Matthew Robinson

Highly qualified early-career financial services candidate with a strong academic record and an exceptional breadth of CII qualifications, including the Diploma in Regulated Financial Planning, mortgage advice, discretionary investment management and advanced AF-level study. Part-time experience within a financial advice firm provided early exposure to financial services administration and the operation of a regulated advice business. Seeking a substantive role in wealth management, financial planning, banking or mortgage advice in which to apply this technical knowledge and continue professional development.

Part-time Financial Services Administration at Manor Wealth Management Ltd (2019-01 – 2023-12)

Undertook a small number of hours each week providing general administrative support within a financial advice business, gaining early exposure to the industry and an understanding of how a regulated advice firm operates.

• Assisted with general office and administrative tasks on a part-time basis.
• Gained exposure to the administration and organisation involved in supporting financial advisers and their clients.
• Developed an understanding of the financial advice process, accurate record keeping and the importance of compliance.
• Built familiarity with financial planning, investments, pensions and the wider wealth management environment.

GCSEs – St. Alban's RC High School, Pontypool (2014-09 – 2020-07)

A-Levels in Religious Studies, History, English Literature – Coleg Gwent, Torfaen Learning Zone (2020-09 – 2021-07)