Caley Ruck Cemap
Trainee Financial Planning Adviser @Quilter Financial Planning
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WORK HISTORY
Trainee Financial Planning Adviser @Quilter Financial Planning
Southampton, GB
Currently completing the diploma in Regulated Financial Planning, enhancing my knowledge in additional financial advisory areas. • Engaged in comprehensive training to develop skills in investment strategies, retirement planning, and risk management. • Actively participating in workshops and seminars to stay updated on industry trends and regulations.• Watch this space for updates in my journey!
ABOUT CALEY RUCK CEMAP
Extensive experience in the banking sector, specialising in mortgages, large team leadership, and customer service excellence. I can demonstrate a strong ability to build cohesive teams and foster a one-team culture, while effectively managing resources and driving process improvements. I also have a keen eye for continuous improvement and enhancing customer interactions through forward-thinking solutions and compliance with industry standards. I am passionate about continuous development and inspiring peers through innovative coaching and mentoring strategies, seeking to further enhance customer experience and operational efficiency.
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