Back Office specialist looking to take the next step in my career in the financial planning industry.
Qualified financial practitioner with a proven track record of overseeing and controlling the financial planning process to ensure correct decision making for the ultimate client experience. It is time to take the next step and become an associate financial adviser where I learn the client facing facet of the business. In particular, I would like to focus on what it takes to build trust and long-term relationships with industry experts
Sport, travelling our great planet, trying different cuisines and spending time with family & friends.
Financial Advice Strategies & Documentation, Advice Implementation, Scenario Modelling, Client Satisfaction and Retention, Data Analysis and Interpretation, End-to-end Regulatory Compliance, Continuous Process Improvement, Portfolio Management, Documentation Reporting and Software Applications.