Scott Ridley
Evesham,Worcestershire
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. I am in the process of relocating to the South Wales area and I am looking for a company which will give me the platform to excel and succeed in the financial industry.
Overview
2
2
years of professional experience
Work history
Independent Financial Adviser
2plan Wealth Management Limited
Evesham, Worcestershire
06.2023 - Current
- Implemented diverse wealth management options to meet client investing objectives.
- Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Identified and took advantage of gaps in market and reached out to potential new clients.
- Complied with national financial requirements by studying and adhering to new and existing legislation.
- Leveraged customer service and consultative sales techniques to exceed sales benchmarks.
- Devised business plan and identified target customers.
- Profiled and analysed investment products to devise financial strategies meeting client financial needs and to forecast opportunities with highest return on investments.
- Advised high net worth customers and insurance department management.
- Executed accurate reporting to analyse options and make recommendations.
- Prepared and interpreted financial document summaries, investment performance reports and income projections for clients.
- Utilized the whole of the market to produce Financial Solutions to clients across the United Kingdom
- Built and maintained client base by successfully managing and updating client portfolios.
Tailored Wealth Solution Adviser
2plan Wealth Management Limited
Evesham, Worcestershire
07.2022 - 06.2023
- Consistently evaluated and evolved pension and investment portfolios in calculated ongoing strategies.
- Liaised with high net worth clients, ensuring financial decisions reflected client best interests.
- Kept working database of asset worth and changing markets to best plan financial strategies and asset management.
- Kept detailed track of asset maintenance and potential future costs to accurately portray data and advise clients.
- Analysed financial data and planned for updates, alerting employees of changes and preparing the company to maintain smooth business flow.
- Coached clients on safe and effective financial decisions on portfolios worth over £2,000,000
Trainee Financial Adviser
2plan Wealth Management Limited
Evesham, Worcestershire
05.2021 - 07.2022
- Kept abreast of new industry trends and monitored market performance to back up financial consulting.
- Researched marketplace and provided clients with information about new and existing products and services.
- Reviewed client accounts and plans regularly to determine necessary changes to optimise portfolios.
- Documented all client interactions and firm activity within client relationship management system.
- Wrote and updated Investment Policy Statements.
- Prepared and interpreted financial document summaries, investment performance reports and income projections for clients.
- Executed accurate reporting to analyse options and make recommendations.
- Implemented diverse wealth management options to meet client investing objectives.
Education
CF6 Certification - Mortgage Advice
Chartered Insurance Institute
Evesham 02.2023 -
Level 4 Diploma in Regulated Financial Planning - Finance
Chartered Insurance Institute
Evesham 08.2022 -
Skills
- Understanding tax law
- Planning for retirement
- Developing financial plans
- Wealth management
- Increasing savings
- Savings accounts
- Retirement needs
- Stock market understanding
- Tax law expertise
- Trend analysis expertise
- Insurance decisions
- Investment planning
- Investment advice
- Business development
- Financial planning
- Sales expertise
- Financial services
- Relationship building and management
Timeline
Independent Financial Adviser
2plan Wealth Management Limited
06.2023 - Current
CF6 Certification - Mortgage Advice
Chartered Insurance Institute
02.2023 -
Level 4 Diploma in Regulated Financial Planning - Finance
Chartered Insurance Institute
08.2022 -
Tailored Wealth Solution Adviser
2plan Wealth Management Limited
07.2022 - 06.2023
Trainee Financial Adviser
2plan Wealth Management Limited
05.2021 - 07.2022
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