Financial Adviser

• Nov 2017 - Present

Formulating a financial plan is often very tricky and time consuming. It is not everyone's passion and is often more of a fear to discuss and review your current financial position and unearth the areas that could be improved. This is where I step in and assist in making the right decisions at the right time. I am passionate about ensuring the people that I interact with don't just coast through life in a financial sense, but can enjoy setting targets and working towards achieving them. Once you begin to implement a structured plan whether it be for retirement, saving for your children's school fees or simply wanting to build a pot of money to enable you financial freedom, it becomes a lot easier to focus on the things that are really important for you. I love finding out what really drives and motivates my clients. Each client is very different and therefore requires a different approach to financial planning. A ‘one size fits all’ strategy is not going to achieve the outcomes my clients want and I therefore work closely with them to build a tailored financial strategy. At Lester Brunt Wealth Management, we put the clients firmly at the heart of everything we do; no two clients are the same and we therefore understand your personal and business objectives and deliver the right solution for you. We don’t provide off the shelf solutions, but we offer the benefit of a single relationship for all your financial planning needs. St. James’s Place Wealth Management is a FTSE 100 company, awarded Wealth Management Company of the year 2020 – City of London Wealth Manager Award. The value of an investment with St. James’s Place may rise as well as fall. You may get back less than you invested. Show less

BA-Investment Banking Simplification

• Apr 2017 - Oct 2017

Middle Office Client Service Delivery Senior Account Analyst

• Aug 2015 - Mar 2017

The Portfolio Accounting team that I worked for was responsible for maintaining clients' investment book of records and acting as first point of contact for all queries relating to their portfolio data. Ensuring that our clients receive data, both end of day and intra day is paramount to the success of their investment teams. I was responsible for a number of accounts on a daily basis that requires reconciliation for client data against that of the custodian. My role was heavily client facing: Regular contact between our clients is required in order to solve and settle issues in a timely manner. Not only did I relay information and answer queries on behalf of the client, I also faced off against/alongside other departments within BNY Mellon. I regularly had to communicate with Trade Support, Corporate action, and Investment teams to ensure our client is receiving the most accurate data to act upon for future trades. Show less

Database Marketer

• Jun 2014 - Sep 2014

Sabio is a market leading contact centre systems integrator and is a platinum partner of Avaya. Responsibilities: • Improving data quality and making appointments for solution sales across Avaya and Verint systems • I was responsible for pursuing leads on Enterprise companies and other large organisations (FTSE 250) in order to generate the most revenue upfront and as an ongoing venture • I regularly had to update spreadsheets, databases and documents in order to make the sales process both more effective and efficient. • I regularly dealt directly with both the New Business team and Account Managers. My duty was to aid their closing of deals and the generation of new relationships with executive level personnel in target companies. • I often supported the marketing team alongside my day-to-day sales responsibilities: Organising events such as, conferences, lectures and partner meetings. This furthered my skills and experience dealing with both data and targets. Show less

Trainee Distributor

• Oct 2010 - Apr 2011

I was part of a successful team that supplied a large portion of the south east with electrical goods. I ensured that customers received exactly what they ordered in efficient time. Additionally. I helped maintain a large warehouse in terms of storage and functionality. I was part of a successful team that supplied a large portion of the south east with electrical goods. I ensured that customers received exactly what they ordered in efficient time. Additionally. I helped maintain a large warehouse in terms of storage and functionality.