Matthew Hull
Financial Advisor @Linear Financial Solutions
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WORK HISTORY
Financial Advisor @Linear Financial Solutions
Leicester, GB
Contacting clients and setting up meetings, either within an office environment or in clients\' homes or business premisesConducting in-depth reviews of clients\' financial circumstances, current provision and future aimsanalysing information and preparing plans best suited to individual clients\' requirementsResearching the marketplace and providing clients with information on new and existing products and servicesAssisting clients to make informed decisionsResearching information from various sources, including providers of financial productsReviewing and responding to clients changing needs and financial circumstancesPromoting and selling financial products to meet given or negotiated sales targetsnegotiating with product suppliers for the best possible ratesliaising with head office and financial services providersCommunicating with other professionals, such as estate agents, solicitors and valuersKeeping up to date with financial products and legislationProducing financial reportsMeeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
EDUCATION
Institute of Financial Services
Certificate in Mortgage Advice and Practice - Level 2
Institute of Financial Services
Certificate in Mortgage Advice and Practice - Level 1
Chartered Insurance Institute
RO1
Institute of Financial Services
Certificate in Mortgage Advice and Practice - Level 3
The University of Hull
Bachelor of Arts (B.A.)
SKILLS
ABOUT MATTHEW HULL
Helping Financial Advisers to Achieve Great Outcomes for Clients
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