Kevin Atkinson
Senior Financial Planner at Advice First Financial Services Ltd
Based in Ireland
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Seniority
Staff
Department
Finance & Accounting
Location
Ireland
Industry
Financial Services
Company size
6
Contact information
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k•••••••@advicefirst.ie
Phone
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Background
About Kevin Atkinson
I focus on delivering tailored financial planning solutions while building trust and long-term client relationships. I have experience advising private and personal PAYE workers to directors of Personal and Umbrella Limtied Companies. I took a little time away from finance into the tech industry as National Account Sales Manager at CarGurus. I built client partnerships and met quarterly KPIs through consultative sales strategies and churn management. At Irish Life, I focused on developing the sales skills of bank staff across multiple branches, enhancing performance through training and presentations, with the aim for business development. Before that, after my initial personal success, I led a team of financial consultants at Cornmarket Group, advising public sector clients on tailored benefits. My career began in customer advisory roles at Bank of Ireland, where I gained valuable experience in high-volume sales environments. I am a dedicated customer centric professional with a Bachelor of Arts (B.A.) focused in Economics and Sociology from the National University of Maynooth.
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