Paul Downes

Paul Downes

Financial Advisor - QFA.

  • Munich, Germany

Located in the south of Germany and I'm wishing to gain employment in a successful, ambitous and dynamic organization. Ideally the position should be sales and advisory orientated and for the right position I'm gladly willing to relocate!

Work History
Work History
Jun 2011 - Present
Senior Financial Advisor
CR & Cie. Schäftlarn, Germany
  • Offering spcialized and independent financial advice to international professional clients located in Germany
  • Specializing on a wide variety of financial services such as mortgages and finance deals, retirement plans, investment and savings plans, life & serious illness assurance, income protection, health insurance and debt advice.
  • I was responsible for devising and implementing long and short term sales strategies while meeting and dealing with clients on a daily basis
  • I regularly liaise with product providers to maintain strong relations and seek financial and marketing support which was used internally towards achieving our company targets.
  • Forever actively building client relationships and organizing the sales process from the outset to completion in a timely and efficient manner.
Feb 2002 - Mar 2010
Sales and Marketing Manager And Financial Advisor
FM Downes & Co. Brokers
  • I attended weekly meetings with management to review company targets, discuss company strategically progress and review and analyze the company’s current financial position and projected targets.
  • I held weekly meetings with all members of the sales team individually to discuss progress and obtain feedback while also discussing any other issues they may have while also communicating any compliance or issues of an industrial nature.
  • I sat as a committee member with “PIBA”, our professional association, to communicate and receive valuable advice and updates on the financial services industry and obtain progress reports for our industry from our regulator and at government level.
  • I was responsible for organizing regular financial workshops to present our companies services to existing and prospective clients in locations such as tradeshow’s or on site at clients’ offices.
  • On a daily basis I would meet with clients to discuss their financial needs and goals. I would then implement a structured financial plan and offer regular reviews as per the strategy chosen.
Jan 1995 - Jan 2002
Various Employments
  • Throughout and after my education I was actively gaining employment, always in a sales and client / customer relationship role.
Education
Education
Jan 2011 - Jan 2013
§34f GewO. - Financial & Investment Dealing License for Germany
German Chamber of Commerce (Region Stuttgart
  • Obtaining the required qualification to offer advice on a wide range of

Investment Products and Services in Germany

2002 - 2005
Professional Diploma in Financial Advice
Life Assurance Association of Ireland
  • The QFA designation is the recognised benchmark for financial advisers in Ireland. As a QFA I was one of a community of 15,000 financial advisers. The QFA is recognised by employers and the public as a distinctive mark of quality for those providing financial advice.
Jan 2004
ECDL
Private Studies, Ireland
  • I hold the ECDL (European Computer Driving License) qualification therefore I am proficient in MS Office along with other software and web based programs
Jan 1998
Leaving Certificate of Ireland
Institue of Education of Ireland
  • I completed my leaving certificate in the Institute of Education, Leeson St. Dublin 2. My results are as follows
  • Honors Subjects - English (B), Geography (C), History (B), Business Studies (C), French (C) Pass Subjects – Mathemathicss (D), Irish (C),
Technical Qualities
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  • Excellent communication, interpersonal and listening skills
  • The capability to explain complex information simply and clearly
  • The ability to network and establish relationships with clients
  • Research and analytical skills
  • Negotiation and influencing skills as well as determination and tenacity
  • The ability to work within a team or as an individual
  • Time management skills
  • Customer service skills
  • Self-motivation and organisation
  • A good level of numeracy and IT skills
  • A target-driven mindset
  • A flexible approach to work
  • Decision-making skills
  • Discretion and an understanding of the need for client confidentiality
  • An ethical and professional approach to work

Interests

  • I enjoy music & guitar, sports & walking, reading, cinema, exploring cities, smelly cheese & good wine and most of all, family time!

Other Useful Info.

  • I speak native English and proficient German
  • I hold a full EU driving license
  • References available on request