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 telephoneKey Achievements:- Successfully managed own caseload handling several cases from start to finish helping clients throughout their claims process.

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 enquiries whilst carrying out viewings and inspections. • 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 under the limitations caused by the global pandemic.

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 whilst handling follow-up queries.- Manage and update landlords on their portfolio whilst updating applicants through-out theirapplication process and on occasion negotiating rental prices between each party. Update and manage all marketing and social media pages.- Participate and contribute in team meetings.- Handle client enquiries via telephone, portals and face to face office visits.- Produce accurate and precise legal documentation such as tenancy agreements.Key Achievements:- Introduced the use of several new features within the current operating system to implement in the day-to-day usage of the system which drastically increased efficiency within the workplace including an automated landlord end of month statement enabling live profit/loss analysis for the business.- Implemented a new marketing strategy on social media which increased post/page interactions by over 900%.- Introduced a new tenant incentive which increased both customer enquiries and the enquiry to application ratio.

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 records of a two-year period onto an excel spreadsheet.- Produce and analyse profit/loss statements in order to present to the director to assist in futuredecision making.- Research for Improvements of workplace efficiency and methods of cutting costs. • 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 and lower costs.- Assisted in effective future decision making.- Successfully collated company account records and received excellent feedback.

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