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CURRICULUM VITAE - Jason James Hurley – 11/02/1978
Address Ho Chi Minh, Vietnam
Date of Birth 11-02-78
Telephone 01683695405 E-mail - firstname.lastname@example.org
EDUCATION & QUALIFICATIONS
Fully FPC qualified - Financial Planning Certificates 1,2,3
Fully CEMAP qualified - Certificate of Mortgage Advice and Practice
Mathematics degree BSc Hons, University of Leeds - Sep 96 - June 99
My Mathematics degree consisted of numerous advanced mathematics topics, mainly supporting strategic decision-making, problem solving and using quantitative modelling techniques.
Sep 89 -June 96 The John Lyon Public School, Harrow on the Hill
- 3 A'Level passes
- Additional Mathematics - B
- 10 GCSE passes including 5 A Grades in Maths, Chemistry, Physics, French & German
Sep 82 - June 89 Radlett Preparatory School, Radlett
- Passed entrance examinations to - City of London School, Haberdashers Askes, St Albans Boys & John Lyon School
June 2008 - Current - Hurleys Financial Solutions – Hurleys Ltd
In 2008 I set up a limited company with my family. It offers financial advice in the UK.
I acted as both Financial Consultant and Business Analyst for this company. Hurleys Financial Solutions remains without complaint and a fully profitable company. Hurleys Financial Solutions is still now running in the UK and being fully managed by my family.
September 2007 - May 2008 Charles Cameron & Assoc –Independent Financial Adviser
As an Independent Financial Adviser I dealt with high net worth clients discussing with and
advising them on their mortgage, investment and protection needs whilst also identifying all other financial requirements.
I placed and saw the relevant finance through to completion and also referred the clients and
organised meetings for them within other suitable organisations including Coutts private bank.
May 2006 - August 2007 Countrywide Financial services - Mortgage Adviser
May 2005 - May 2006 Abbey - Senior Customer Resolutions manager
Using my analytical, investigative, problem solving and decision making skills along with knowledge of Abbey's business, my role is to review and assess Abbeys endowment complaints. Ensuring all compliance regulations are adhered to I determine the best course of action following investigation. By cultivating relationships with colleagues across the business I ensure a seamless service bringing each complaint to a resolution.
Oct 03 - 30 April 2005(redundant) Sunflower Personal Loans - Senior underwriter
As senior underwriter of the mortgage team I controlled and co-ordinated the entire mortgage process from initial enquiry to the advice, sale and completion of the mortgage.
A major role of my position was to analyse and constantly review lenders criteria along with the legal aspects surrounding mortgages to ensure all of our work remained compliant and within regulations set by the FSA.
Sep 02 - Sep 03 Travelled S.E. Asia and Australia
May 01 - September 02 Trainee Financial Consultant - Scottish Equitable
My position as Trainee Financial Consultant involved making presentations to teams of IFA's detailing the products, technological services and general excellence that Scottish Equitable had to offer the financial marketplace. It was also my responsibility to ensure that all current business was processed in a timely and efficient manner.
June 00 - May 01 Sales Associate - Charcol (Independent Mortgage & F.A)
My position as Sales Associate involved a wide range of tasks in the Operations department of a leading IFA firm in central London.
- Administration support to a team of Financial Consultants and Sales Manager
- Liasing with consultants, clients, solicitors, lenders, life companies and surveyors.
- Working as an integral member of a team, I communicated and collaborated with colleagues to achieve targets and objectives within limiting time scales
July 99 - June 00 Secured Loan Underwriter - Central Trust PLC
As a loan underwriter I specialised in risk assessment to secure client loans. Responsibilities included co-ordinating the loan process for the client, from the introduction to the delivery of the financial solution, covering risk analysis, managing customer relations and liasing with legal and financial bodies to acquire data for further assessment.
Summer 97 Data entry & Analysis - Prolog (British Airways complaints dept.)
During my summer placement I was responsible for cataloguing and retrieving complaint documents, data inputting and analysis along with dealing with general telephone enquiries.
In addition to the skills acquired in the degree, I am competent in using the following software packages: Microsoft Word, Excel, Microsoft Power Point, WordPerfect, Goldmine and am familiar with the World Wide Web. I have also been designing web pages for the past year on Dreamweaver MX package.
My employment experience has often placed me in situations where I have had to tactfully and effectively deal with a wide variety of clients, often under pressure and sometimes in difficult circumstances. I have the confidence to establish and maintain a good rapport with people and find it especially easy to put people at ease.
Through regular practice during my mathematics degree I developed analytical skills of a high speed and accuracy. I am a conscientious thinker with a second to none attention to detail.
The analytical nature of my roles have frequently incorporated the use of software based tools to call and interpret financial data that can offer clients the optimal set of services.
Time & Project Management
All of my roles have ensured I continually develop strong time and project management skills, in particular a disciplined approach to delivering analysis or change accurately and on time. I excel under pressure and within tight deadlines.
1 Obtained blue belt- red tag at Tae-Kwon Do (Korean Martial Art)
2 Member and frequent user of a fitness centre
3 Enjoy playing squash and golf whenever possible
Adam Broughton Andrew Tarry HR Dept.
Managing Director, Sunflower Operations Manager, Charcol Abbey,
17/21 Shenley Rd 10-12 Great Queen Street, Holborn Abbey House,
Borehamwood, WD6 1FB London, WC2B 5DD Milton Keynes