Experience

Grosvenor Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head Of Operations

  • Jan 2014 - Present



Pocock Rutherford & Co

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner / Administration Manager

  • Jun 2006 - Jan 2014

  Paraplanner to an advisers and administration manager. Pocock Rutherford & Co is part of the Caerus network and I organise the administration side of the company to ensure that business is processed smoothly and effectively. My role is very varied and hands-on as it needs to be in a busy practice. I take care of the back office systems and training and management of the staff. Paraplanner to an advisers and administration manager. Pocock Rutherford & Co is part of the Caerus network and I organise the administration side of the company to ensure that business is processed smoothly and effectively. My role is very varied and hands-on as it needs to be in a busy practice. I take care of the back office systems and training and management of the staff.



LS Finance Ltd

• PA

  • Mar 1998 - Jun 2006