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Experienced Financial Advisor Assistant who has extensive experience in marketing and growing a financial practise. Adept in maintaining contact lists, organising client files and keeping a professional schedule organised. Specialises in smaller practises and practises that engage in personal finance.
- Series 7 sales Certified
- Life and health insurance sales certified
- Strong marketing abilities
- Excellent communication skills
- Strong team player
- Able to work without supervision
- Adept at analysing financial data
September 2011 to July 2014 Bryce Companion PLC-Manchester, UK Financial Advisor Assistant
- Worked closely with financial advisor to develop new customer contact lists and then sent out mailers to those lists.
- Organised and maintained the practise’s professional calendar.
- Assisted in interviewing and hiring new employees for the firm.
March 2005 to September 2011 Butch Fabric Financial Advisors-Manchester, UK Financial Advisor Assistant
- Organised and maintained all client files and updated each file on a regular basis.
- Responsible for maintaining ongoing report of revenue generated by sales and presented a monthly report to primary partners.
- Responsible for gathering incoming correspondence and then distributing that correspondence to the appropriate personnel.
July 2001 to March 2005 First Start Financial-Manchester, UK Financial Advisor Assistant
- Qualified raw lists of prospective customers by making outbound calls on a regular basis.
- Responsible for fielding all incoming calls and then distributing messages to the appropriate personnel.
- Assisted in developing new marketing materials that were to be distributed throughout the community.
2001 Pickford Upper School, London, England, UK, Associate’s Degree, Business and Finance