 11 years working within a financial institution dealing with customers needs face to face
- Financial portfolio analysis qualified to look at a customer full financial needs broken down into plans to suggest the best possible outcome
- Understanding tax laws and tax brackets able to explain to customer the benefits of such products and how it would affect them personally
- Leadership potential working as the head of teams to implement new banking services and own banking systems
- Financial portfolio analysis making sure the product is specifically managed to each individual
Affiliations
- Very keen interest in sport especially football and rugby, being part of a team and daily gym goer.
Certification
CEMAP
CII RO1 and RO2 financial planning
Timeline
Personal banker
Santander
2014.12 - 2025.12
Bachelor of Science -
Leeds Metropolitan University
A-Levels -
All Saints RC School
GCSEs -
All Saints RC School