George Chapman
Trainee Financial Adviser at Royston Fox Associates- Claim this Profile
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Experience
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Royston Fox Associates
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United Kingdom
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Financial Services
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1 - 100 Employee
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Trainee Financial Adviser
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Jun 2023 - Present
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Transact
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Singapore
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Investment Management
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Client Services Manager
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Aug 2022 - Jun 2023
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Assistant Account Manager
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Jun 2021 - Aug 2021
Abaco Insurance Brokers are a retail broker based in the city of Leicester. They offer their clients the highest of standards when it comes to competitive prices and level of service. Within my 3-month internship I was incorporated within many different parts of the business. These Included: Both Property and commercial Insurances, Claims handling and Client relations. Key Responsibilities: - Logging new business - Executing Renewals - Dealing with Client Queries - Visiting Client sites - Preparing Market Presentations Show less
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PRGX UK
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United Kingdom
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Legal Services
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1 - 100 Employee
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Financial Analyst
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Jul 2019 - Jul 2020
• Perform recovery audits on clients supplier accounts of unparalleled quality • Identify- Using the PRGX Audit Tools and methodologies potential recoveries. • Validate- Using the information sources available to ensure that they have adequate supporting evidence to enable recovery integrity. • Audit with limited supervision. • Understands and manipulates client electronic data. • Maintain quality standards within the audit environment. • Perform recovery audits on clients supplier accounts of unparalleled quality • Identify- Using the PRGX Audit Tools and methodologies potential recoveries. • Validate- Using the information sources available to ensure that they have adequate supporting evidence to enable recovery integrity. • Audit with limited supervision. • Understands and manipulates client electronic data. • Maintain quality standards within the audit environment.
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Bar Team Member, Sacks of Potatoes Public House and Restaurant, Birmingham
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Jan 2018 - Oct 2018
• Work behind the bar and serving food to our customers. • Proficient with the computerised ordering system, liaising with the kitchen to ensure the customer satisfaction. • Work behind the bar and serving food to our customers. • Proficient with the computerised ordering system, liaising with the kitchen to ensure the customer satisfaction.
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Loughborough College
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United Kingdom
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Professional Training and Coaching
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300 - 400 Employee
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Enrolment Officer, Loughborough College
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Jul 2018 - Sep 2018
• Responsible for enrolment of new students. • Issue new students with individual timetable. • Welcome students and ensure they are familiar with the college and facilities. • Assist students who require learning support. • Responsible for enrolment of new students. • Issue new students with individual timetable. • Welcome students and ensure they are familiar with the college and facilities. • Assist students who require learning support.
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Education
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Aston University
BSc Economics, Economics -
Loughborough Grammar School