Paula Collins Qfa Cfp® Email & Phone Number

Dublin, County Dublin, Ireland

Dublin City

• Identify and review client information in terms of existing assets and investment holdings.
• Understand individual client goals, timescales and risk attitudes.
• Create net worth statements, income statements and review tax liabilities in order to identify opportunities and shortfalls.
• Present recommendations specific to each individual in order to create an action plan which is in the best interest of each client.
• Attend meetings to take minutes, meet with clients and build strong relationships.
• Communicate directly with clients in order to both prepare for and follow up from meetings.

Vancouver, Canada Area

• Handled all inquiries relating to lending and the extension of credit from both existing and non-customers.
• Conducted in depth advisory sessions in each individual case in order to ascertain important factors such as capacity and previous credit history.
• Processed each eligible application after initial assessment in order to advise of a credit decision as soon as possible.
• Liaised with the underwriting department daily in order to ensure the long term viability of each case in terms of full repayment.
• Worked effectively within a team setting reliant on initiative to meet turnaround times and ensure high levels of customer service were met at all times.

• Managed my portfolio in an organised and structured manner ensuring all customer instructions were both prioritised and accounted for.
• Handled key corporate accounts and dealt with all queries/requests in a timely, accurate manner.
• Worked effectively within a team setting in order to meet deadlines and ensure high levels of customer service were met at all times.
• Dealt with both internal and external queries effectively to ensure they were resolved or escalated, where necessary.
• Maintained professional and effective communication at all times by using initiative to facilitate individual customer needs.
• Monitored accounts in order to advise customers in advance of any potential changes or opportunities.

• Responsibilities-
• Acted as an intermediary between Sales Representatives and their customers.
• Processed loan applications in a prompt and timely manner in order to inform of approvals/refusals for specific reasons.
• Dealt with complaints efficiently without management involvement and facilitated the smooth operation of the sales desk by providing full after-care service.
• Ensured all accounts kept up to date, kept commission statements in order and informed key customers of same.
• Handled all calls of enquiry and/or complaint from both corporate and public customers and followed up, where necessary, with management.

Msc, Strategic Management And Planning

Core Subjects: Economic Foundations of Strategy Planning and Decision Making Techniques Behavioural Foundations of Strategy Strategic.

Cfp®, Finance, General

CFP (Certified Financial Planner) is the world’s most widely respected financial planning designation. There are currently 147,000 CFP.

Bachelor Of Commerce (B.Com.), Business/Commerce, General

First Year Core Subjects Accounting Economics Organisational Behaviour Management Theory Maths & Statistics Information & Communications.