Financial Planner Resume
Contact information
Luka S. Patrizi
17 Street
Fort Worth
Texas
Career objective
Looking for a challenging position of the Financial Planner Resume the reputed University with a view to use my wide experience for the benefit of the organization.
OBJECTIVES
Having settled back in the North East following a 3 year expat contract with Barclays Wealth International in Gibraltar, I am seeking to achieve the status of a well trusted, professional adviser with an excellent reputation amongst the local business community and where my services will be advocated by clients and key business introducers alike.
KEY ATTRIBUTES/EXPERIENCE
Selling regulated investments including unit trusts, insurance bonds, discretionary portfolios, structured products (bespoke and shelf products)
Selling regulated protection and pension products including IHT planning
Selling mortgages and related protection
Extensive Relationship Management of high net worth bank clients
Consistently meeting and exceeding revenue targets whilst retaining long term client relationships
Ability and willingness to provide support, coaching and inspiration to colleagues
Customer Focused Reputation for providing service excellence
Ability to build relationships with external Key Business Introducers
Energetic self starter able to advise a broad range of clients from very experienced investors to those who have never had or sought financial planning advice.
Appreciation of commerciality in all business written
The above has been achieved by providing holistic financial planning advice to clients where their needs and priorities come first and where clients understand the solutions recommended and the rationale behind those recommendations. This advice is then supported by carrying out proactive regular reviews to ensure business retention and advocacy. I take ownership of my personal development with continued study towards Level 4 Diploma as well as background reading
CAREER HISTORY
Barclays Financial Planning Ltd
10/2010 – present
Corporate Financial Planning Manager
Working closely with corporate, premier and agricultural relationship managers to identify and develop sales opportunities.
Carrying out fully holistic financial planning reviews on the corporate entity and also on the key individuals in the business
Establishing needs, creating solutions to FSA compliance regulations standard then presenting back to clients.
Carrying out regular reviews to maintain existing business and identifying further opportunities as well as obtaining referrals.
Maintaining records as well as meeting and exceeding sales and activity targets
Barclays Wealth International
06/2007 – 09/2010
International Investment Manager
Working with relationship managers to identify and develop investment sales opportunities
Carrying out holistic wealth management reviews and then creating solutions typically including unit trusts, discretionary managed portfolios, structured products (bespoke and shelf) and cash based products in various currencies
Providing ongoing reviews seeking to become the client's primary wealth manager
Maintaining files to FSA standard ie fact finds and suitability reports
Educating and motivating my introducers
Met / exceeded set sales targets & achieved bonus
Barclays Bank PLC
02/2003 – 06/2007
Premier Banking Relationship Manager
Building and maintaining a portfolio of approximately 300 high value professional clients.
Carrying out reviews, seeking to increase wallet share. Identifying and creating bespoke credit/mortgage solutions.
Identifying leads to business partners eg Investments, financial planning, estates and trusts etc
Working with branch network and external introducers to identify new prospective Premier Banking Clients.
Ensuring day to day banking was effortless to assist retention
Consistently met / exceeded set sales targets, top quartile performer.
Barclays Financial Planning Ltd
02/1996 – 01/2003
Financial Advisor
To develop leads, carry out reviews and create solutions to include the above products.
Educate and motivate introducers,
Maintain files to FSA standards,
Carry out regular reviews to maintain existing business and obtain referrals
Consistently met / exceeded set sales targets and was top adviser in my region in my last two years there
Barclays Bank PLC
09/1986 – 01/1996
Early career
Junior duties followed by promotion to cashier, regular payments supervisor, bullion clerk and personal banker
EDUCATION
9/1981 – 9/1986 Wickham Comprehensive School
O Level Passes
PROFESSIONAL QUALIFICATIONS
CF8 Long term Care PFS Dec 2010
JO6 PFS Jun 2010
Investment Principles and Markets (part of Level 4 Diploma) I am on track to achieve RDR compliant status ahead of Dec 2012 deadline
CeMap Certificate in Commercial Mortgages Sep 2009
Investment Management Certificate CII Jul 2008
Cemap Bridge Paper Mar 1999
Authorised to give Level A Mortgage advice. I also hold the Advanced CeMap in Commercial Mortgages
Financial Planning Certificate Jan 1997
authorised to give FSA regulated financial planning advice
References
Luka S. Patrizi
Manager
Wap Company.
Luka_Patrizi@gmail.com
