Accomplished professional with a robust skill set in report writing and fact-finding, client trust building, and exceptional communication. Demonstrates expertise in estate planning, stakeholder liaison, and supportive client interactions. Proven track record of advocacy for vulnerability and consistent target achievement. Resilient in dynamic environments with strong self-motivation, decision-making aptitude, and efficient time management. Adept in debt management competence and leadership proficiencies. Committed to leveraging skills for continued professional growth and excellence in service delivery.
Assessed client financial situations through in-person, phone, and video meetings.
Handled vulnerable clients with empathy and patience.
Gathered comprehensive personal information to identify specific needs and concerns.
Delivered tailored advice via detailed personal reports.
Ensured compliance with FCA regulations and Equity Release Council standards.
Collaborated with solicitors and lenders for accurate and swift completions.
Acquired qualifications to become a qualified financial adviser while managing various roles.
Served as chief cashier in large branches, ensuring operational efficiency.
Report writing and fact-finding
Client trust building
Exceptional communication
Estate planning
Stakeholder liaison
Supportive client interactions
Advocacy for vulnerability
Consistent target achievement
Resilience in dynamic environments
Self-motivation
Decision-Making aptitude
Efficient time management
Debt management competence
Leadership proficiencies