Paraplanner

• Jun 2021 - Present

Paraplanner

• Aug 2018 - May 2021

Client Service Support

• Jan 2016 - Apr 2018

Financial/Compliance Administrator

• Oct 2013 - Dec 2015

• General Reception Duties:- Greeting Clients- Answering phone calls- Booking appointments• Frequent use of Intelligent Office this includes: - Keeping Clients Information updated and correct- Inputting figures of commission and fees for advisors- Use of MI Reports (Sales and Income Reports)• Liaising with companies and clients to ensure documents are correct, up to date.• Company Renewal Consolidation Project- Complying with RDR Regulations- Drafting reports for each individual advisor within the company- Managing project to be organized, efficient and meet deadlines by delegating tasks and working within a team• Working within the Commission Department (Short-Term & Holiday Cover)- Ensuring advisors are receiving the correct amount of commission from providers - Allocating money to each adviser within the company- Balancing the total income of commission and fees received for the company as a whole to make sure all is correct and meeting targets.• Compliance - Producing New Business and KPI reports for advisers one to ones- Selecting File Reviews to be checked within compliance for all advisers within company.- Checking all remedial action has been completed on time and accurate.- Keeping advisers up to date with their SPS, Training and Annual Tests that are carried out within the company.- Updating Company Annual Reports for Board of Directors.• Investment Portfolios- Produce Investment Reports for clients showing funds they have with each provider, including Valuations and Increase and Decrease of funds within 6 Months or 1 Year.

Learning Disabilty Support Worker

• Apr 2012 - Aug 2013

• Providing basic day to day care for the service users• Maintain and safe environment for service users• Budgeting services users money• Ensuring all services users are given dignity, choice, respect and inclusion in the community and working in good practice i.e. confidentiality. • Providing basic day to day care for the service users• Maintain and safe environment for service users• Budgeting services users money• Ensuring all services users are given dignity, choice, respect and inclusion in the community and working in good practice i.e. confidentiality.

Nursery Assistant

• Jul 2010 - Oct 2011

• Provide physical and emotional care.• Assist in co-ordinating play for the children.• Maintain the environment in a child friendly manner• Maintaining toys and play equipment • Provide physical and emotional care.• Assist in co-ordinating play for the children.• Maintain the environment in a child friendly manner• Maintaining toys and play equipment

Waitress

• Mar 2009 - Jul 2010

• Greeting customers.• Presenting and explaining menus.• Taking food and drink orders.• Communicating orders to kitchen staff.• Delivering orders to customers.• Accepting payments and operating the cash register • Greeting customers.• Presenting and explaining menus.• Taking food and drink orders.• Communicating orders to kitchen staff.• Delivering orders to customers.• Accepting payments and operating the cash register