Matt Smith

WORK HISTORY

ABOUT MATT SMITH

I am a very experienced Financial Services professional who is a QCF4 Qualified Financial Adviser and enjoys keeping up to date with the financial services industry. I achieved CAS (Competent Adviser Status) and held the Statement of Professional Standing as awarded by the CII while in the Financial Consultant role.I thrive in dynamic and constantly changing environment that challenges me to be flexible and adaptable while maintaining a clear focus on the overall goal. My constant aim is to ensure I exceed customers expectation’s while enjoying working in a team environment.Professional Qualifications• CII Diploma in Regulated Financial Planning (QCF Level 4)-(R01, R02, R03, R04, CF3, RO6)• CII Certificate in Mortgage Advice (FPC1, RO1, CF6)• CII Certificate in Equity Release (FPC1, RO1,CF6, ER1)• CII Certificate in Discretionary Investment Management (J10, RO1)• CII Certificate in Financial Planning (FPC1, CF2, CF3, CF4, CF5) • CII Certificate in Financial Services • CII Certificate in Life & Pensions (FPC1, FA1, FA2)• CII Certificate in Financial Administration (Life)• CII Certificate in Financial Administration (Pensions)