Abhijeet Kumar

Background

About Abhijeet Kumar

I’m a Level 4 certified professional with the CISI Investment Advice Diploma (IAD) and an MSc in Investment & Finance from the University of Strathclyde, actively seeking to begin my career as a Financial Adviser. I bring a strong foundation in investment strategy, suitability analysis, and FCA regulatory frameworks, supported by practical experience in client service and independent financial research. My previous experience as a derivatives trader sharpened my analytical decision-making, while my work at Marks & Spencer in a customer-facing role helped me build empathy, communication, and trust-building skills. Now ready to step into an advisory role, I’m looking to join a client-centric firm where I can support individuals and families in reaching their financial goals with care, professionalism, and compliant, tailored advice. Let’s connect if you're hiring for trainee or entry-level advisory roles — or if you’re open to a conversation about how I can contribute to your team.