Ruth Ricardo
Business graduate seeking Mattioli Woods Trainee Financial Adviser Programme
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About
Motivated and articulate business graduate with strong customer-facing experience, excellent communication and presentation skills, and a clear interest in financial planning and wealth management. Comfortable building relationships, explaining information clearly, and working to high professional standards. Eager to join the Mattioli Woods Trainee Financial Adviser Programme, complete CII R01 and progress toward the Level 4 Diploma in Financial Planning while developing into a client-facing adviser.
Experience
Model / Client-Facing Professional - Self-Employed
(2015-01)
Managed a long-term self-employed portfolio requiring punctuality, preparation, professionalism and communication with clients and agencies.
- Built and maintained professional relationships across different assignments and working environments.
- Followed briefs, presentation standards and deadlines.
- Adapted quickly to different clients, teams and working requirements.
- Developed confidence, resilience and strong interpersonal skills transferable to client-facing financial advice.
Retail Work Experience - Peacocks - Ilford
(2010-10)
Two-week placement
- Assisted customers with product queries and service requests.
- Prepared stock for display and maintained presentation standards.
- Supported stock replenishment and shop-floor organisation.
- Handled customer interactions courteously and professionally.
- Worked as part of a retail team in a busy customer-facing environment.
Education
BTEC qualifications - Business and related subjects - Barking and Dagenham College (2015-01 - 2018-01)
Online courses - Legal Studies and Criminal Law - Alison Online Learning (2018-01 - 2018-01)
A-level / equivalent study - Mayfield Sixth Form (2011-01 - 2012-01)
GCSEs - including Mathematics and English - Mayfield Secondary School (2005-01 - 2010-01)
