Experience

Hartey Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Wealth Manager

  • Dec 2021 - Present

  As an Independent Wealth Manager at Hartey Wealth Management, I specialise in providing personalised financial solutions. I navigate diverse financial landscapes, ensuring optimal outcomes for a varied clientele. My responsibilities encompass overseeing a diverse portfolio of clients, utilising my expertise to simplify complex financial challenges. Through a client-centric approach, I forge robust relationships, guiding individuals towards their financial goals. Whether navigating… Show more As an Independent Wealth Manager at Hartey Wealth Management, I specialise in providing personalised financial solutions. I navigate diverse financial landscapes, ensuring optimal outcomes for a varied clientele. My responsibilities encompass overseeing a diverse portfolio of clients, utilising my expertise to simplify complex financial challenges. Through a client-centric approach, I forge robust relationships, guiding individuals towards their financial goals. Whether navigating retirement planning, investment management, or addressing the unique financial concerns of women, I am dedicated to delivering exceptional service and empowering clients to take control of their financial futures.

• Paraplanner

  • Jan 2021 - Aug 2022

• Trainee Paraplanner

  • Jan 2020 - Jan 2021

• Portfolio Reviewer

  • Apr 2018 - Jan 2020



Barclays

• India
• Outsourcing/Offshoring
• 1 - 100 Employee

• Business Lending Manager

  • 2017 - Apr 2018

  I completed the lending process from initiation to completion, managing all associated administrative procedures. I held the responsibility of owning sales and performance targets, actively contributing to the achievement of our team's overarching goals. Additionally, I scheduled appointments to ensure that all customers were attended to within defined time frames, optimising efficiency in customer service delivery. I completed the lending process from initiation to completion, managing all associated administrative procedures. I held the responsibility of owning sales and performance targets, actively contributing to the achievement of our team's overarching goals. Additionally, I scheduled appointments to ensure that all customers were attended to within defined time frames, optimising efficiency in customer service delivery.



MBNA

• France
• Environmental Services

• Customer Service Advisor

  • 2015 - 2017

  I worked in a fast-paced, target-driven setting with frequent high call volumes, I excelled in a regulated and quality-focused role that demanded meticulous attention to detail. My responsibilities included cultivating strong customer relationships by actively refining my soft skills through feedback mechanisms. I adeptly navigated customer complaints and assumed leadership of my team in the absence of our manager. Notably, my consistent performance resulted in securing a top-10 ranking within… Show more I worked in a fast-paced, target-driven setting with frequent high call volumes, I excelled in a regulated and quality-focused role that demanded meticulous attention to detail. My responsibilities included cultivating strong customer relationships by actively refining my soft skills through feedback mechanisms. I adeptly navigated customer complaints and assumed leadership of my team in the absence of our manager. Notably, my consistent performance resulted in securing a top-10 ranking within the department on numerous occasions, underscoring my commitment to excellence and continuous contribution to the team's success. Show less I worked in a fast-paced, target-driven setting with frequent high call volumes, I excelled in a regulated and quality-focused role that demanded meticulous attention to detail. My responsibilities included cultivating strong customer relationships by actively refining my soft skills through feedback mechanisms. I adeptly navigated customer complaints and assumed leadership of my team in the absence of our manager. Notably, my consistent performance resulted in securing a top-10 ranking within… Show more I worked in a fast-paced, target-driven setting with frequent high call volumes, I excelled in a regulated and quality-focused role that demanded meticulous attention to detail. My responsibilities included cultivating strong customer relationships by actively refining my soft skills through feedback mechanisms. I adeptly navigated customer complaints and assumed leadership of my team in the absence of our manager. Notably, my consistent performance resulted in securing a top-10 ranking within the department on numerous occasions, underscoring my commitment to excellence and continuous contribution to the team's success. Show less