Experience

eightfourtwo

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Jan 2023 - Present



The School of Anxiety

• England, United Kingdom

• Content Creator

  • Sep 2022 - Jan 2023

  Creating website content for best-selling author and psychologist, Joshua Fletcher. Creating website content for best-selling author and psychologist, Joshua Fletcher.



form_

• United Kingdom
• Real Estate
• 1 - 100 Employee

• Sales Consultant

  • Aug 2022 - Nov 2022

• Client Growth

  • Mar 2022 - Aug 2022

  Helped businesses find, negotiate and secure offices for any sized search, starting from early-stage start-ups to large multinational corporate giants. Advised clients on their relocation strategies including: flexible office acquisitions; contract and lease renewals; interim locations and overflow space globally with a specific focus on London.



Bloomsbury Wealth

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Wealth Planning Executive

  • Apr 2019 - Nov 2021

  • Acted as the primary contact for clients ensuring that queries are dealt with promptly and accurately;• Supported the Wealth Planning Manager in management of over 70 client accounts;• Supervised the Wealth Planning Assistant and Administrators with the collation and reconciliation of client data;• Oversaw the planning team in collating documentation relating to client engagement;• Worked in a fast-paced environment ensuring tight individual and team deadlines were met while maintaining high standards;• Reported project status to Wealth Planning Managers and chaired weekly meetings to update whole team;• Produced complex financial plans for clients;• Communicated complex concepts to clients in meetings using cash flow models;• Analysed data from Salesforce, creating user-friendly client reports via MS excel exports;• Recorded action points and produced technically detailed, client-facing meeting minutes using accessible language;• Drafted and issued advice letters and action plans summarising regulated transactions to be arranged;• Demonstrated conscientiousness when peer-reviewing letters and reports before being issued to clients. Show less

• Wealth Planning Assistant

  • Apr 2018 - Apr 2019

  • Monitored account opening and asset transfers through to completion;• Arranged meetings with clients and their advisers while preparing documents and obtaining up-to-date valuations;• Gathered data on clients and potential clients;• Prepared implementation and non-implementation paperwork;• Carried out client-specific product research;• Conducted client-specific product and service tendering.



CAROLINE BANKS & ASSOCIATES LIMITED

• United Kingdom
• Insurance
• 1 - 100 Employee

• Client Care Associate

  • Apr 2013 - Mar 2018

  Became the right-hand man to the Managing Director. Assisting in the preperation of client meetings and writing suitability letters for new business. Became the right-hand man to the Managing Director. Assisting in the preperation of client meetings and writing suitability letters for new business.



CAROLINE BANKS & ASSOCIATES LIMITED

• United Kingdom
• Insurance
• 1 - 100 Employee

• Financial Administrator

  • Aug 2010 - Dec 2012

  Administrative Assistant for a boutique financial planning firm advising high net worth clients. Administrative Assistant for a boutique financial planning firm advising high net worth clients.