Hannah Hewitt

Client Services Administrator at Wise Investment
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Bournemouth Area, UK

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Bio

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Credentials

  • Financial Protection (R05)
    Chartered Insurance Institute
    Apr, 2023
    - Oct, 2024
  • Pensions and Retirement Planning (R04)
    Chartered Insurance Institute
    Dec, 2022
    - Oct, 2024
  • Personal Taxation (R03)
    Chartered Insurance Institute
    Aug, 2022
    - Oct, 2024
  • Investment Principles & Risk (R02)
    Chartered Insurance Institute
    Mar, 2022
    - Oct, 2024
  • Financial Services, Regulation and Ethics (R01)
    Chartered Insurance Institute
    Dec, 2021
    - Oct, 2024
  • Financial Services Products & Solutions (LP2)
    Chartered Insurance Institute
    Feb, 2020
    - Oct, 2024

Experience

  • Wise Investment
    • Investment Management
    • 1 - 100 Employee
    • Client Services Administrator
      • Aug 2022 - Present

  • Mazars
    • France
    • Accounting
    • 700 & Above Employee
    • Trainee Financial Planner
      • Sep 2021 - Jul 2022

  • St. James’s Place
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Industrial Year Placement Student
      • Jul 2019 - Aug 2020

      2 x 6 month Placements First 6 months spent in Corporate Strategy in the Market Insight team. Second 7 months spent in the Alternative Investments Team in Investment Management. 2 x 6 month Placements First 6 months spent in Corporate Strategy in the Market Insight team. Second 7 months spent in the Alternative Investments Team in Investment Management.

  • Loughborough Students' Sport
    • United Kingdom
    • Spectator Sports
    • 1 - 100 Employee
    • Social Secretary for Polo
      • Sep 2018 - Sep 2019

Education

  • Loughborough University
    Bachelor's degree
    2017 - 2021
  • St Peters Sixth Form
    A-Level
    2015 - 2017
  • St Peters School
    GCSE
    2012 - 2015

Community

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