Experience

Wellesley Wealth Advisory

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • 2016 - Present

  Producing client suitability reports confirming new recommendations. Obtaining accurate quotations, key features and applications for Advisers' meetings with clients. Analysing clients' circumstances, needs and objectives. Providing research on all relevant advice areas, products and investment funds. Producing client suitability reports confirming new recommendations. Obtaining accurate quotations, key features and applications for Advisers' meetings with clients. Analysing clients' circumstances, needs and objectives. Providing research on all relevant advice areas, products and investment funds.



Inghams

• United Kingdom
• Travel Arrangements
• 100 - 200 Employee

• Product Manager - 'Just France'

  • May 2008 - Nov 2010

  Responsible for delivery and day-to-day running of the ‘Just France’ self-catering villas programme including contract negotiation, brochure production and sales analysis.

• Assistant Product Manager - France Ski/Lakes and Mountains

  • Aug 2006 - May 2008

  Ongoing administration of the French Ski and Lakes & Mountains product. Worked with suppliers, clients and travel agents dealing with queries, advice and problem solving.

• Reservations Team Leader - 'Just France'

  • Aug 2004 - Aug 2006

  Supervised the Reservations team to sell the ‘Just France’ self-catering product competently in an efficient and cordial manner. Responsibilities included advising clients, resolving issues regarding over-bookings and dealing with demanding clients and agents.



Active Learning

• Education Management
• 1 - 100 Employee

• TEFL Teacher

  • Sep 2003 - May 2004

  Taught English language lessons to adults of mixed nationalities at a variety of levels. Organised social and cultural activities for students. Taught English language lessons to adults of mixed nationalities at a variety of levels. Organised social and cultural activities for students.

• Resort Representative

  • Dec 2001 - Apr 2003

  Responsibilities included setting up and day-to-day running of resort along with full entertainment and excursion programmes. Effective organisation of airport transfer of clients on arrival and departure. Co-ordination and management of representatives, including logistics and contingency planning. Responsibilities included setting up and day-to-day running of resort along with full entertainment and excursion programmes. Effective organisation of airport transfer of clients on arrival and departure. Co-ordination and management of representatives, including logistics and contingency planning.