Elaine Leavey
Newcastle,Co. Dublin
Summary
Accomplished and ambitious with a solid history of achievement in the Financial Services industry. Motivated with strong organisational and prioritisation skills. Areas of expert include financial planning, excellent interpersonal and communication skills, the ability to achieve excellent results while maintaining high standards of professionalism.
Overview
32
32
years of professional experience
Work History
Paraplanner and head of Pre-sales
Clear Financial
09.2023 - Current
Senior Sales Support Executive
Clear Financial
07.2000 - 07.2023
Complaints adjudicator and handler
Permanent TSB
01.2019 - 04.2019
Financial Consultant
SYS Wealth and Financial Management
08.2017 - Current
Dog Groomer (owner)
Elaine’s Dog Grooming and Boarding
07.2017 - Current
Qualified Financial Adviser
New Ireland Assurance
02.1993 - 07.2017
Education
Diploma - Psychology and Sociology
National University of Ireland Maynooth
09.2015
Certificate - Psychology
National University of Ireland Maynooth
11.2005
Mortgage Diploma -
Life Insurance Association
11.2004
FLIA -
Life Insurance Association
11.2004
Pensions Diploma -
Life Insurance Association
11.2003
QFA -
Life Insurance Association
11.2001
Skills
- Self-motivated
- Ability to manage a workload and prioritise
- Ability to build strong working relationships with clients
- Strong organisational skills
- Multi-tasking abilities
- Strong business acumen
- Excellent communication interpersonal skills
- Strong customer service skills
- Ability to work independently
- Ability to work as part of a team
References
Available on request.
Timeline
Paraplanner and head of Pre-sales
Clear Financial
09.2023 - Current
Complaints adjudicator and handler
Permanent TSB
01.2019 - 04.2019
Financial Consultant
SYS Wealth and Financial Management
08.2017 - Current
Dog Groomer (owner)
Elaine’s Dog Grooming and Boarding
07.2017 - Current
Senior Sales Support Executive
Clear Financial
07.2000 - 07.2023
Qualified Financial Adviser
New Ireland Assurance
02.1993 - 07.2017
Diploma - Psychology and Sociology
National University of Ireland Maynooth
Certificate - Psychology
National University of Ireland Maynooth
Mortgage Diploma -
Life Insurance Association
FLIA -
Life Insurance Association
Pensions Diploma -
Life Insurance Association
QFA -
Life Insurance Association