Ruth Waters Qfa Rpa Email and Phone Number
Ruth Waters Qfa Rpa work email
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Ruth Waters Qfa Rpa personal email
Irish national with strong business development and relationship management skills. QFA & RPA qualified. A quick thinker, robust, analytical strategist with ability to spot opportunities and trends and develop them into revenue streams. High-achiever and highly self motivated. Customer focused with diverse background with experience in logistics, Finance and Account management. Proficient in MS Office Applications (Word, Excel, PowerPoint), Internet proficient. Dedicated to ensuring a high level of customer service at all times, exceptional interpersonal skills with an aptitude for building rapport with a diverse range of people. Able to multitask while remaining professional and courteous in fast-paced dynamic environments
Advice First Financial Services Ltd
View- Employees:
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Senior Financial PlannerAdvice First Financial Services Ltd Nov 2024 - PresentDonegal, County Donegal, Ireland
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Senior Financial PlannerAdvice First Financial Services Ltd Nov 2024 - Present
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Senior Financial PlannerClear Financial Sep 2023 - Nov 2024Rathcoole Premier Office Centre, Main St., Rathcoole, Co. Dublin, D24 K519 -
Senior Financial Advisor - Q.F.A & R.P.AIrish Pensions & Finance Oct 2014 - Sep 2023County Mayo, Ireland• Counsel clients on investment opportunities, goals and tolerance for risk. • Constantly monitoring the specific investments in clients' portfolios• Keep on top of new investment strategies and investment vehicles. • Recommend strategies clients can use to achieve their financial goals and objectives• Advise on all aspects of financial services to existing company clients. • Build my own client bank within IPF. • Interview and train all new recruits within the team and mentor all junior team members. • Lead and develop staff by identifying training needs. -
Qfa (Qualified Financial Advisor) At Holborn AssetsHolborn Assets Llc Oct 2011 - Jul 2014Tecom, Dubai, United Arab Emirates• Counsel clients on investment opportunities, goals and tolerance for risk. • Constantly monitoring the specific investments in clients' portfolios• Keep on top of new investment strategies and investment vehicles. • Recommend strategies clients can use to achieve their financial goals and objectives• Advise on all aspects of financial services to existing company clients. • Lead and develop staff by identifying training needs. -
Senior Financial AdvisorIrish Pensions & Finance Nov 2008 - Oct 2011Clonee, Co. Dublin, Ireland.• Counsel clients on investment opportunities, goals and tolerance for risk. • Constantly monitoring the specific investments in clients' portfolios• Keep on top of new investment strategies and investment vehicles. • Recommend strategies clients can use to achieve their financial goals and objectives• Advise on all aspects of financial services to existing company clients. • Build my own client bank within IPF. • Interview and train all new recruits within the team and mentor all junior team members. • Lead and develop staff by identifying training needs.
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Financial AdvisorIrish Pensions & Finance 2006 - Nov 2008Clonee, Co. Dublin, Ireland.• Sell financial products such as stocks, bonds, mutual funds, and insurance.• Build and maintain client bases and keep current client plans up to date• Recruiting new clients on an ongoing basis. • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. • Answer clients' questions about the purposes and details of financial plans and strategies.
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Business Development ManagerIrish Pensions & Finance Oct 2005 - 2006Clonee, Co. Dublin, Ireland• Looking after the diaries of 8 financial advisors. •Responsible for booking a minimum of 4 appointments per day for each consultant. • Responsible for the logistics of each financial advisors diary to minimize and reduce both cost and time. • Prepares the annual Business Development Plan• Define and follow up of weekly targets and objectives• Determine new opportunities by analyzing business needs.
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Import/Export ManagerFedex Express Jan 2000 - Oct 2005Santry Business Park, Dublin, Ireland.5 Years of employment with the organization in various roles.• Managed a team of 16 import export clerks, • Responsible for the daily reporting of all inbound and outbound freight to customs and excise. • Sole responsibility for the flight manifests and cargo carried on each flight. • Processing of all import-export documentation, compile carrier and route assignments• Compute international fees for each shipment and keep track of shipment payments and quotas. • Interview of all new recruits with senior management and ongoing training of each new staff member and quarterly assessments of each team member. -
Senior Export Clerk Promoted From Import ClerkFedex Express Jan 2002 - Jan 2003Dublin, Ireland• Tracking of shipments and communicating with clients about the package's progress• Coordinate shipping with customs agents for clearance on overseas deliveries• Deal with quotes from prospective shippers• Handle claims with insurance companies if any shipment problems happen to occur• Provide efficient delivery logistics through data management.
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Import Clerk Promoted From Customer Service AgentFedex Express Apr 2001 - Jan 2002Dublin, Ireland• Establishing sound coordination and communication across vast distances• Processing documentation, warehousing payment-receipts and transportation of goods• Maintain expert knowledge in import regulation• Record keeping and tracking skills.
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Customer Service AgentFedex Express Oct 2000 - Apr 2001Dublin, Ireland• Monitoring of all inbound shipments and packages. • Identifying potential problems with inbound freight and reporting to the relevant person quickly and precisely. • Handle queries and complaints of customers in a kind, professional and tactful manner. Provide explanations to clients regarding the nature and source of the issue. • Listen to helpdesk voice mails, work on them and reply to them immediately. • Closely monitor the track and trace package system and keep and up to date and accurate file on each client’s shipment.
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Client Account ManagerHayes, Cummingham And Robinson Dec 1995 - Nov 2000Dublin Ireland• To maintain and build successful customer relationships in order to generate revenue for the firm. • Responsible for the top 15 client accounts• Work with the related department head to improve work flow. • Responsible for direct marketing to existing and new customers about company products and seasonal promotional campaigns.
Ruth Waters Qfa Rpa Skills
Frequently Asked Questions about Ruth Waters Qfa Rpa
What company does Ruth Waters Qfa Rpa work for?
Ruth Waters Qfa Rpa works for Advice First Financial Services Ltd
What is Ruth Waters Qfa Rpa's role at the current company?
Ruth Waters Qfa Rpa's current role is Senior Financial Advisor at Advice First Financial Services.
What is Ruth Waters Qfa Rpa's email address?
Ruth Waters Qfa Rpa's email address is ru****@****ets.com
What are some of Ruth Waters Qfa Rpa's interests?
Ruth Waters Qfa Rpa has interest in Travelling, Horse Riding, Basketball, Skiing And Scuba Diving.
What skills is Ruth Waters Qfa Rpa known for?
Ruth Waters Qfa Rpa has skills like Investments, Pensions, Portfolio Management, Strategic Financial Planning, Wealth Management, Financial Advisory, Business Planning, Finance, Financial Services, Life Insurance, Investment Strategies, Asset Management.
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