Financial Advisor Assistant CV Template›

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.