Mark Phelan
Coogee
Summary
Well Qualified, holding a BA and QFA qualifications, I have over 5 years gained expertise working in the financial services sector establishing many broker/client relationships as well as meeting various annual targets required for the growth of each company. I am a strong team player as evidenced in my career to date and from my years playing sports at a high standard. My professional background has also contributed to my high work ethic and competitive mindset that I bring to every challenge I take on.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Member Care Manager
Freedom Property Investors
09.2024 - Current
- Responded to client inquiries regarding contract management, settlement, and construction phases, providing clear and detailed explanations.
- Guided clients through the entire settlement process, from exchange of contracts to final settlement, ensuring all deadlines and requirements were met.
- Liaised effectively with vendors, agents, solicitors, financial planners, brokers, buyers, and internal teams to manage contract, settlement, and construction progress.
- Provided educational resources and interpreted complex contract terms for clients and external stakeholders in off-the-plan property transactions.
- Assisted team members with up-to-date market insights to enhance service delivery and meet client expectations.
- Ensured client investments aligned with their financial goals, offering advice and support to maximize return on investment and overall satisfaction.
Investment Strategist
Liviti Property
06.2023 - Current
- Analyzing Clients Financial Capacity to ensure they can meet afford the financial burden of purchasing an investment product.
- • Carrying out financial modelling analysis to predict the performance of an investment .
- Assessing clients cash flow statements to formulate the after tax return on investments.
- Meeting clients regularly to discuss their current portfolios and strategize methods of diversifying to maximise returns.
Pension Analyst
Independent Trustee Company Ltd.
09.2020 - 03.2023
- Implemented investment strategies for clients' pension funds, diversifying portfolios across multiple investment options to optimize returns.
- Conducted regular client meetings to analyze pension performance and devised strategies for performance enhancement, resulting in measurable improvements.
- Conducted team meetings and delivered training sessions to ensure the achievement of
team targets - Supported the Compliance team through the meticulous reconciliation of outstanding
funds owed to the company. - Ensured timely payment of clients' annual drawdown of funds.
- Assisted the Risk team in safeguarding clients' investments by verifying and maintaining comprehensive insurance coverage.
Graduate Management Trainee
Enterprise Rent a car
12.2019 - 09.2020
- Implemented sales strategies and promoted package offerings to drive branch revenue
growth. - Provided exceptional customer service while consistently surpassing monthly sales targets.
- Attained the highest sales record within the company on two notable occasions.
- Assumed the responsibility of establishing performance benchmarks for the team, ensuring the delivery of exemplary service to our valued customers.
Education
Professional qualification in Qualified financial Advice ( LIA - investments
LIA
01.2022
Bachelor of Science - Economics Politics and Law
Dublin City University
05.2019
Skills
- Management
- Excellent Communication
- Analytical Thinker
- Time Management Skills
- Independent thinking
- Leadership
Achievements
I obtained a sporting scholarship in 2018 for excelling in sports in Dublin. I am very proud of this achievement which has certainly helped in my career development in recent years
Certification
- Drivers License
Timeline
Member Care Manager
Freedom Property Investors
09.2024 - Current
Investment Strategist
Liviti Property
06.2023 - Current
Pension Analyst
Independent Trustee Company Ltd.
09.2020 - 03.2023
Graduate Management Trainee
Enterprise Rent a car
12.2019 - 09.2020
Bachelor of Science - Economics Politics and Law
Dublin City University
Professional qualification in Qualified financial Advice ( LIA - investments
LIA
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