James Millican Email & Phone Number

Wakefield

• Provides a first-class financial advice service to individual and business clients with an active client base of 200+ with a 97% client satisfaction rating
• Significantly increased client portfolio from zero to £10M through repeat annual business and increased investment
• Changed a clients life by providing advice which impacted an individual client to the value of £250,000
• Continually adapted to legislative changes and financial changes whilst other financial advisers left the market
• Disseminates complex information where previous clients have failed to understand to the client thanking me for translating into plain English
• Presented information to a wide range of delegates from conferences, training seminars to careers fairs

Leeds, United Kingdom

• Proud to have adapted to a new role in a new industry in a short space of time with successful KPI performance
• Quickly fitted into a well-established team and absorbed training in a short space of time, trusted to take on large caseloads with sensitive information
• Selected to supported colleagues with learning new systems and supported longer standing members of the team with patience to grasp the new system
• Trained and role modelled how to ‘cold call’ for new starters as a result of high conversion rates
• Offered to work flexibly to ensure service demands were met including unsociable hours
• Worked over and above contracted hours to take the pressure off other team members

Exeter, United Kingdom

• Headhunted by management as a result of working temporary over Christmas through to a trainee store manager, rapidly progressed to a store manager within 5 years
• Re-located at a young age of 18 and managed complex situations including shop lifting, staff disputes, emergencies resulting in a resilient leadership approach from a young age
• Manged all aspects of HR from recruitment through to termination
• Held budget management responsibility for operating costs, and stock management procedures, always achieved budget targets
• Trained and developed new staff from induction through to fully competent
• Identified continuous improvement opportunities including recommending additional stock lines etc

Certificate In Mortgage Advice, Finance, General

Diploma In Financial Planning, Finance, General

A Levels, Sociology And Communicaton Studies

O Levels, 7 X O Level Passes Including English And Maths, O Level