Michael Kearns DipPFS

Experience

• 

  Hampshire County Council

  Nov 2015 - May 2016

  Senior Administrative Assistant

  Working in the communications team within the highways operation centre. Received and processed all communications from the public ensuring all details were logged accurately onto the system, the information was passed onto the right team and a response was issued to the customer. In charge of the highways twitter profile, giving followers up to date information and replying to tweets received. After 6 months’ twitter following increased from 580 to over 1000. Also assisted the main HOC team with legal claims, letters and telephone calls demonstrating adaptability and interactive skills in an environment where customer interaction is paramount. N.B. Asked to return to work during university holidays to continue aiding the department. Show less

• 

  Fast Track

  May 2016 - Jun 2016

  Work Experience

  Work experience within a global organisation with extremely high profile clients. Gained valuable insight into the corporate sponsorship behind some of the world’s most successful international events.

• 

  Hartnell Taylor Cook LLP

  Jul 2018 - Jul 2019

  Accounts admin

  A year's industrial placement in the middle of completing my degree course. I gained key skills in purchase ledger, accounting systems such as Resource and Sage 200, financial reporting and time management. As part of my role I was in charge of compiling month end accounts and formatting them into reports which were sent directly to the partners and directors of the company.

• 

  DeVere Italia

  Sept 2020 - Jun 2024

  The world’s largest independent financial advisory firm.- Handled client’s portfolio’s, from GIA & personal savings accounts to specific pensions and retirement provisions. Showcasing the growth, reframing objectives and delivering results which led to repeat business and greater confidence in the brand of the company.- First port of call for all client needs and services. Building authentic and genuine relationships with clients objectives always being at the forefront. - Ensuring proactive financial advise is given and always reassessing objectives to ensure investment strategy keeps up to date with goals as they change over time. Show less - Built clear and concise communication skills when presenting to clients, prospects, admin staff and third-party life companies.- Structured mine, and my teams, dairy which ensured that time keeping, and prioritisation of tasks were of high importance.- Brought prospective clients to the business through disciplined outreach (calling, emailing and social media), social media marketing to generate inbound leads, referrals, and networking. Ensuring that standards remained high throughout the team and clear expectations had been met each day and the client and deVere succeeded mutually.- Trained all new BDA’s to a high standard which then saw them grow in confidence and achieve their own success, which in turn resulted in more clients and revenue brought on for the company. Show less

  • Level 4 Qualified Financial Advisor

    Jan 2022 - Jun 2024

  • Business Development Manager

    Sept 2020 - Jan 2022
• 

  Toshiba Tec UK

  Jun 2024 - now

  Business Development Manager