Experience

Corbel Partners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• IFA Administrator

  • Jul 2021 - Present

  Currently support a network of over 100 advisers by carrying out the following: Processing and submitting new business (pension, investment, mortgage and protection) with a variety of providers ensuring all documentation is completed correctly and in a timely manner. Also involves the use of CRM software (Intelligent Office). I provide valuations of plans held by clients and prepare review documents for advisers. Along with the Maintenance of client accounts e.g rebalances, fund switches, fee amendments, top ups and withdrawals. Diarise and monitor the stream of work to ensure all business is progressing and completing as instructed by professionally dealing with relevant parties as and when needed if anything further is required. All general administration duties such as taking calls, printing, filing, scanning, booking in meetings, typing up and distributing correspondence. Show less


Pearson VUE
• United States
• IT Services and IT Consulting
• 700 & Above Employee
• Assistant

  • Sep 2020 - Jul 2021


Smiggle

• Singapore
• Retail
• 200 - 300 Employee

• Key Holder/Supervisor

  • May 2017 - Aug 2020

  Whilst I was at university, I was a part-time supervisor & key holder for the children’s stationary/toy store, Smiggle. Responsibilities included opening/closing the store, cash reconciliation & banking, managing the shop floor when store manager absent, supervising the team. Costumer service skills, upselling to achieve KPIs, team work, managing deliveries etc. Whilst I was at university, I was a part-time supervisor & key holder for the children’s stationary/toy store, Smiggle. Responsibilities included opening/closing the store, cash reconciliation & banking, managing the shop floor when store manager absent, supervising the team. Costumer service skills, upselling to achieve KPIs, team work, managing deliveries etc.


Wilko
• United Kingdom
• Retail
• 700 & Above Employee
• Sales Assistant

  • Aug 2014 - Aug 2016