Business graduate seeking Mattioli Woods Trainee Financial Adviser Programme
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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.
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.
Retail Work Experience - Peacocks - Ilford
(2010-10)
Two-week placement
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)