FINANCIAL ADVISOR & FINANCIAL PLANNER

Financial Advisor at Central Teemore

Jan 2018 - Current

-Required to produce financial reports and forecasts for senior manager.

-Regularly reviewing and monitoring accounts to ensure compliance with company and industry policies, guidelines and regulations.

-Promoting and marketing the business to attract clients.

-Advising and identifying appropriate investment services for clients.

-Demonstrating investment strategies clearly to clients.

Financial Planner at Wrapper

2016 - Dec 2017

-Producing company marketing and promotional literature.

-Providing administrative support provided including report writing and new business processing.

-Liaising with clients face to face or over the telephone or via email so as to obtain all relevant information.

-Advising on mortgages and related protection products and processing transactions and resolving any issues that may arise.

-Duties included visiting clients at their home or offices.

-Researching and also finding products from various sources and companies that meet the clients needs.

-Liaising with estate agents and solicitors.