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