UK
I anticipate that my CV may attract some derision on this site, so this is being written under the cloak of anonymity. I have many years experience as a sales trader and trader, but since leaving the market in 2005 have been working as a retail financial advisor and attempting unsuccessfully to find a new trading position. I would appreciate constructive comments about my CV and advice on how I can get back into the industry. I feel that my experience across asset classes together with my sales ability would contribute to revenues from a standing start.
Educational Qualifications:
7 “Ordinary” Grades
3 A Levels
Professional Qualifications:
CF30 Authorised Individual
N.A.S.D. Series 7 Representative
Deutche Borse Traders Examination
OM Stockholm Borse Traders Examination
SEAQ Market Maker Examination
IPE Registered Floor Trader
Certificate in Mortgage Advice and Practice.
Certificate in Financial Advice (1,2,3)
Career History:
August 2005 to Present
Mortgage Broker. Top three producer in South East divison. Working within a large estate agency chain, advising HNW purchasers on product and tax structure of their mortgages, cross-selling associated products to maximise revenue. Use of trusts for life products.
Training and coaching internal stakeholders to increase business flows. Close liason with lenders on new product offerings and their USPs.
June 2003 to April 2005.
“Local” trader on the IPE trading Brent Crude futures for my own account.
May 2002 to November 2002.
German bank, London.
Electronic Sales Trading-soliciting and executing client orders electronically with a focus on Pan European equities. Exchanging ideas with colleagues to increase quality and flow of ideas.
March 2000 to April 2001
US bank, London.
Within the H&Q division, making markets in European securities. Liasing with sales team generating trading ideas using in-house analyst research.
July 1998 to March 2000.
International private bank
Sales Trader, covering HNW and UHNW accounts on the US and EUR equity products.
Advising clients on portfolio construction, trading strategies, upselling and cross selling using derivatives for hedging as well as speculation. Analysing client portfolios, making recommendations to clients from secondary research and technical analysis. I trebled commission revenues and comfortably beat benchmarks for portfolios I managed. I also trained and managed a desk junior.
July, 1996 to July 1998
US bank, London.
Sales Trader, managing a busy dealing desk, making recommendations on US equities to Swiss banks and HNW clients.
September 1989 to July 1996.
UK stock broker, London
Initially employed supervising a team of order takers executing retail equity trades electronically, I then ran the Overseas Desk, organically growing the business to a six figure bottom line by providing a service in overseas equity and fixed income securities. Also, I developed wholesale products for the corporate sector.
Additional Information
Familiar with Bloomberg, Reuters, GL, Fidessa.
Excel, Word,Trigold.
Maybe a good idea to de- emphasise the less relevant stuff, and concentrate on skills and experiences that would be useful or needed now. The first thing to point out on the CV is how you can add revenue, or save on costs; the O levels and A levels should not be the first thing you read…. Bonne Chance
you
are
rubbish!!!
5 years out is the sticking point. May as well be 10 or 20.
You’ve been a financial advisor for the last 5 years and I would stick to being good at that.
Put education/professional qualifications at the end. Not sure why you’re emphasising “A”-levels at the top of your CV.
why leave the IPE to become a mortgage broker? can’t you go back to being a local?
I honestly can’t imagine why anyone would expose themselves to this ridiculous charade. Clearly, nobody here is going to give any advice to help achieve your goal which is to get back to a trading job in an industry that has excess capacity.
as a general point, I think your CV is a little light on detail. for example, you state “Exchanging ideas with colleagues to increase quality and flow of ideas.”. This seems to me to be pointless – it is expected that you exchange ideas. You do not state how successful you were in revenue generation, idea generation what you key contributions are and overall what you bring to the table. Add a section with your core competencies. Also, take out Trigold – I don’t think its relevant to getting a job as a trader.
What I notice is that apart from your first and current jobs, you haven’t been able to hold down a position for more than 2 years. If I were a potential employer I’d have to question why that is the case.
Perhaps you need to re-consider your career aspirations as you now seem in a settled post.
7 years out, the whole industry has changed, you don’t have a chance….
AliDesai – your a tool, saying posting on here is a charade and then writting a book – LOL
@Honesty1 – It takes one to know one.
I have a similar CV, altho, I’ve been out the industry since 1985..
mate i want to know how to become a CF 30 Authorised person.
Honesty@ – your a noob – go to a forum where others appreciate your feedback.
Anon – I suggest you keep perservering with the application process.
If your using a recruiter, you need to tailor your CV for them as they are the gatekeeper. Phases like “Exchanging ideas with colleagues to increase quality and flow of ideas.” seem OK, and will probably appeal to them.
However, if your approaching employers direct (which is what I would suggest in your situation), then loose that light, vague and fluffy sales talk.
Work on your “Reason for Leaving” and Reason for Returning” – short and sweet to start, and if they want more info, they’ll ask.
Make up a convincing story – Perhaps “I left the market for personal reasons (whatever), which was affecting my performance. I’ve sorted that out, and I’ve now been trading on my own acount for the past 24 months as well as Mortgage Broking, and my motivation and confidence is back up. I’m making some good money from my trading, and want to get back into the market.”
Good luck