VILMA VAITEKUNE
Peterborough,United Kingdom
Summary
Experienced professional specializing in office suite applications and financial advisory services. Skilled in data protection compliance, risk analysis, and strategic planning, with a proven track record in client relationship management. Known for efficient workflow planning and prioritization of tasks to achieve quality results. Aims to leverage expertise to drive organizational success through innovative financial strategies.
Overview
12
12
years of professional experience
Work history
Protection adviser
Kalon Financial Ltd
Peterborough
09.2024 - Current
- Evaluated client needs and financial situations during fact-finding appointments.
- Established long-term client relationships, securing loyalty and repeat business.
- Provided tailored advice to optimise coverage based on individual circumstances.
- Identified potential risks while advising clients on suitable protection products.
- Recognised customer needs to effectively upsell additional products.
- Maintained confidentiality while handling sensitive client data throughout interactions.
- Developed rapport with potential clients through cold calling, networking, and referrals.
Process Trainer
IKEA Distribution Services Ltd
Peterborough, UK
06.2014 - 11.2025
- Delivered comprehensive training on internal ASTRO, O2, and M2 systems to co-workers.
- Conducted upskilling and refresher training sessions for new and existing employees.
- Ensured adherence to health and safety procedural standards in end-to-end processes.
- Mentored team members to enhance overall performance and productivity.
Cashier Supervisor
Money Shop
Peterborough
10.2013 - 01.2014
- Executed daily opening and closing procedures with precision.
- Coached three cashiers in customer service excellence, increasing satisfaction score from 56% to 72%.
- Developed a comprehensive daily checklist for cashiers to ensure task completion.
- Assisted management in recruitment and staff development efforts.
- Delegated tasks effectively to meet daily service targets.
Education
Higher National Diploma - Business Administration
Siauliai College
Siauliai, LithuaniaLevel 2 - Bookkeeping, Accountancy
Pitman Training
PeterboroughBachelor of Office Administration - Social Science
Siauliai University
Siauliai, LithuaniaSkills
- Office suite expertise
- Financial advisory capabilities
- Insurance product sales
- Data protection compliance
- Risk analysis proficiency
- Knowledge of insurance products
- Strategic planning skills
- Financial strategy development
- Relationship management with clients
- Effective communication abilities
- Responsible and open-minded approach
- Planning workflows efficiently
- Ability to prioritize tasks
- Fast learner adaptability
- Professional conduct in interactions
- Multitasking proficiency
- Problem-solving aptitude
- High motivation levels
Timeline
Protection adviser
Kalon Financial Ltd
09.2024 - Current
Process Trainer
IKEA Distribution Services Ltd
06.2014 - 11.2025
Cashier Supervisor
Money Shop
10.2013 - 01.2014
Level 2 - Bookkeeping, Accountancy
Pitman Training
Bachelor of Office Administration - Social Science
Siauliai University
Higher National Diploma - Business Administration
Siauliai College