Experience

Nashrock Insurance Recruitment

• United Kingdom
• Insurance
• 1 - 100 Employee

• Senior Consultant

  • Apr 2022 - Present

  If you are a Claims professional looking for a new career opportunity then I would love to hear from you. I work very closely with a variety of Insurers and Brokers throughout the UK. My email is amy@nashrock.co.uk If you are a Claims professional looking for a new career opportunity then I would love to hear from you. I work very closely with a variety of Insurers and Brokers throughout the UK. My email is amy@nashrock.co.uk



W1 Investment Group

• Belgium
• Investment Management
• 1 - 100 Employee

• Head of European Business Development

  • Nov 2017 - Apr 2022

  W1 Investment Group is a boutique financial planning and investment management company providing high net worth individuals with financial solutions to complex issues. https://w1investmentgroup.com/ Highlights: Undertaking market research. Liaising with current clients. Sourcing opportunities to acquire new business and clients. Managing the diaries of senior advisors. Key Responsibilties: Heading the client relation team. Liaising with company directors. Researching new business opportunities. Briefing the client relation team on new business developments.



EQ Investors

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • Sep 2015 - Nov 2017

  EQ is an award-winning chartered financial planning firm with over 60 staff in London and 2,000 clients all around the UK. Being one of the fastest growing wealth managers in the UK, we remain committed to providing a boutique service catering to every single client. https://eqinvestors.co.uk/ Highlights: Researching on behalf of existing clients. Maintaining a rapport with such clients whilst sourcing further clients and business acquisition. Maintaining and organising Advisors diaries. Key Responsibilities: Maintaining rapport with clients. Introducing Clients to bespoke solutions for complex financial issues.



deverellsmith

• United Kingdom
• Real Estate
• 1 - 100 Employee

• Marketing & PR Executive

  • Sep 2014 - Aug 2015

  Deverell Smith is one of the UK’s leading property recruitment and executive search consultants within the real estate industry partnering with many of the world’s leading property related businesses. https://www.deverellsmith.com/ Highlights: Engaging in B2B and B2C marketing activity. Monitoring marketing campaigns. Undertaking brand building by use of social media, advertising and content marketing. Key Responsibilities: Tracking marketing campaigns. Using campaigns to develop new business concepts. Working to tight deadlines. Communicating marketing ideas to management.



Tilney Group

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Investment Associate

  • May 2013 - Aug 2014

  Highlights:Researching on behalf of existing clients.Maintaining a rapport with such clients whilst sourcing further clients and business acquisition.Maintaining and organizing Advisors diaries.Particular focus on acquiring new business through existing clientsKey Responsibilities:Maintaining rapport with clients. Undertaking Administrative work for Senior Advisors.Particular focus on lead generation to source new clients.

• Client Relations Executive

  • Jun 2012 - May 2013

  Highlights:Reviewing clients' existing portfolios to ensure optimum performance.Assisting client with investment decision making.Managing Advisors diaries as well as relaying client portfolio performance.Understanding client financial objectives.Key Responsibilities:Maintaining rapport with all relevant parties.Undertaking administrative duties.Adhering to Tilney processes whilst undertaking client review.Maintaining client records.

• Operational Support

  • Feb 2011 - Jun 2012

  Tilney is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. Our clients include private individuals, families, charities and professionals looking after more than £23 billion on their behalf.https://www.tilney.co.uk/Key Responsibilities:Providing operational support to advisors as well as the administration team.Streamlining processes.Creating efficiency to ensure all processes are adhered to.