Mehdi A. Mokrini
About Mehdi A. Mokrini
Mehdi A. Mokrini is an IFA Administrator at Investec in Leeds, England, with a background in customer relationship management and sales. He holds a Master's degree in Philosophy, Politics, and Economics from the University of York and is currently pursuing a Chartered Institute of Insurance Diploma in Regulated Financial Planning.
Work at Investec
Mehdi A. Mokrini has been employed at Investec as an IFA Administrator since 2021. His role is based in Leeds, England, where he has contributed to the firm's operations for three years. In this position, he is involved in providing support for Independent Financial Advisors, ensuring that client needs are met effectively.
Previous Experience at Skipton Building Society
Prior to his current role, Mehdi worked at Skipton Building Society as a Customer Relationship Consultant for eight months in Wetherby, England. During this time, he focused on managing client relationships and enhancing customer satisfaction, which helped him develop essential communication skills.
Career Background in Sales and Auditing
Mehdi has a diverse career background that includes working as a Sales Executive at TP Orthodontics, Inc. from 2019 to 2020 and as an Auditor at Audecia in Casablanca, Morocco from 2012 to 2016. His experience in sales and auditing has equipped him with strong numeracy skills and a keen attention to detail.
Education and Professional Development
Mehdi studied Philosophy, Politics, and Economics at the University of York, where he earned a Master's degree from 2016 to 2018. He has also pursued professional development through the Chartered Insurance Institute, achieving qualifications in RO1, RO2, and RO5 from 2020 to 2022. Currently, he is studying for the Chartered Institute of Insurance Diploma in Regulated Financial Planning (RQ4 Level 4).
Career Aspirations in Financial Services
Mehdi is actively seeking new opportunities within the financial sector. He is open to roles such as IFA Administrator, Investment, Pensions or Wealth Management trainee positions, Junior/Trainee Financial Advisor, and Trainee Paraplanner. His background and ongoing education position him well for these roles.