Senior Financial Planner
Current
Nov 2024 - Present
AeroLeads people directory · profile
Ruth Waters Qfa Rpa Email & Phone Number
Senior Financial Advisor at Advice First Financial Services
at
Advice First Financial Services Ltd
1 work email found
@ipf.ie
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Financial Advisor at Advice First Financial Services
Location
Claremorris, County Mayo, Ireland
Company size
Who is Ruth Waters Qfa Rpa? Overview
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Quick answer
Ruth Waters Qfa Rpa is listed as Senior Financial Advisor at Advice First Financial Services at Advice First Financial Services Ltd, a company with 6 employees, based in Claremorris, County Mayo, Ireland. AeroLeads shows a work email signal at ipf.ie and a matched LinkedIn profile for Ruth Waters Qfa Rpa.
Ruth Waters Qfa Rpa previously worked as Senior Financial Planner at Advice First Financial Services Ltd and Senior Financial Planner at Advice First Financial Services Ltd.
Company email context
Email format at Advice First Financial Services Ltd
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{first}@ipf.ie
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AeroLeads found 1 current-domain work email signal for Ruth Waters Qfa Rpa. Compare company email patterns before reaching out.
Profile bio
About Ruth Waters Qfa Rpa
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
Listed skills include Investments, Pensions, Portfolio Management, Strategic Financial Planning, and 27 others.
Current workplace
Ruth Waters Qfa Rpa's current company
Company context helps verify the profile and gives searchers a useful next step.
Advice First Financial Services Ltd
Employees
6
AeroLeads page
13 roles · 20 years
Ruth Waters Qfa Rpa work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner
Current
Nov 2024 - Present
Senior Financial Planner
Sep 2023 - Nov 2024
Senior Financial Advisor - Q.F.A & R.P.A
- 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.
Oct 2014 - Sep 2023
Qfa (Qualified Financial Advisor) At Holborn Assets
- 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.
Oct 2011 - Jul 2014
Senior Financial Advisor
- 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.
Nov 2008 - Oct 2011
Financial Advisor
- 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.
2006 - Nov 2008
Business Development Manager
- 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.
Oct 2005 - 2006
Import/Export Manager
- 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.
Jan 2000 - Oct 2005
Senior Export Clerk Promoted From Import Clerk
- 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.
Jan 2002 - Jan 2003
Import Clerk Promoted From Customer Service Agent
- 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.
Apr 2001 - Jan 2002
Customer Service Agent
- 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.
Oct 2000 - Apr 2001
Client Account Manager
Hayes, Cummingham And Robinson
- 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.
Dec 1995 - Nov 2000
FAQ
Frequently asked questions about Ruth Waters Qfa Rpa
Quick answers generated from the profile data available on this page.
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 Advice First Financial Services Ltd?
Ruth Waters Qfa Rpa is listed as Senior Financial Advisor at Advice First Financial Services at Advice First Financial Services Ltd.
What is Ruth Waters Qfa Rpa's email address?
AeroLeads has found 1 work email signal at @ipf.ie for Ruth Waters Qfa Rpa at Advice First Financial Services Ltd.
Where is Ruth Waters Qfa Rpa based?
Ruth Waters Qfa Rpa is based in Claremorris, County Mayo, Ireland while working with Advice First Financial Services Ltd.
What companies has Ruth Waters Qfa Rpa worked for?
Ruth Waters Qfa Rpa has worked for Advice First Financial Services Ltd, Clear Financial, Irish Pensions & Finance, Holborn Assets Llc, and Fedex Express.
How can I contact Ruth Waters Qfa Rpa?
You can use AeroLeads to view verified contact signals for Ruth Waters Qfa Rpa at Advice First Financial Services Ltd, including work email, phone, and LinkedIn data when available.
What skills is Ruth Waters Qfa Rpa known for?
Ruth Waters Qfa Rpa is listed with skills including Investments, Pensions, Portfolio Management, Strategic Financial Planning, Wealth Management, Financial Advisory, Business Planning, and Finance.
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