Experience

Magus Wealth

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Client Support Manager

  • Jul 2023 - Present

  Crawley, England, United Kingdom


Self-employed
• Real Estate
• 1 - 100 Employee
• Unemployed

  • Mar 2023 - Present


Zest Financial Consultants

• Financial Services

• Independent Financial Adviser

  • Apr 2022 - Apr 2023

  • Advising and identifying appropriate financial solutions in the areas of wealth, protection and mortgages. • Presenting recommendations to clients. • Building strong professional relationships with new and existing clients. • Establishing a robust network of support from product providers. • Regularly reviewing and monitoring procedures to ensure compliance with company, network and industry policies, guidelines, and regulations. • Managing own diary, paraplanning and… Show more • Advising and identifying appropriate financial solutions in the areas of wealth, protection and mortgages. • Presenting recommendations to clients. • Building strong professional relationships with new and existing clients. • Establishing a robust network of support from product providers. • Regularly reviewing and monitoring procedures to ensure compliance with company, network and industry policies, guidelines, and regulations. • Managing own diary, paraplanning and general administration. • Presenting Zest Financial Consultants sales proposition to prospective clients. • Establishing and maintaining own client’s fact finds.

• Trainee Financial Adviser

  • Oct 2019 - Nov 2022

  • Sole Paraplanner for Wealth and Mortgage advisers. Responsible for preparing client facing reports and recommendations, undertaking additional product research, obtaining illustrations, and using analytical software to review a client's existing arrangements. • Responsible for own timeframes, quality assurance and implementing compliance updates. • Continually worked with advisers to deliver & implement procedures with the aim of providing a better service using client, adviser… Show more • Sole Paraplanner for Wealth and Mortgage advisers. Responsible for preparing client facing reports and recommendations, undertaking additional product research, obtaining illustrations, and using analytical software to review a client's existing arrangements. • Responsible for own timeframes, quality assurance and implementing compliance updates. • Continually worked with advisers to deliver & implement procedures with the aim of providing a better service using client, adviser and network feedback. • Office manager responsible for scheduling appointments, IT Support, monitoring office supplies, greeting visitors and providing general administrative support. • Instrumental in the success of Zest Financial Consultants transition to a new compliance network. • Completed Diploma for Financial Advice and Certificate for Mortgage Advice and Practice outside of working hours.



Metro Bank (UK)

• United Kingdom
• Banking
• 700 & Above Employee

• Mortgage Helpdesk Representative

  • Jan 2019 - Oct 2019

  London, United Kingdom • Liaising with Mortgage Brokers providing case updates, packaging checklists and accurate timescales. • Resolving complex Broker enquiries including criteria, required documentation and online portal training. • Escalating cases appropriately to deliver the right result for brokers and their clients. • Communicating with other internal mortgage departments and 3rd party companies (e.g. valuers) to ensure client outcome. • Promoting Metro Banks unique selling points which… Show more • Liaising with Mortgage Brokers providing case updates, packaging checklists and accurate timescales. • Resolving complex Broker enquiries including criteria, required documentation and online portal training. • Escalating cases appropriately to deliver the right result for brokers and their clients. • Communicating with other internal mortgage departments and 3rd party companies (e.g. valuers) to ensure client outcome. • Promoting Metro Banks unique selling points which includes joint borrower sole proprietor, professional mortgages and top slicing.

• Customer Service Representative

  • Mar 2017 - Jan 2019

  • Assisting customers in enrolment, training and troubleshooting of internet and mobile banking. • Resolving customer enquiries regarding Metro Bank’s sales proposition covering; personal and business accounts, lending, safety deposit boxes and then delivering on those products. • “Making every wrong, right” by resolving complaints and ensuring customer satisfaction. • Remaining adaptive and open to new procedures and regulations. • Logging prospective leads to other departments… Show more • Assisting customers in enrolment, training and troubleshooting of internet and mobile banking. • Resolving customer enquiries regarding Metro Bank’s sales proposition covering; personal and business accounts, lending, safety deposit boxes and then delivering on those products. • “Making every wrong, right” by resolving complaints and ensuring customer satisfaction. • Remaining adaptive and open to new procedures and regulations. • Logging prospective leads to other departments (e.g. mortgage and high net worth savings team). • Resolving customer complaints and transaction disputes to a high standard. • Being a mortgage champion in store delivering product updates and training others how to log mortgage leads using CRM.



Z Hotels

• United Kingdom
• Hospitality
• 100 - 200 Employee

• Guest Service Assistant

  • Jul 2015 - Mar 2017

  Soho • Delivering high pace and quality service to a fully occupied hotel in the heart of London. • Resolving customer complaints to achieve the right outcome.



Travelodge Hotels Limited

• United Kingdom
• Hospitality
• 700 & Above Employee

• Assistant Manager

  • Sep 2014 - Jul 2015

  Battersea • Responsible for linen management, health and safety compliance, staff development for a team of 20 people, data input of sales costs, maintenance across communal areas and 120 rooms and regular financial audit checks.

• Management apprentice

  • Jun 2012 - Sep 2014