I am a recent Diploma Qualified Financial Advisor with one years experience working within a Financial Planning Division for Mazars UK and 17 years worth of experience in Retail Banking (Santander)I have recently passed my Diploma in Regulated Financial Planning in October 2023, with the view to continue to Chartered Status with J02 being booked for the near future. Self motivated and driven, I am passionate about identifying and providing solutions to people in the local community by conducting in depth reviews of their current financial situation as well as supporting their families. I am passionate about the self employed. Working with small business and looking into areas in which we can strengthen profit margins, reduce costs and expand the brand.I am highly skilled in all product and services within the retail banking sector and in supporting to lead high performing teams in the execution of these services to the general public.Key Competencies:-Leadership and Management-Customer success-Strategy-Communication and Negotiation -Data Analysis and trends-Conflict Management-Problem SolvingKey Achievements- Passed my Diploma in Regulated Financial Planning in October 2023.Please contact me at popat14@gmail.com to find out how I might contribute and add value to your organisation.