Matt Sefton

Experience

• 

  Independant Volunteer Role (Fidelity FundsNetwork)

  May 2009 - Dec 2009

  Administrative Trainee

  • Independent unpaid work as an understudy to gain experience in financial services.• Road show assistance, meeting clients • Company to company presentation assistance• Non confidential data administration.

• 

  The Co-operative Bank plc

  Dec 2009 - May 2014

  Client Service Adviser

  • Face to face customer service adviser• Delivering KPI’s and target management• Compliance & Audit standard maintenance (AML – Data Protection)• Branch liaison for Financial Adviser• Product suitability • Account opening, administration, cheque processing • Cash management -deputy head cashier• Regional support for all branches

• 

  WEALTH at work

  May 2014 - Sept 2016

  Adviser support

  • Direct client point of contact• Assistant for National Investment Planning Manager (most senior financial adviser), 2x regional managers & 1x field based financial adviser• Pension / AVC guidance• Report writing• Project management

• 

  Davy

  Sept 2016 - now

  Financial Adviser within Davy’s Financial Advisory Service (FAS). I specialize in holistic financial planning.

  • Wealth Manager

    Dec 2019 - now

  • Financial Adviser

    Sept 2016 - Dec 2019