Bilal Hussain

I have excellent and diverse experience of working in several different financial environments, with a proven track record of excelling in target driven and performance related roles. My experiences have aided me in gaining valuable skills of dealing with a wide range of clients both in a telephony capacity and face to face; from residential account holders to buy to let landlords with 30+ property portfolios, sole traders to limited company directors, tax inspectors to solicitors, conveyancers to chartered surveyors. These experiences have equipped me with the ability to provide an excellent level of service to any form of cliental. Ability to build and maintain a client database of upto 300 clients previously.
I have been part of a number of successful teams and pride myself on making sure I achieve and exceed as an individual ensuring the success of both my team and business as a whole.
I am a highly ambitious and a very career driven individual that has always excelled at whatever I have done and having passed and achieved the Level 4 Diploma in Financial Advice, I have also successfully completed the Taxation, Trusts and Tax Compliance, Managing Investments, Certificate in Long Term Care and Later Life Planning & Pension Transfers units in achieving the Level 6 Advance Diploma in Financial Advice and now awaiting to be awarded the distinction of Chartered Status as a Financial Planner.
I fully expect to capably progress through the training phase and achieve competence status swiftly. At this stage of my professional life, I am wanting to become a trusted and reputable Financial Adviser with the goal of progressing to a Senior FA in due course and combined with my Chartered Status in setting myself apart from other Financial Advisers in the field. This is now a lifelong career move and I am wanting to make use and utilise all the skills, knowledge and experience I have gained over the past 15 years.

2017 Onwards Yorkshire Building Society
– £800,000 mandate level held in New Lending, Additional Lending & Self-Employed – Fully assessing and underwriting Direct, Branch and Accord mortgage applications – Complete management of residential client pipeline from application stage through to post offer and completion
– Excellent level of quality demonstrated and maintained whilst ensuring efficient turnaround times of applications for both business and client
– All round a first-rate performer with proven track record during my tenure at YBS – Take particular pride in ensuring my clients receive an exceptional level of service and a personalised journey throughout
Confidential Mortgage Underwriter

2013 – 2017 Accountant Hussain’s International Accountants
– Accountancy – preparation, management & general administration of Sole Trader Accounts
– Taxation – processing self-assessment tax returns and computations – Meetings – leading daily face to face meetings with an array of cliental – Bookkeeping & PAYE – managing and submitting payrolls, dealing with wages & employment matters
 

2008 – 2011 Bradford & Bingley PLC
– Supervising, managing & expanding portfolios for buy to let landlords as well as looking after individual files for residential account holders
– Assessing & processing additional lending applications; maintain and manage clients through retention interest rates and product transfers
– Evaluating income and expenditure to provide personalised solutions tailored to meet individual needs
Mortgage Consultant

Level 4 DipFA & Level 6 Adv DipFA – 2021-2024 London Institute of Banking & Finance – LIBF Diploma in Financial Advice and Level 6 Chartered Financial Adviser achieved

AFA MIPA – Associate Financial Accountant – 2016 Institute of Financial Accountants Achieved Associate Membership of The Institute of Financial Accountants – IFA
 

Level 3 CeMap – 2010 London Institute of Banking & Finance – LIBF Distinction Pass achieved in CeMap Certificate of Mortgage Advice & Practice
 

Sixth Form – 2005 to 2007 Nab Wood Grammar School A/S & A Level in Chemistry, Biology, Sociology & Religious Studies
 

GCSEs – 2004 Nab Wood Grammar School A in Maths & Religious Studies B in Single Award, Double Science & History C in English Literature, English Language, Geography, Electronics & French