Catherine Wamambo
Bolton,UK
Summary
Qualified and driven financial services professional with experience in mortgage advising, financial protection, trust placement, and regulatory compliance. Holds a Certificate in Mortgage Advice and Practice (CeMAP) and a Master’s in International Business Law. Adept at client relationship management, risk assessment, anti-money laundering compliance, and estate planning. Proven success in placing high-value mortgage deals, guiding clients through complex financial decisions, and ensuring FCA-aligned operations
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Development Specialist
Connect Vehicle Exporter Limited
Remote
08.2024 - Current
- Identified business prospects through cold calling, networking, marketing and database leads.
- Leveraged market insights to develop flexible and adaptive business approaches, showcasing an understanding of varied requirements.
- Fostering customer loyalty and consistent investment by building positive and productive relationships.
- Managed client accounts ensuring excellent service delivery throughout the lifecycle of each project.
Financial Protection Advisor
Essential Insurance
07.2023 - 06.2024
- Delivered tailored financial advice to clients, assessing risks and recommending tailored protection policies.
- Placed policies into trusts to protect beneficiaries, ensuring tax-efficient estate planning.
- Ensured compliance with legal and regulatory requirements related to financial processes.
- Built long-term client relationships by providing personalised guidance.
First Charge Mortgage Advisor
Fluent Money
Horwich
08.2022 - 05.2023
- Company Overview: Horwich
- Closed over £4 million in mortgage deals within the first six months.
- Evaluated client creditworthiness and recommended optimal mortgage solutions, enhancing client loyalty and satisfaction.
- Conducted due diligence to mitigate financial crime risks and ensured regulatory disclosures were properly communicated to clients.
- Ensured compliance with Financial Conduct Authority (FCA) regulations, Mortgage Conduct of Business (MCOB) rules, and Anti-Money Laundering (AML) directives.
- Horwich
Logistics Operations
J Rosenthal and Sons
Little Hulton
08.2020 - 08.2022
- Company Overview: Little Hulton
- Conducted staff training sessions to onboard new employees.
- Worked closely with operations, logistics, supplies and transport teams to methodically manage dispatch processes.
- Implemented rigorous quality control measures to verify the accuracy of outgoing goods, minimising errors and ensuring customer satisfaction.
- Little Hulton
Administrative Assistant
Oakdale Private School
Harare
08.2018 - 09.2019
- Established relationships with headmasters of local ZIMSEC primary schools via meetings and presentations.
- Created a strategic roadmap for future recruitment, including recommendations for long-term growth.
- Coordinated with internal teams to align recruitment strategies with school goals and ensure cohesive execution.
- Conducted research, compiled and typed statistical reports, synthesized information and provided excellent communication to disseminate information throughout organization.
Education
Master of Laws - International Business Law
University of Salford
Salford01.2022
Postgraduate Certificate - Politics and International Relations
Lancaster University
Lancaster01.2020
Bachelor of Laws - Honours
Middlesex University
Mauritius01.2018
Skills
- Financial planning
- Sales cycle management
- Trust Administration
- Legal Compliance & Regulatory Oversight
- Customer relationship management
- CRM and Ticketing Software expertise
Certification
- Certificate in Mortgage Advice and Practice (CeMap), London Institute of Banking and Finance, 2022
- Anti Money Laundering (AML) Level 3, Training Express
References
References available upon request.
Timeline
Business Development Specialist
Connect Vehicle Exporter Limited
08.2024 - Current
Financial Protection Advisor
Essential Insurance
07.2023 - 06.2024
First Charge Mortgage Advisor
Fluent Money
08.2022 - 05.2023
Logistics Operations
J Rosenthal and Sons
08.2020 - 08.2022
Administrative Assistant
Oakdale Private School
08.2018 - 09.2019
Master of Laws - International Business Law
University of Salford
Postgraduate Certificate - Politics and International Relations
Lancaster University
Bachelor of Laws - Honours
Middlesex University
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