Declan Wernham

I help successful entrepreneurs and HNW individuals turn complexity into clarity - with intelligent wealth planning & bulletproof legacy strategies.

Working in a busy environment, becoming an expert, talking to customers over the phone and in our branches, recommending the best available products and working with others to repeatedly deliver excellent service and sales. Worked as part of a group that’s looking for new business opportunities. success will came from motivating and developing myself and others to work towards making my branch one of the best. key skills * Ability to thrive in a busy, customer orientated environment, enjoying the challenges & rewards involved in dealing with hundreds of different customers with hundreds of different queries. * Having a talent for talking to people, understanding what they need, identifying ways for to help and providing a great service. * The ability to prioritise work to maximise every minute of the day. * A good understanding of the variety of products we offer by digesting financial information and keeping myself up to date with changes in the company but also the industry. * Good attention to detail. * Ability to balance the demands of paperwork with meeting and talking to customers & delivering targets. * Taking personal responsibility for my own tagets & work well with others to make the branch a success.