Execution Services Analyst

• Jan 2023 - Present

Senior Dealing Services Agent

• May 2022 - Dec 2022

- Equity dealing.- Collaborating on incredibly short notice with key market makers such as Winterfloods & Peel Hunt to facilitate accelerated book-builds.- Resolving issues in accordance to CASS requirements.- Signing off and placing certain trades/actions that require additional permissions such as Bed & ISA requests, agency crosses, IPO orders and 'large deals' (any trade in excess of £500,000).- Cancelling trades such as Fill Or Kill bond orders, Structured Products/Notes, equity limit orders, fund orders & IPOs.- Anticipating future major corporate actions/placings through collaboration with relevant teams ensuring the dealing services team is best prepared for the event and the queries clients may present.- Monthly revisiting of all trades placed on the platform for auditing purposes.- Daily/Monthly reports to senior management used in their reports to the board of directors.- Working closely with Middle Office and other departments on a daily basis for a multitude of reasons such as trade error fixes, short sales, negative balance reports, debtors reports, custodian reconciliations and many more.- Regularly reviewing the dealing services training procedures/manuals in line with compliance policy.- Providing weekly/monthly goals to up-skill team.- Overseeing UAT testing and the AJ Bell 'telephone resilience plan'.*Additional information available on CV.

Dealing Services Agent

• Apr 2021 - May 2022

Following four years in the Netherlands, I was keen to move to the UK, confident that with no language barrier, I would excel and progress as a professional in an industry I have had an interest in for many a year.AJ Bell is a FTSE250 company having publicly listed in 2018 and currently has ~ 420,000 customers with in excess of £74 billion of assets under administration.- Working on both the Youinvest (for retail investors) and Investcentre (for IFAs) platforms.- Signed off on the cash movement of millions of pounds between the final week of the '21 tax year and first week of the '22 tax year.- Simplifying complex issues such as corporate actions, dividends and/or tax to retail investors by written and verbal means.- Generating weekly/monthly reports to Seniors & Managers.- Allocating and completing work with colleagues in line with the agreed SLA.- SME for vulnerable customers, internal CRM system, new login process for clients and the identification and validation procedure for agents in line with company policy.

Recruitment Consultant

• Jan 2020 - Aug 2020

Worked for Jefferson Frank, an official AWS partner and part of the Frank Recruitment Group, specialising in the AWS/DevOps field as a 360° recruitment consultant knowing the importance of gaining some different work experience/environments prior to a premeditated move to the UK.I focused on the Dutch AWS/DevOps market not only finding suitable candidates for established clients but also developing new business by sourcing clients and filling the newly established roles with the candidates of quality they demand.- Placed one candidate at a €10,368 fee.- Sourced three clients (one global IT firm and two Dutch market leaders in Insurance and IT).- EMEA Top Performer for April & May (during the height of uncertainty in the initial Covid-19 lockdown where recruitment budgets were slashed).*Additional information/figures on CV.

Assistant Manager

• Dec 2017 - Dec 2019

Following my studies, I decided to remain in Amsterdam where I started as a barman and worked my way up to an assistant manager overseeing the daily running of the venue. This establishment is renowned in Amsterdam due to its stellar reputation with tourists and expats as well as its prime location. - Managed teams of up to 15 people on a daily basis as well as organising the staff roster and ensuring good team morale.- Integral member in achieving a €1.8m turnover in 2018.- Oversaw the record daily turnover of €28,000 in March 2018.- Installed a new ePOS system for greater transparency and trend/data analysis.- Worked closely with suppliers (AB InBev) to replace the least selling beverage with one that became the third best selling.- Managing and ordering stock (food, drink & miscellaneous) on a weekly basis using the new ePOS system to analyse sales patterns anticipate the week ahead.