Leighton Derek Jeffries DipPFS ACSI

Cheltenham

074********

adpoe9@r.postjobfree.com

Professional Profile

I am a detail-focused professional, who has long harboured ambitions for a challenging role in financial services.

Having completed my CII Level 4 diploma in Regulated Financial Planning, I am looking for a role in which to use and build on my knowledge and expertise I have gained in this area.

Owing to my passion for investments, I have completed the CISI Investment Advice Diploma - Level 4 in order to further my development and knowledge.

For 11+ years, I have co-ran and managed the family business, being fully involved in all aspects of its operations. I have always been proactive in looking at ways to expand the business, improve the service and increase profits. I feel that I have been able to achieve this. .

My qualifications have been undertaken throughout the COVID period, I’ve independently worked through the materials in order to pass the exams. I was determined to get these qualification in order to work in the financial sector. I am very passionate about the work and feel that I have a great deal to offer to a team/clients.

To further my expertise, I am currently studying towards CISI Level 7 Chartered Wealth Management.

Core Skills

• Client relationships

• Sales

• Communications

• Project Management

• Administration

• Book-Keeping

• Diary management

Qualifications & Professional Development

• CII Level 4 Diploma in Regulated Financial Planning

• CISI Level 4 Investment Advice Diploma

• Currently working towards CISI Level 7 Chartered Wealth Management

• Member of the CII

Career Summary

Jan 2003- Present

Manager of Gloucestershire Blinds

Overview

Over 11 years experience of co-directing and running an Interiors business from advertising, direct sales, through to execution of fitting the products and aftercare.

Im extremely proud and grateful for the knowledge and foundation working in a small business has given me.

Key responsibilities

• Client relationships – Forming client relationships and understanding the importance of customer satisfaction. The foundation of our business is referrals. Our Client relationships are key.

• Sales – Responsible for direct sales, Going to sales appointments, speaking with potential customers and working with their needs and putting the customers objectives first.

• Product Knowledge – Having an expansive knowledge of the products that are used in the business and being able to communicate this knowledge to clients.

• Continual development of products – Going on workshops and training surrounding new and upcoming products to have a fuller understanding of what is being sold so I can further my expertise.

• Working with a diverse range of commercial businesses on a larger scale and project managing the sales based on a clients needs and objectives through to fitting the products and aftercare.

• Finances– Working with payments and creating Quotes/sales proposals to potential clients.

• Advertising – Creating advertising materials including leaflet distribution, print adverts and online social media platforms such as Facebook and Instagram.

• Administration – Booking and organising my own working diary. Being flexible with clients, changing appointments and organisation of workers in the business.

• Working in a small team and being able to delegate the sales appointments and fittings.

Key Achievements

• Recently worked with a large commercial business/Local government agencies.

• Increased profit/Sales leads through introduction of Social media account.

Earlier Career:

• Held a position in retail during college, working on stock control and managing supply and orders, which was alongside going to college.

IT/Technical Skills

• Comptia A+ (June 2018)

• Microsoft Office

• Microsoft Outlook (diary management)

• Experienced in running a business social media account and writing professional emails

Reference available on request

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