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Summary

  • Diploma qualified Financial Advisor with 5 years experience with prior background in PR, Marketing and Business Strategy
  • Strong relationship management and communication skills
  • Experienced in dealing with high net worth individuals and technical cases

Work experience

Sep 2010Present

Senior Financial Planning Manager

HSBC Bank PLC

  • Responsible for financial planning in central London branches
  • Developed team of introducers to identify and provide quality financial planning leads
  • Took responsibility for technical education and 3x weekly skills training of introducer team
  • Developed close and effective relationships with premier managers, business team,  branch manager and counselling team
  • Relationship building with selected clients: meeting in social settings, offering guidance  outside of work hours on work benefits etc.
Apr 2007Sep 2010

Associate Partner

St. James's Place Wealth Management
  • Graduated from first St. James’s Place Academy to successfully establish my own business within SJP
  • Year on year growth despite standing start in financial crisis and worst recession in modern history
  • Worked with high net-worth individuals and small businesses to provide solutions to their planning requirements
  • Developed network of independent introducers and worked on independent intermediary projects
  • Project with ORCA Capital introducing and managing 2 multi-million pound mezzanine finance deals
May 2005Aug 2005

PR & Marketing Consultant

DIY Travel Ltd
  • Launch project, I conceived and carried out PR launch, designed and put in place ongoing PR plan
  • Role involved advising on company's strategic direction, copywriting, media relations & merchandising
Jan 2004Dec 2004

PR & Marketing Manager

First Public Relations Ltd

  • Managed client teams, securing on their behalf and supervising programmes of print and broadcast interviews in order to gain exposure in UK media
  • Redesigned First PR website, writing all copy, sourcing images, conceptualising and creating media & marketing montages and directing web agency
  • Conceptualised, developed and project managed media trips:created and pitched story concepts, secured journalists, negotiated with tourist boards, tour operators and airlines to secure funding, coordinated itinerary with tourist board ground handlers
  • Worked on new business projects pitching to Tourist Boards
Feb 2003Nov 2003

Co-Founder & Media Consultant

Sonus Public Relations
  • Responsible for all media relations across all clients
  • Co-developed website and other corporate literature, responsible for all copywriting
  • Researched and identified emergent trends, successfully exploiting them to create pro-active media campaigns which placed clients at their centre.
  • Identified target client base, pitched for and won new business: included cold calling, developing pitches, creating and delivering power point presentations
  • Ghost wrote director level opinion pieces in business publications for clients on then key issues such as spam and Wi-Fi
Sep 2001Oct 2002

PR Account Executive

HDM Communications
  • Ran Destination Quebec account for 3 months to the satisfaction of the client after resignation of my director and resolved a problematic client relationship.Included media relations, tour operator liaison, tourist board liaison, client handling, and copywriting
  • Launched new cinema with premiere of 'Birthday Girl' implementing print and broadcast media campaign for Warner Village Cinemas
  • Re-launched Cinemaniacs, the kids club from Warner Village Cinemas, with print PR campaign and children’s event securing national, regional and tween coverage: involved media relations and ghost writing for teen publications
  • Secured extensive press coverage for ‘Whose London?’ an LWT CSR initiative and 3-part TV series, implementing print and radio PR campaign,
Mar 2001Jul 2001

Account Executive

Harvard Centro Public Relations
  • Launched the world's first mobile phone operated ATM for NCR, establishing 2 days of media interviews resulting in blanket national, broadcast and trade coverage
Aug 2000Jan 2001

Account Executive

Accountability PR
  • Secured radio and print interviews for Geoffrey Howe and Malcolm Rifkind about the Euro to successfully promote the English Speaking Union

References

Lior Eisenberg

“I have known Paul for 7 years. I studied for an MBA alongside him, have worked professionally on corporate finance projects with him and have sought his advice as a Financial Advisor. I do not hesitate to recommend Paul to anyone seeking financial advice, he is knowledgable, thoughtful and most importantly to me he puts his clients first and is always willing to go that extra mile.”

Tarik Djeddour

“I had the pleasure of getting to know Paul during our MBA at Imperial College Business School in 2005/06. Paul and I became good friends whilst completing a consultancy project together, and have remained close to this day. In his professional life Paul continues to inspire me in many ways; firstly by always being prepared to challenge the received way of doing things and wanting to find a faster and more effective route to the answer without prompting. Secondly, Paul isn’t shy about taking on a challenge; it’s this entrepreneurial nature that saw him change career and turn himself into a trusted financial advisor with band-name institutions in short order after completing the MBA. Lastly, Paul always puts the client first, going the extra mile to provide a personal touch and tailored approach into his work. Paul is one of the most values-driven and conscientious people I know and this has earned him many friends and clients alike. He was great to work with and to have a beer with and I would not hesitate a second to recommend him highly to prospective clients or employers.”

David McMorrow

"As Head of Academy at St. James’s Place Wealth Management I was responsible for recruiting Paul into the Financial Services Industry. Paul is a thoughtful, intelligent and conscientious advisor whose prior background in public relations makes him a natural communicator. He is a fast learner who adapted to the industry quickly and is dedicated and enthusiastic in his approach. He built up strong relationships with clients and colleagues and we were sorry to lose him."

Ladipo Oye-sumfun

“Dedicated, trustworthy and reliable."

James Weatherill

“Paul was my financial adviser for several years, and always went above and beyond his professional duties in his attitude to client service and advice. I am sorry not to remain a client!”

Steve Hartridge

“Paul helped me understand and propose some business related insurance policies. Appreciated the thorough discussion of needs and his recommendations. I would work with Paul again and recommend him to colleagues”

Adrian Marrocco

“I've known Paul since we did our MBAs together at Imperial College, London in 2005 and as well as working with him during the MBA have seen first hand his approach to dealing with clients. Paul is very professional in his approach to work and always strives to get the best solution he can, frequently going the extra mile and researching the best result for a complex situation when other people would have given up. I have no hesitation in recommending Paul to friends and colleagues to provide excellent personal financial advice.”

Julian Armstrong-Smith

“Paul was part of my team for a year (2011/12). During this time he displayed great commitment to his customers, showing flexibility, enthusiasm and flair in his dealings with his clients - this resulted in excellent feedback on a regular basis. Paul is a dedicated, highly intelligent individual, who puts forward ideas in a constructive and well thought through manner. He is a strong team player who needs little direction - a real pleasure to work with and someone who adds real value to a business.” 

Education

20112012

Dip CII

Chartered Institute of Insurance

RO1, RO2, RO4, RO6 all passed first time

20072007

Cert CII

Chartered Institute of Insurance

CF1, CF2, CF3, CF4, CF5, CF6 all passed first time

Oct 2005Sep 2006

MBA

Imperial College London
Oct 1995Jun 1998

BA (Hons) 2:1

University of Leeds
Sep 1990Jul 1995

Tonbridge School

A levels:  A - English, A - Economic & Political Studies & C - History