Cillian Thompson
Dunboyne, Co. Meath
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
4
4
years of professional experience
Work History
Wealth Advisor
Employee Financial Wellness
Dublin
01.2022 - Current
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Analyzed wills, insurance policies, and corporate contracts for potential financial risks and opportunities for improvement.
- Generated new business leads by attending networking events or seminars within the industry.
- Presented complex financial concepts in an easy-to-understand manner tailored to individual client needs.
- Facilitated meetings between clients and other professionals such as attorneys or accountants when necessary.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Assisted clients in understanding various types of investments including stocks, bonds, mutual funds, ETFs and other securities.
- Source, schedule and conduct 1:1 financial planning consultations and maintain agreed sales targets, conversion rates, and existing client service levels.
- Generate private client and employer leads for both regulated financial planning and the Employee Financial Wellness Programme.
- Maintain professional and engaging experience for attendees while giving regular presentations on all aspects of financial planning & employee benefit schemes.
- Develop and maintain strong business relationships with internal stakeholders and ensure the constant coordination between advice and support teams as well as directors and broker consultants.
- To continue to develop experience and knowledge of the products and services available through our multi agency capacity and ensure that the company house view and fund matrix directly relates to the most suitable and competitive products available.
- Be a strong advocate in creating a professional environment which features role model behaviours, strong team communication; focus on customer relationships, high productivity and appropriate pro-activity that add value.
- Manage and monitor workflows and output levels and ensure efficiency and optimisation of the advice teams time.
Paraplanner/Client Services Manager
Employee Financial Wellness
Dublin
08.2019 - 12.2021
- Evaluated existing policies annually and provided advice on potential revisions or replacements.
- Communicated effectively with both internal staff members as well as external contacts such as brokers or vendors.
- Maintained customer financial information and files.
- Onboarding client files, liaising with clients & drafting statements of suitability.
- Managing personal and team pipelines to ensure SLA’s are continuously met and maintained to meet client expectations
- Reviewing and issuing policy documents and related documents to clients.
- Maintaining accurate record keeping internally / updating personal and financial details as appropriate.
- Maintain strong relationships with all clients, life company providers and advisors.
- Conduct medical underwriting questionnaires with clients over the phone / Zoom.
- To develop and introduce process improvements and constantly look to add efficiencies to the client services team.
- Received and submitted payments, updated account information and provided receipts.
- Generated various financial reports for supervisors and managers for review and forecasting.
- Assisted with meetings by gathering materials, reports and presentations.
- Met with clients to discuss their financial objectives and develop appropriate action plans.
Education
Retirement Planning Advisor (RPA) -
LIA
Dublin 04-2022
Qualified Financial Advisor (QFA) -
LIA
Dublin04-2021
MBA - Business Administration, Concentration in Finance
Belhaven University
Jackson, Mississippi05-2018
Bachelor of Science - Business Administration
Belhaven University
Jackson, Mississippi05-2016
Skills
Organizational / Problem Solving skills:
I have the ability to work under pressure in a fast-paced, dynamic environment I also have experience prioritizing workloads, adhering to strict deadline conditions and targets, while ensuring to sustain a continuous high attention to detail Whilst I am focused on personal progression and upskilling, I am equally capable of liaising with specialized teams to ensure customer centricity is central focus throughout
Motivational skills:
I believe myself to be a very driven person and am willing to take control of a situation if deemed necessary, and delegate where appropriate I have experience with problem-solving as I have worked in dynamic industries and have also developed strong analytical skills I have also had exposure to team leader experience, capacity planning and workload forecasting and actively strived to ensure that set team productivity levels and work volumes were met
Interpersonal skills:
I believe one of my best attributes is to develop and maintain strong relationships with both clients and peers within the teams I have worked with I relate well to customers and colleagues alike and have pleasant manner while communicating with people I believe I am self-confident, can accept responsibility when required and work very well as part of a team I have the ability to communicate clearly and concisely, express ideas openly and effectively and actively engage in discussions if required
Other Skills Related to the Role:
- Developing Financial Plans
- Wealth Management
- Reporting
- Financial Forecasting
- Investment Advice
- Relationship Building and Management
- Financial Advising
Accomplishments
- Work - 2023 - Salesperson of the Year.
Languages
English
First Language
Personal Hobbies and General Interests
Academic Interests:
My current career aspirations primarily lie within the financial services industry as this is an area I have great interest in and would hope to continue to build my career. I hope to complete my CFP qualification in short term and I would then hope to continue to gain further education in financial services in as much areas as possible.
Sporting Interest:
I have a genuine interest in all sport but main passions are football and golf. I studied in the US on a soccer scholarship and have played briefly in the League of Ireland. I was selected as a member of the All American Team while playing in the US.
Other Interests.
I have also recently developed a great interest in fitness, wellbeing and personal development in the last number of years.
Charitable Work
My family and I have a huge interest in charitable work and volunteering. We have organized a charity run annually, that is typically in aid of Pieta House. This year was our 9th year of the run, in aid of the Joshua Community. This year alone we raised over 17,000.
References
References available upon request.
Timeline
Wealth Advisor
Employee Financial Wellness
01.2022 - Current
Paraplanner/Client Services Manager
Employee Financial Wellness
08.2019 - 12.2021
Retirement Planning Advisor (RPA) -
LIA
Qualified Financial Advisor (QFA) -
LIA
MBA - Business Administration, Concentration in Finance
Belhaven University
Bachelor of Science - Business Administration
Belhaven University
Similar Profiles
Rocio AcostaRocio Acosta
Licensed Practical Nurse at Onsite Employee Health and WellnessLicensed Practical Nurse at Onsite Employee Health and Wellness
Elizabeth Chavez BonillaElizabeth Chavez Bonilla
Certified Medical Assistant at Employee Health and Wellness CenterCertified Medical Assistant at Employee Health and Wellness Center
Keona StephensKeona Stephens
Nurse Practitioner at Marathon Health (Children’s Mercy Employee Wellness Center)Nurse Practitioner at Marathon Health (Children’s Mercy Employee Wellness Center)