Experience

• Property Director

  at Magnus Wealth

  January 2010 - at Present

  Slough

  -Providing full range of financial planning solutions across all areas of need in Life, Pensions, Investments, savings and General Insurance to the offshore Expat clients -Generating business via own sources and recommendations -Excellent business mix across sales rate -Documentation standards and client feedback -Zero clawback / 100% persistency rate

• Financial Planner

  at IFA Own Business

  March 2003 - at Present

  Slough

  -Providing full range of financial planning solutions across all areas of need in Life, Pensions, Investments, Commercial Finance, Mortgages and General Insurance Nationwide. -Fee based as well as commission -Generating business via purchased leads, own sources and recommendations. Excellent business mix across sales rate, documentation standards and customer feedback -Average of 4 appointments per week which resulted in approximately 3 sales per week with an actual conversion rate of 94% -Approximate business mix: 70% Mortgages 10% Life 20% all others

• Senior Financial Consultant

  at Lloyds TSB Bank Plc

  January 1995 - at Present

  Slough

  -Advice on all mortgages and general insurance products (health protection, private medical cover, travel insurance, motor insurance, home insurance and credit cards). -Authorised to lend up to £25,000 to any one individual without referral -Included opening new personal savings and current accounts with regulated referrals for Life, -Savings and Investments and Pensions business to the Financial Consultant -Day to day interviewing with clients, on an appointment basis, ascertaining customer needs and fulfilling these needs by providing advice & solutions which were mutually agreed -Regular annual reviews achieved top A grade every year for sales and service -Consistently exceeded sales above target at 200% every year, always in top 20 nationally