CURRICULUM VITAE: Paul Craggs
Address: 26 Regina Drive Nationality: British
Date of Birth: 08/12/1965
Daytime Tel. No.: 01922 428799
Mobile Tel. No.: 07971002898
Email Address: email@example.com
I would have to give 1 months notice to my current employer.
Specialise in commercial mortgage advice, asset finance and commercial
Skills and Abilities
Commercial Finance, Asset Finance, Bridging, Investments, HNW, IHT planning,
protection products and pensions.
Skilled in computer use, construction, repair, web site design, office network set
up and generally anything to do with computers.
16/10/2001 – present (Assured independent advisors and ABC Finance are sister
Commercial mortgage Advisor – ABC Finance Ltd. Walsall
Responsibilities: Commercial finance advice
Skills needed: Knowledge of commercial finance procedures
Achievements/Improvements made: Negotiating with firms of
accountants, estate agents and other brokers to increase business.
Business Development Manager – Assured Independent Advisors, Walsall
Paraplanner, IT specialist, Secured Loan sales
Responsibilities: IT specialist, maintaining network, software training and
trouble shooting. Also Paraplanner, research and report writing using
Synaptics. Secured Loan sales.
Skills needed: Financial planning knowledge, computer skills
Achievements/Improvements made: Set up computer network, updated
computer systems, set up company database, built website.
17-10-98 – 19-4-01
Senior Independent Financial Adviser – Alliance & Leicester, Leicester
Responsible for advice on investments, inheritance tax planning, pensions and
protection products at 10 Alliance & Leicester branches.
My area covered from Crewe to Rugby. Home visits and branch based
Responsibilities: Independent Financial Advice, Branch relations, Staff
Skills needed: Financial Knowledge, communication skills
Achievements/Improvements made: Promoted to Senior IFA with one
year. Exceeded target every year. Second in the country with Â£127000
commission business 2000/2001
14-8-95 – 17-10-98
Financial adviser – Prudential, Tipton
Looked after a portfolio of 250 Prudential clients. Gave advise on investments,
pensions, protection and general insurance. Home visits.
Responsibilities: Financial advice, mortgage advice
Skills needed: Financial Knowledge
Achievements/Improvements made: Eighth in the region 1997/1998.
Achieved a pass in the financial planning certificate.
1977 – 1982
Joseph Leckie Comp, Walsall
1982 – 1984
Walsall Tech College, Walsall
Professional Qualifications and Training
29/09/1997 – CII
Full FPC – Financial Planning Certificate – pass
05/05/2005 – IFS
Cmap Bridge – Cmap Bridge – pass
Computers, Cinema and watching football