Anthony Roberts

157 Park Road Luton L1 6RR

Tel: 0161 555 3333 Mobile: 07766 111 2222 Eail: anthony!r"yourail!#o
Personal profile
A hi$hly oti%ated re#ent &usiness 'tudies $raduate
lookin$ to ki#k start his #areer as a (inan#ial ad%isor
and build his business buildin$ skills )ith a re*utable
(inan#e #o*any!
Possessin$ enthusias+ dri%e and a *ositi%e attitude
re,uired to be su##ess(ul in a sales and arketin$
en%ironent! Presently lookin$ (or a $raduate or
trainee (inan#ial ad%isor *osition )ith a re)ardin$ and
(or)ard lookin$ #o*any!
Academic qualifications
&A -.ons/ &usiness 'tudies 2:1
0erti(i#ate in 1inan#ial Plannin$ -01P/
A2 Le%els:
Maths -&/
En$lish-A/
3eo$ra*hy -0/
Work experience
MORTGAGE ADVIOR !part " time#
1irst &ase Mort$a$es 4une 2010 5 Present
3i%in$ ad%i#e on ort$a$es and related *rodu#ts like
in%estents+ li(e insuran#e+ #riti#al illness #o%er and
*ensions! 6orkin$ in the early e%enin$+ #onta#tin$
#lients %ia tele*hone and o##asionally eetin$ the
(a#e to (a#e!
Duties$
.el*in$ #lients to (ind (inan#ial *rodu#ts that suit their
needs!
7oin$ $eneral adinistrati%e o((i#e )ork!
.a%in$ to e8*lain (inan#ial atters #learly+ )ith the
iniu o( 9ar$on!
0ondu#tin$ in5de*th re%ie)s o( #lients2 (inan#ial
#ir#ustan#es!
Resear#hin$ and (indin$ the best (inan#ial *rodu#ts!
0onta#tin$ other *ro(essionals like estate a$ents+
soli#itors and %aluers!
Makin$ sure all *a*er)ork is #o*leted #orre#tly to
#o*ly )ith the re$ulations o( the 1inan#ial 'er%i#es
Authority -1'A/!
'ettin$ u* eetin$s )ith #lients!

Voluntar% experience
Volunteer Ad&isor !part ' time#
0iti:ens Ad%i#e &ureau 4anuary 2010 ; 4une 2010
'*endin$ 'aturdays by *ro%idin$ *eo*le )ith (ree
le$al ad%i#e to hel* resol%e any *robles or issues
they ha%e!
Duties$
Makin$ tele*hone #alls and en,uiries on behal( o(
#lients!
<##asionally $oin$ alon$ )ith the to #ourt hearin$s
or at tribunals!
6ritin$ letters on behal( o( *eo*le!
E8*lainin$ to *eo*le ho) )e #an hel* the!
Adinistrati%e duties like (ilin$+ u*datin$ re#ords!
1indin$ out about a #lients *robles!
Ans)erin$ eails and *hone en,uiries!
3ettin$ in%ol%ed in edia #a*ai$ns!
.el*in$ )ith (undraisin$ a#ti%ities!

Personal skills
'u##ess and results dri%en!
E8#ellent nuera#y and =T skills!
Resear#h and analyse (inan#ial in(oration!
Pro%en sales and ne$otiation skills!
Pun#tual and )ell *resented!
0on(ident outlook!
3ood listener!
Able to )ork indi%idually or in a tea!
<*en inded and non59ud$eental!
Attention to detail!
Ada*table to ne) situations!
En9oy a #o*etiti%e en%ironent!
.i$h ener$y le%els!
Able to )ork under *ressure!
Proble sol%in$!
References
A%ailable on re,uest!
Personal
Driving license: Yes
Nationality: British
Languages: Spanish
(op%ri)*t information ' Please Read
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