Aaron Crotty Email & Phone Number

Manchester Area, United Kingdom

Wesleyan is a mutual society who deliver financial advice to medical professionals, which allows us to develop an in-depth understanding of our customers’ needs.We understand the career path of those in the medical profession, the challenges of starting a career in medicine or dentistry, working within or outside of the NHS. Therefore, we have a unique insight into the things that impact on a medical professionals and can provide the best advice to ensure they get the most from their career.I provide support to our clients across the financial planning spectrum, including:*The NHS Pension Scheme and the impact of the changes to it*Saving & Investments*Retirement planning*Life Assurance, Income Protection & Locum Protection*Business Protection*Estate planning

Liverpool

Bright Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representativesBright Wealth Management is a trading name of Bright Fs LtdSJP Approved 12/04/2023

Dubai

Head of the Client Services division of a Global Asset Management company based in Dubai. My team managed clients worldwide on a partnership basis to provide independent and bespoke financial advice. I specialized in UK tax advice, financial planning and insurance requirements.Built firm but respectful relationships with staff, leading by example and providing continued encouragement for high levels of motivation and satisfaction.Coach and mentored new team members to provide high-performing staff for optimum productivity.Assess daily operational needs and requirements, implementing strategy in team briefings, motivating and assisting staff to achieve goals.Implemented staff development programmes to improve staff retention.Developed standard operating procedures.

Dubai, United Arab Emirates

Provided both onshore and offshore financial advice to expatriates working and living in the Middle East.Comprehended clients' attitude to risk and planned accordingly.Maintained thorough knowledge of current legal, taxation and regulatory legislation for continued compliance.Assisted clients in identifying needs and objectives to provide appropriate financial advice and services to best meet their goals.Reviewed new and existing clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.Set up prospective and existing client meetings in settings that best suit their needs, to offer above-and-beyond service.Maintained in-depth understanding of regulations, making clients aware of any changes likely to effect their savings or investments.Conducted in-depth reviews of client circumstances, current provisions and future aims, seeking optimal financial plans and outcomes.Used extensive market research to offer clients the latest products and services aligned to their bespoke requirements.

Liverpool, United Kingdom

Working as an internal customer advisor for one of the largest UK banks.Role and responsibilities included;-Promoted bank products and services to new and existing customers, thoroughly explaining complex information to facilitateMaintained existing client relationship to drive product sales and increase client retention rates.Provided advisory services to clients to assist in personal finance management.Conducted in-depth client profiling, using targeted questioning to identify individualised needs, provide advice and close high-value sales.Successfully applied various sales techniques to steadily expand customer bases.Acted as a Branch Manager on a 1 year secondment basis.Responsible for managing a team of 14 staffOptimised staff productivity by managing inter-team conflict resolution, yearly performance reviews, hiring and terminating processes, training initiatives, scheduling, time and attendance.Facilitated smooth running of branch operations by verifying consistent compliance with standard operating procedures.Consistently complied with company policies and government regulations.Assessed employee performance and developed improvement plans.Communicated daily performance and productivity expectations to high-volume teams, motivating effectively to achieve KPIs.