Trainee Financial Planner

• Aug 2022 - Present

Experience with: XPlan, XPM, Select A Pension, Life Quotes, Defaqto, Looking at: Pension Transfers (DB & DC), General Investments, Venture Capital Trusts / EIS, Discretionary Fund Managements, Mortgages, Protection (life cover, income protection). Experience with: XPlan, XPM, Select A Pension, Life Quotes, Defaqto, Looking at: Pension Transfers (DB & DC), General Investments, Venture Capital Trusts / EIS, Discretionary Fund Managements, Mortgages, Protection (life cover, income protection).

Head of Equities

• Jun 2021 - Present

Having previously been an analyst I have now gained a more senior role. Providing me with more responsibilities including:- Creating an application process for new teams- Managing multiple teams- Reading and editing reports- Managing social media accounts and making posts.

UK Equities analyst

• Oct 2020 - Present

Researching, analysing and creating a bi-weekly report on the UK equity market.

Economics Undergraduate

• Sep 2019 - Present

Sales Assistant

• Sep 2017 - Present

Jobs roles trained in: - Customer Services --Tills, Kiosk, Customer Service desk --Collecting trolleys from the car park - Replenishment --Stocking shelves on the shop floor --Being there for customer questions and to direct them around the store - Compliance --Ensuring the store complied with regulations, through date checks and changing of tickets / labels. --Answering the phone when the store was called and relaying the customers through to the correct department. --Responding to alerts from third party companies (Eg: if there was a call that a chiller was not at the correct temperature) - Delivery --Picking stock for delivery orders. --Loading vans for delivery --Being with the driver to assist on the deliveries and taking order to the shop floor - Stock take --Able to assist the third party company with stock take - Training --Training new partners on these different roles to ensure they have the correct understanding Show less

Outreach Officer

• Jul 2021 - Oct 2021

Work alongside the Outreach team in order to contact and obtain sponsorships from companies to allow the society to host events and expand to include more students. - Attend weekly meetings - Create and edit the proposal forms for each individual company - Contact companies and send our proposal form - Manage a document to track what process we are at with each company - Stay enthusiastic even though only around 2% of applications are successful. Work alongside the Outreach team in order to contact and obtain sponsorships from companies to allow the society to host events and expand to include more students. - Attend weekly meetings - Create and edit the proposal forms for each individual company - Contact companies and send our proposal form - Manage a document to track what process we are at with each company - Stay enthusiastic even though only around 2% of applications are successful.

Amplify Trading Simulation Event

• Nov 2019 - Nov 2019

Attended a trading simulation event hosted by Amplify Trading, alongside Morgan Stanley. Gained an insight in to the Finance industry. Completing roles of: - Achieving: - Market Maker - 96% - Hedge Fund Trader - 91% - Sales trader - 41% Attended a trading simulation event hosted by Amplify Trading, alongside Morgan Stanley. Gained an insight in to the Finance industry. Completing roles of: - Achieving: - Market Maker - 96% - Hedge Fund Trader - 91% - Sales trader - 41%

Member of Eton College Holyport College Investment Club

• Dec 2015 - Sep 2019

- My role as part of the team had been to analyse companies, to generate a stock report. Presenting these to the club, including the Executive Board and then putting it to a vote on whether we invested. - Experienced with the Thomson Reuters Eikon analysis app. - Using a portfolio with real funds, instead of a demo account. - Attending networking events at banks such as Deutsche Bank. - Opening the London Stock Exchange. - My role as part of the team had been to analyse companies, to generate a stock report. Presenting these to the club, including the Executive Board and then putting it to a vote on whether we invested. - Experienced with the Thomson Reuters Eikon analysis app. - Using a portfolio with real funds, instead of a demo account. - Attending networking events at banks such as Deutsche Bank. - Opening the London Stock Exchange.

Work Placement

• Aug 2018 - Aug 2018

- Completed a week at the Stockbroking firm alongside an Investment Manager. - Researched investment techniques, analysed news articles and reviewed companies within client's portfolios. - Completed a week at the Stockbroking firm alongside an Investment Manager. - Researched investment techniques, analysed news articles and reviewed companies within client's portfolios.

Sales Assistant

• Sep 2016 - Aug 2017

Jobs roles trained in: - Customer Services --Tills - Replenishment -- Stocking shelves on the shop floor -- Being there for customer questions and to direct them around the store - Training -- Training new partners on these different roles to ensure they have the correct understanding Assisting store manager with quality checks and stock take. Jobs roles trained in: - Customer Services --Tills - Replenishment -- Stocking shelves on the shop floor -- Being there for customer questions and to direct them around the store - Training -- Training new partners on these different roles to ensure they have the correct understanding Assisting store manager with quality checks and stock take.