Greg Arthur Acsi, Cert Smp Email & Phone Number

London, England, United Kingdom

East Malling, England, United Kingdom

- Produce financial planning reports for consideration and sign-off by Advisers taking into account standards for suitability and quality. - Analyse client portfolios / products and other relevant information in order to prepare the above. - Obtain illustrations and supporting documents as required to complete the advice file for presentation to the.

Kings Hill, England, United Kingdom

• Identify and present the most suitable mortgage solutions for clients through completed Facts Finds and telephone discussions.
• Undertake product research, obtain illustrations, process agreement in principles and use analytical software to review a client’s existing arrangements.
• Managing high volumes of clients and delivering an excellent customer service under pressure.
• Communicate with lenders, valuers, solicitors, and other parties involved in the mortgage application process when appropriate.
• Collate information from clients and input the data of mortgage applications into different lenders systems.
• Update and liaise with clients to progress their applications

Maidstone, United Kingdom

• Managing a portfolio of high-net-worth clients with their banking needs, ranging from investments, savings, current accounts, credit cards, loans, mortgages, etc.
• Conduct periodic individual reviews and fact finds with clients, providing financial information with the aim of maximising return and minimising outgoings.
• Support the Premier Client Manager by preparing pre and post meeting documentation for client annual reviews and recommendation meetings.
• Work closely with other divisions of the bank (retail, business, mortgages) to facilitate successful referrals.
• Coach and develop colleagues within the Retail arm of the Bank in the Wealth Management proposition.

Canterbury, United Kingdom

• Completing VAT returns, trial balances, bookkeeping, preparing year end accounts, bank reconciliation, tax investigations, processing sales invoices, receipts and payments, general administration.
• Being the first point of contact for new and existing clients, via face-to-face and telephone.
• Use of the following programmes to complete my duties: QuickBooks Online, Microsoft Excel, CCH Central, AutoEntry, AutoRec, Receipt Bank.

Sandwich, United Kingdom

• I was the first point of contact for customers when they entered the branch. I assisted them with managing their finances by serving them at the counter through a multitude of transactions (i.e. cash/cheque.
• Find out customer needs and provide a solution from a range of products and services.
• Provide face-to-face and telephone-based customer service.
• Referred new business opportunities (i.e. current accounts, credit cards, loans, mortgages, etc.) to the Personal Banking Managers for further review with customers.
• Balancing a till, exchanging large sums of cash with Cashiers and Banking Officer.
• Servicing ATMs, keying/reconciling the transactions.

London, United Kingdom

• Financial Instruments – Cash Management (i.e. cash pooling, working capital, open credits, Internet banking, BACS, CHAPS, international payments, Barclays Pingit); Financing (i.e. medium/long-term loans (MTLs).
• Credit – Risk, impairment, pricing of new/existing facilities, security (i.e. property, personal guarantees, cash cover), calculating and implementing covenants, property valuations.
• Customer Relationships – I was seen as a trusted strategic financial adviser; delivering an 'A-rated' level of client satisfaction to maintain the Bank’s No. 1 position in Charterhouse; client meetings (Face to.
• Sales – Track record of exceeding financial targets; identifying new opportunities to existing and conquest clients; referring client opportunities which fall outside my remit to other divisions within the bank (i.e..
• Bank Platforms – Salesforce.Com, bank mandate recording system, debt pricing calculator (MTLs, overdrafts, revolving credit facilities), income calculator (deposits, product partner solutions (Barclaycard/Wealth)).

Certificate In Investment Operations, Finance, Pass

R01 - Financial Services, Regulation & Ethics CF1 - UK Financial Services, Regulation & Ethics CF6 - Mortgage Advice FA5 - Individual.

Certificate In Advanced Mortgage Advice, Finance, Pass

Activities and Societies: R01 - Financial Services, Regulation & Ethics CF6 - Mortgage Advice R07 - Advanced Mortgage Advice

Investment Operations Certificate (Ioc), Finance, Pass

Activities and Societies: - Introduction to Securities and Investment - UK Financial Regulation - Platforms, Wealth Management & Service.

Certificate In Investment Management, Investments And Securities, Tbc

Activities and Societies: - UK Regulation & Professional Integrity - Investment Management

Certificate In Paraplanning, Investments And Securities, Tbc

Foundation Certificate In Accounting, Accounting Technology/Technician And Bookkeeping, Pass

Activities and Societies: - Bookkeeping Transactions - Bookkeeping Controls - Elements of Costing - Using Accounting Software - Work.

Capital Markets Programme, Investments And Securities, Tbc

Activities and Societies: - UK Financial Regulation - Securities

Investment Advice Diploma (Iad), Investments And Securities, Tbc

Activities and Societies: - UK Regulation & Professional Integrity - Investment, Risk & Taxation - Securities

Foundation Award In Accounting Software, Accounting Technology/Technician And Bookkeeping, Pass

Activities and Societies: - Set up accounting software - Process sales and purchase transactions - Perform bank and cash transactions.

Foundation Certificate In Bookkeeping, Accounting Technology/Technician And Bookkeeping, Pass

Activities and Societies: - Bookkeeping transactions - Bookkeeping controls

Certificate In Equity Release, Certs Cii (Mp & Er), Finance, General, Pass

Activities and Societies: R01 - Financial Services, Regulation and Ethics CF1 - UK Financial Services, Regulation & Ethics CF6 - Mortgage.

Certificate In Mortgage Advice, Certs Cii (Mp & Er), Finance, General, Pass

Activities and Societies: R01 - Financial Services, Regulation and Ethics CF1 - UK Financial Services, Regulation & Ethics CF6 - Mortgage.

Certificated - Professional Mortgage Adviser (Ccbi Pma), Finance, Pass

Certificate In Management And Leadership, Business Administration And Management, General, Pass

Activities and Societies: - Personal development as a manager and leader - Organisational financial management

Bachelor Of Science - Bsc, Finance, General, Pass

Activities and Societies: - International and Multinational Finance - Portfolio Management - Financial Markets and Risk Management.

Bloomberg Aptitude Test (Bat), Finance, General, 470

Bloomberg Market Concepts (Bmc) Certificate, Finance, General, Pass

Uk Financial Regulation (Ukfr), Finance, General, Pass

Activities and Societies: - Unit 1: Introduction to Financial Services Environment and Products - Unit 2: UK Financial Services and.

Financial Services, Regulation And Ethics (Fsre), Finance, Pass

Activities and Societies: - Unit 1: Financial Services, Regulation and Ethics (FSRE)

Certificate In Business Banking And Conduct (Certbb&C®), Finance, General, Pass

Activities and Societies: - Unit 1: Principles of Business Banking (POBB) - Unit 2: Provide Solutions to Business Banking Customers (PSBB)

Certificate In Regulated Equity Release (Cerer®), Finance, Pass

Activities and Societies: - Unit 1: Fundamentals of Equity Release - Unit 2: Equity Release Solutions

Introduction To Securities And Investment, Investments And Securities, Pass

Integritymatters Certificate, Finance, Pass

Certificate In Retail Banking Conduct Of Business (Certrbcb®), Finance, General, Pass

Activities and Societies: - Unit 1: Principles of Retail Banking (PORB) - Unit 2: Retail Banking Customer Solutions (RBCS)

Certificate In Mortgage Advice And Practice (Cemap® Professional), Finance, General, Pass

Activities and Societies: - Unit 1: Introduction to Financial Services Environment and Products - Unit 2: UK Financial Services and.

Certificate In Regulated Financial Services Operations, Finance, Tbc

Activities and Societies: R01 - Financial Services, Regulation & Ethics CF1 - UK Financial Services, Regulation & Ethics FA5 - Individual.

Diploma In Financial Planning, Finance, Tbc

Activities and Societies: R01 - R02 - R07 -

Education record