Experience

Lumin Wealth

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Jul 2022 - Present



Sanlam Private Wealth

• South Africa
• Financial Services
• 200 - 300 Employee

• Client and Advisor Support

  • Apr 2021 - Jul 2022



Richmond House

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Business Assistant

  • Sep 2018 - Apr 2021

  R01, R02, R04, R05 passed, currently studying R03 Responsibilities include: • Supporting advisers and paraplanners • Processing new business • Compiling new client review packs • Implementing advice given to clients • Liaising with product providers and clients R01, R02, R04, R05 passed, currently studying R03 Responsibilities include: • Supporting advisers and paraplanners • Processing new business • Compiling new client review packs • Implementing advice given to clients • Liaising with product providers and clients



F&F Clothing

• United Kingdom
• Retail Apparel and Fashion
• 300 - 400 Employee

• Merchandise Administrator

  • May 2016 - Sep 2018

  Responsibilities include: • Discussing topline trade in weekly trade meetings • Updating and forecasting sales • Identifying poor performing departments • Managing markdowns and promotional events • Managing Recode events • Calculating opportunities and risks • Creating reports in Excel and other reporting tools • Working closely with upper management to keep them informed on potential risks and opportunities Responsibilities include: • Discussing topline trade in weekly trade meetings • Updating and forecasting sales • Identifying poor performing departments • Managing markdowns and promotional events • Managing Recode events • Calculating opportunities and risks • Creating reports in Excel and other reporting tools • Working closely with upper management to keep them informed on potential risks and opportunities



Solarplicity

• Ware

• Domestic Administrator

  • Aug 2015 - Apr 2016

  Responsibilities include: • Created leases • Used and updated Sharepoint • Transferred items using Sharegate • General office management Responsibilities include: • Created leases • Used and updated Sharepoint • Transferred items using Sharegate • General office management



STRATEGY FINANCIAL LIMITED

• Welwyn Garden City

• Practice Administrator

  • Nov 2013 - Aug 2015

  Responsibilities include: • Maintained client database • Used Intelligent Office and Truth to update client information • Developed efficient workflows and processes • Produced client facing reports • Solved client queries • Used accounting software including Sage and Xero • General office management Responsibilities include: • Maintained client database • Used Intelligent Office and Truth to update client information • Developed efficient workflows and processes • Produced client facing reports • Solved client queries • Used accounting software including Sage and Xero • General office management