Experience

AS Financial

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Protection Specialist

  • Jan 2019 - Present



Atlantic Swiss

• Financial Services
• 1 - 100 Employee

• Technical Support

  • Sep 2017 - Jan 2019



Fortress Wealth Partnership Limited

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Adviser support

  • Jan 2016 - Sep 2017

  I joined the Fortress team in January, as back office support to the the firm's wealth consultants and para-planner. My role involves processing business for pension transfers, protection and investment products; I also assist with the firm's Group Scheme business & service it's members. I am currently studying towards the CII DipPFS. I joined the Fortress team in January, as back office support to the the firm's wealth consultants and para-planner. My role involves processing business for pension transfers, protection and investment products; I also assist with the firm's Group Scheme business & service it's members. I am currently studying towards the CII DipPFS.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Investment Junior case handler

  • Feb 2014 - Sep 2015

  Investment review within the Compliance & Risk advisory sector at Deloitte working as a case handler; data gathering and analysing potential general investments, insurance and mortgage cases. Specific tasks include:• Obtaining evidence required to assess a claim, conducting audits following auditing standards set by the our leading client. Keeping a thorough and consistent audit trail for each case review• Analysing a claim made by a polciyholder & providing advice on the process of making a claim. (Some of which included FOS case referals for further data investigation) • Managing long term claims and undertaking regular assessments• Working torwards tight deadlines to achieve personal as well as team targets• Liaising with clients to deliver client needs and expectations• Corresponding with 3rd party Product Providers, solicitors and IFA's to obtain information in order to proceed with case investigations• Discussing options with senior managers to reach conclusions & mitigate risk



L&P Independent Financial Advisers

• Financial Administrator

  • Jun 2012 - Nov 2013

  After a successful 6 months as an Apprentice, I was offered a permanent position at L&P Financial Advisers. My role began, supporting a small team of financial advisers & a para-planner with administration, company accounts organisation ( product commission & fees). I built up my pensions, investments and insurance knowledge and assisted with group pension scheme business. I made my interest/ passion for financial services known, and was quickly introduced to Cii for professional qualifications. I was also lucky enough to attend a workshop with MetLife 'Tolerance to investment loss' and a financial adviser event called 'Year of the adviser', which in turn built up my CPD hours.



Landmark Training

• United Kingdom
• Education Management
• 1 - 100 Employee

• Student

  • Nov 2011 - May 2012

  I had a keen interest to start a career in Financial services, and so I got in touch with 15Billion - who are an organisation who advise & assist with career opportunities for young people leaving school. I firstly obtained an NVQ Level 3 qualification in Business Administration. One of the requirements of the qualification was to gain 'on the job' first hand experience in an office, and so I worked part time in a small office as a Junior Finance officer. My role was largely administration but did involve small cash balance sheet management, company related invoices management & charity correspondence for project funding.



SEB

• Sweden
• Banking
• 700 & Above Employee

• Accounts assistant

  • May 2010 - May 2010

  For my school work experience project I gained 2 weeks work experience at SEB - Merchant Bank; to gain some basic accounting knowledge. My role at SEB was to assist with filing of accounts, correspondence and to refer incoming calls to the relevant departments. During my time there, I started to develop a passion for financial services and was keen to see what other roles were available in the industry. For my school work experience project I gained 2 weeks work experience at SEB - Merchant Bank; to gain some basic accounting knowledge. My role at SEB was to assist with filing of accounts, correspondence and to refer incoming calls to the relevant departments. During my time there, I started to develop a passion for financial services and was keen to see what other roles were available in the industry.