Shereyaar Poonawala Dippfs Cert Cii (Mp) Email & Phone Number

Greater Manchester, England, United Kingdom

- Providing financial advice to clients on a range of products and services including pensions, savings, investments, and specialist insurance.- Conducting in-depth analysis of clients' financial situations to develop personalised financial plans.- Identify and assess clients' risk tolerance and investment goals to recommend suitable investment strategies.- Keep up-to-date with the latest financial products and market trends to provide clients with the most relevant advice.- Build and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty.- Work closely with the compliance team to ensure all regulatory requirements are met.The value of your investment can go down as well as up. You could get back less than you invested. Hill Johnstone Wealth Management Limited is an Appointed Representative of and represents only St. James Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 08/02/2024

- Providing financial advice to clients on a range of products and services including pensions, savings, investments, and insurance.- Conducting in-depth analysis of clients' financial situations to develop personalised financial plans.- Identify and assess clients' risk tolerance and investment goals to recommend suitable investment strategies.- Keep up-to-date with the latest financial products and market trends to provide clients with the most relevant advice.- Build and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty.- Work closely with the compliance team to ensure all regulatory requirements are met.

Greater Manchester, England, United Kingdom

Stockport, England, United Kingdom

Stockport, England, United Kingdom

Manchester, United Kingdom

Manchester, Greater Manchester, United Kingdom

Altincham

Liverpool, United Kingdom

Broaden and strengthening preexisting skill set to help better myself as an individual. University is a tine when many lessons are learnt within classrooms, labs and lecture theaters. While this is true in my experience accompanied with this learning process within the constraints of academia there were many lessons to be learnt beyond this. The mixture of which with the academic education has enabled me to better navigate myself and to better understand how to manage particular situations.

This role which is customer facing helping to understand patient needs, providing the patient with medicines and advice for their conditions. To do this I had to develop a large knowledge base, using as well as refining communication skills to appropriately educate while operating inside the pharmacy. At the Healdgreen pharmacy I have been able to further progress my sales in a business development role, mainly aimed around to core aspects of the business. The first core area which is walk in customers who are on repeat medication to whom we can better provide by entering them into a managed system which will allow for the patient to continuously using our services with minimalised hindrance. While attempting to spread this area of the business there were many different strategies which I employed including cold calling door to door which surprisingly took a positive effect on the number of patients signed up to the managed service. The second core business area was service to care/nursing homes to build which is quite difficult as the caring establishments can often be in contracts or have little to no problem with their current medicinal supply.

Helping deal with customers looking for the perfect handset, contract or even accessory to suit their needs. As in any customer facing industry each customer has preferences of brands, images and styles they want to associate themselves with this roles was working around understanding those needs tailoring the best products and trying to ensure that customers would always walk out with the most profitable product with the help of multiple tools and incentives this felt like a very natural role to be in so to leave was incredibly upsetting.

Bachelor (Hon) Of Applied Chemical And Pharmaceutical Sciences (B.A.Sc.), Chemical And Pharmaceutical Science

This degree allows to learn and practice a wide range of skills from analytical chemistry, the study of organic molecules and mechanisms.

A-Level, A-Levels

Xaverian as most colleges in the UK was where I went to attain my A-levels like most people in the UK. Alongside the academic benefits.

Gcse, Gcse

Diploma In Regulared Financial Planning, Financial Planning And Services