Financial Planner

C.V of Colum Carroll

Personal Details

Date of Birth: 26/07/1997

Mobile: +353*********

Email: **************@*****.***

Address: White Hill,

O’Brien’s Bridge,

Co. Limerick, Ireland.

Professional Summary A highly moƟvated and results-driven financial planner. Seeking to leverage experƟse in financial planning, investment analysis, and porƞolio management to contribute to the success of a dynamic, evolving financial planning firm.

EducaƟon 2002-2010 Primary School: Castleconnel N.S, Castleconnel, Co. Limerick.

2010-2016 Secondary School: Castletroy College, Newtown, Castletroy, Co. Limerick.

2016-2021 Third Level: University of Limerick

Studying: Financial MathemaƟcs

QualificaƟons

QFA – Qualified Financial Advisor

SIA – Specialist Investment Advisor

Undergoing CFP (CerƟfied Financial Planner) modules

B.Sc. in Financial MathemaƟcs

Leaving CerƟficate – 455 points

Skills & QualiƟes

Excellent communicaƟon and interpersonal skills

Strong analyƟcal and problem-solving skills driving impacƞul client outcomes

Ability to manage mulƟple client porƞolios simultaneously

Deep understanding of local and internaƟonal financial markets

ExcepƟonal teamwork skills that contribute to a harmonious and producƟve team environment

A strong sense of iniƟaƟve, consistently idenƟfying leads and opportuniƟes and proposing innovaƟve soluƟons with a proacƟve approach

Reliable and diligent work ethic, with a passionate commitment to excellence in achieving client saƟsfacƟon

An ambiƟous and determined professional who consistently strives for excellence

Proficient in Voyant cashflow modelling, MicrosoŌ excel and word Experience Associate Financial Planner, Castle Capital Financial Planning, Jun 2022 - Present

Conducted comprehensive financial planning reports for high net worth individuals and families

Analysed investment opportuniƟes and recommended suitable investment strategies

Developed and managed investment porƞolios tailored to clients' specific financial goals

Facilitated regular client meeƟngs to review performance and adjust financial plans as needed, ensuring alignment with changing financial circumstances and goals

Provided ongoing financial advice and guidance to clients, addressing inquiries, providing clarificaƟon on financial maƩers, and offering recommendaƟons for opƟmizing financial health

Collaborated with team members to improve service offerings and increase client saƟsfacƟon

Contributed to the growth of the firm by sourcing new clients and developing new business opportuniƟes

Assisted company directors directly in financial planning reporƟng and company finance management

Gained experƟse in reƟrement planning, estate/inheritance planning, protecƟon planning, and investment/savings planning.

Financial Planning Administrator, Clearview Investments & Pensions, May 2021 – May 2022

Conducted financial analysis for clients and provided investment and reƟrement planning recommendaƟons

Assisted in the development of financial plans for individual and corporate clients

Coordinated with team members to manage client accounts and ensure Ɵmely execuƟon of transacƟons

Prepared and maintained client files, updated financial plans, generated reports, and ensured proper documentaƟon for compliance purposes

Performed financial analysis on client informaƟon to idenƟfy areas for improvement, evaluated investment opportuniƟes, and recommended appropriate financial strategies

Offered client support by responding to inquiries, assisƟng with account-related maƩers, and ensuring a posiƟve client experience

Assisted with compliance-related tasks, ensuring adherence to industry regulaƟons and internal policies

Conducted research on financial products, market trends, and industry developments to stay informed and provide valuable insights to the team Other Experience

StaƟsƟcal Analyst, The Central Bank of Ireland, Jan 2020 – Aug 2020 Office Administrator, Clearview Investments & Pensions, Dec 2019 – Jan 2020 Sales Assistant, Dunnes Stores, Childers Road, Limerick, 2017 – 2019 Achievements, Interests & Hobbies

I received a bursary award from the Munster GAA Council for my studies in UL

An acƟve player and commiƩed captain of Ahane GAA Club Senior hurlers, culƟvaƟng valuable teamwork skills while honing leadership abiliƟes within a highly compeƟƟve sporƟng environment

Proudly represented my home county in underage hurling

Accomplished athlete with a record of medals and achievements across a diverse range of sports, fostering a resilient and compeƟƟve mindset essenƟal for sustained success

Bookworm and avid consumer of podcasts, driven by a strong desire to conƟnuously expand knowledge and deepen understanding of life and the intricacies of financial planning

Passionate sports enthusiast

References: Available upon request.

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