Daniel Etherington Dippfs Cemap Email & Phone Number

Within this role I have achieved CAS status whilst handling a high volume and wide variation of mortgage and protection cases. I am always willing to go the extra mile for my clients, creating relationships and dedicating myself to offering the best service and advice.

Liverpool, England, United Kingdom

This is a key role within a highly regulated environment for a solicitors firm assisting clients throughout their claims process.Key Responsibilities:- Log and bill invoices- Delegate cases to the appropriate expert and ensure appointments are arranged and carried out- Display an analytical approach when handling reports- Handle customer queries via.

• This role is within a student letting company and my role is focused towards the letting of properties during what has been an adaptive period due to the coronavirus pandemic.Key Responsibilities:- Manage property.
• Communicate with and update landlords.- Work autonomously whilst being part of a team.Key Achievements:- Exceeded KPI’s and achieved a higher letting average percentage than that of the previous academic year even.

I was the first point of contact for landlords, customers and tenants within a small local letting agents. Within this diverse role, I needed to adapt to forever changing scenarios by managing my own workload.Key Responsibilities:- Arrange and lead property viewings, inventories and inspections for the team.- Produce and send landlord rental statements.

• During my time at University I decided to proceed with the option of a placement to show that I could apply the skills I had learned in the classroom into the workplace.Key Responsibilities:- Organise company account.
• Handle confidential information in a professional manor.Key Achievements:- Successfully researched workplace improvements to find a postal machine that could be in place within the office that would improve efficiency.

Diploma In Regulated Financial Planning, Diploma In Regulated Financial Planning, Level 4 Diploma In Regulated Financial Planning

R01 - Passed R02 - Passed R03 - Passed R04 - Passed R05- Passed R06 - Passed

Cemap, Finance, General

Bachelor'S Degree, Accounting And Finance