Advice on full product range.
• Responsibilities: To build business from scratch, providing financial planning or product sale, depending on client needs. Mixture of fee and commission-based, with a view to become purely fee-based.
• Skills needed: Interpersonal skills, ability to quickly build rapport with people I have never spoken to before, time-management skills
Achievements/Improvements made: From zero client base, I have established a fee income of £8000 per annum from one corporate client, which will increase over time, have one reliable introducer, and have made further connections which will be built upon over the coming months.

Advice on full product range.
• Responsibilities: To obtain internet-generated leads, then contact them in order to provide advice, leading to mortgage and life assurance research and, ultimately to sale of these products. To report to management on the levels of new business. To do most of my own administration.
• Skills needed: Interpersonal skills, ability to quickly build rapport with people I have never spoken to before, time-management skills
• Achievements/Improvements made: Developed an effective commission-generating business from a standing start and with very little support. I have averaged c.£6000 gross commission written per month whilst doing my own administration, and dealing with mainly lukewarm leads.

Mortgage advising, with ancillary products
• Responsibilities: To obtain internet-generated leads, then contact them in order to provide advice, leading to mortgage and life assurance research and, ultimately to sale of these products. To report to management on the levels of new business. To do most of my own administration.
• Skills needed: Interpersonal skills, ability to quickly build rapport with people I have never spoken to before, time-management skills
• Achievements/Improvements made: Developed an effective commission-generating business from a standing start and with very little support. I had averaged £8500 gross commission written per month whilst doing my own administration, and dealing with mainly lukewarm leads. Passed G10 exam.

Self employed financial adviser dealing with a few existing clients and mainly generating new business from a standing start.
• Responsibilities: Full advice process in a regulated role. Admin dealt with by the main office
• Skills needed: Interpersonal skills, time management skills.
• Achievements/Improvements made: I started to make the company name recognised in my local area. Passed K10, SV1 and MAQ exams.

To liaise via telephone with small to medium sized IFA practices across the UK.
• Responsibilities: Maintaining a presence with my IFAs in order to keep the company and their products in the IFAs' minds. To keep abreast of all product changes and details, in order to relay these and look for sales angles to better promote the products to my IFAs.
• Skills needed: Rapport-building ability necessary, as well as computer skills
• Achievements/Improvements made: I achieved the top position in my team for a few months in my short time before being made redundant when AMP NPI closed its sales force. Passed G60 AFPC exam. Personal income from position: £18000 pa.

To sell mortgages and ancillary products to estate agency clients
• Responsibilities: Calling all estate agency client leads and giving advice to those coming into the estate agency branch. To keep abreast of happenings in the mortgage industry and financial services as a whole.
• Skills needed: Sales skills, persistence
• Achievements/Improvements made: Becoming an integral part of the estate agency branch, with good rapport with the staff. Setting up incentives for lead production, leading to improved sales. Personal income from position is unknown as final figures were not provided to me on request.

To provide full range of paraplanner/administrator functions
• Responsibilities: Production of illustrations, reports. Client interaction. Provided assistance in pension review.
• Skills needed: Client management and contact skills, computer based research knowledge and software knowledge.
• Achievements/Improvements made: Helped greatly in the pension review. Updated many computer systems. Passed FPC 2 and 3 to get full FPC. Personal income from position: £17500 pa.