Summary
Work History
Education
Skills
Hobbies & Interests
Timeline
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TOM GREENWOOD

Basingstoke,United Kingdom

Summary

Career changer with a background in engineering and consultative sales, now actively pursuing a career in financial planning. Currently studying for the Level 4 Diploma for Financial Advisers (DipFA) with a long-term goal of achieving Chartered status via the CII route. Strong analytical and client-facing skills developed through years of delivering tailored, technical solutions across diverse industries. Committed to helping individuals and families make confident, long-term financial decisions.

Work History

Account Manager

Quantum Controls
Remote
  • Drove account growth in the South East through effective stakeholder engagement and relationship-building
  • Consulted with engineers on maintaining equipment and servicing contracts, helping clients to prevent any costly down time on their machinery through preventative maintenance
  • Increased revenue by obtaining and securing new accounts while providing value-added services to existing clients

Sales Engineer

Keyence
London
  • Delivered consultative sales solutions in complex technical environments, developing a deep understanding of client needs and aligning offerings with long-term goals — mirroring the principles of financial planning.
  • Built and maintained strong relationships with clients across multiple sectors, often acting as the key point of contact for strategic projects.
  • Presented data-driven proposals and technical solutions, often translating complex information into clear, actionable advice — a skill directly transferable to financial advice.
  • Consistently met or exceeded performance targets while maintaining a client-first approach rooted in integrity and trust.
  • Collaborated cross-functionally with engineering, operations, and commercial teams to deliver seamless service and high-impact outcomes.

Chef - Ski Season

Le Rond Point
Meribel
  • Developed key workplace skills while participating in French ski season
  • Adapted rapidly to chef position, enhancing team efficiency through effective collaboration
  • Gained insights on working in large teams, embracing unknown or uncomfortable situations, and applying feedback to ensure efficiency


Education

Diploma of Higher Education - Financial Advisers

Remote
04/2025 -

BA (Hons) - Accounting and Finance

Bournemouth University
Bournemouth, England
09/2019 - 05/2022

DIPCAT - Designing Innovative Pedagogy for Complex Accounting

Bournemouth University
Bournemouth, England
03/2022 - 03/2022

Skills

  • Client Engagement
  • Active Listening
  • Persuasive Communication
  • Sales Strategising
  • Lead Generation Techniques
  • Financial analysis & risk awareness
  • Client relationship management
  • Technical problem-solving
  • Regulatory awareness (DipFA in progress)
  • Ethical, solutions-focused approach
  • Communication & stakeholder engagement
  • Goal-based planning
  • Long-term relationship building

Hobbies & Interests

  • Skiing
  • Cooking
  • Walking my dog
  • Golf

Timeline

Account Manager

Quantum Controls

Sales Engineer

Keyence

Chef - Ski Season

Le Rond Point

Diploma of Higher Education - Financial Advisers

04/2025 -

BA (Hons) - Accounting and Finance

Bournemouth University
09/2019 - 05/2022

DIPCAT - Designing Innovative Pedagogy for Complex Accounting

Bournemouth University
03/2022 - 03/2022

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TOM GREENWOOD