Eloise Flint

Chartered Financial Planner @Argentis

Harrogate, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Sep 2022 — Present

Chartered Financial Planner @Argentis

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Working as a fully Independent Financial Advisor providing holistic financial advice to individuals and businesses in accordance with FCA rules and guidance\\\\n• Establishing client lifetime goals, creating tailored cashflow modelling and budgeting to align with plans\\\\n• Securing new clients to the business through existing client referrals and professional connections\\\\n• Identifying and supporting vulnerable clients, protection from scams

SKILLS

ProtectionPresentations to Large and Small Groups Using a Variety of MediaInsuranceLife InsuranceFixed AnnuitiesEmployee BenefitsInvestmentsAccount ManagementNew Business DevelopmentFinancial AdvisoryPensionsManagementSalesBusiness DevelopmentBusinessCritical IllnessRetirement PlanningDip PfsTrainingFinancial ServicesBusiness ProtectionComputer Literate: Word, Excel, Powerpoint, OutlookFinancial PlanningRetirementRelationship ManagementAuto-EnrolmentBusiness Relationship Management@RiskIncome ProtectionWealth ManagementGroup Risk

ABOUT ELOISE FLINT

A highly experienced financial services professional, offering bespoke financial planning…

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