Experienced Financial Services Associate who has excellent organisational and customer service skills. Adept at creating financial spreadsheets for presentations to clients, discussing company literature with clients and assisting financial planners in creating daily schedules. Specialises in small financial planning firms and small investment companies.
Very strong understanding of the financial planning industry
Excellent sale and marketing skills
Strong communication and presentation skills
Adept at doing initial presentations to customers
Strong administrative skills
Reliable employee who rarely misses a day of work
September 2011 to July 2014 Firman Financials-Manchester, UK Financial Services Associate
Responsible for maintaining inventory of marketing materials for the financial planners and in the firm reception area.
Responsible for keeping the schedules for all of the planners in the firm.
Assisted in answering client questions over the phone and through email.
June 2004 to September 2011 Ackman Strong Financials-Manchester, UK Financial Services Associate
Responsible for maintaining planners’ schedules and updating the firm’s computer schedulling system.
Responsible for gathering all correspondence and distributing it to all planners.
Assisted in developing new marketing materials for the firm.
July 2000 to June 2004 Upstart Financial Partners-Manchester, UK Financial Services Associate
Assisted in maintaining the firm’s computerised schedulling system.
Often sat in on customer appointments with planners to take notes and offer marketing materials.
Responsible for maintaining the marketing materials in the front waiting area.
2000 Tickman School of Business, London, England, UK, Associate’s Degree, Finance