About me

An ambitious and committed English Literature (BA) Graduate with a 2:1 Upper Second-Class honours degree from the London Metropolitan University, seeking a new meaningful yet challenging role to utilise my current financial services experience and transferable written and oral communication skills. A keen learner with a desire for personal development and someone who thrives in fast paced, practical environments, where a demand for results is paramount. The ability to quickly pick up new skills and systems, accompanied with a strong attention to detail means all tasks and duties are carried out to the highest standard.

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Work history

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Client Experience ExecutiveFoster Denovo
Mar 2019London, United KingdomFull Time
• Develop and maintain an effective working relationship with clients, financial advisers and third parties through confident and clear communication. • Provide high quality administration and a tailored personal service to high net worth clients across five different financial adviser client banks. • Ensure all new and existing business is processed adhering to the FCA’s rules of compliance.
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Business AdministratorFinancialadvisers4u
Mar 2018 - Mar 2019London, United KingdomFull Time
• Developed an understanding of financial products, markets, stocks and funds which is essential for client service and analysis. • Actively managed all client pension and investment holdings with a combined value of £17,000,000~ • Sole operator of the firm’s payment system, ensuring all transactions were processed securely. • Competent user of major financial services IT systems such as FE Analytics, Assureweb, Solution Builder and Mortgage Brain. • Individually sourced mortgage and insurance options for clients depending on their financial circumstance. • Completed and submitted pension, investment, mortgage and insurance applications with clients in person or over the telephone.

Skills

• Verbal Communication
• Writing
• Client Communication
• Client Service
• Financial Administration
• Attentive
• Commitment
• Adaptability
• Organisation
• Detail Oriented