Chartered Financial Planner

• Nov 2018 - Present

Assistant Financial Planner

• Jan 2018 - Oct 2018

Paraplanner

• Aug 2016 - Dec 2017

My role was to liaise with the Financial adviser and prepare recommendations for both new and existing clients. I also prepared client files and helped implement recommendations.

Client Account Manager

• Nov 2015 - Jul 2016

As a client account manager, I was responsible for the administrative duties relating to both retail and corporate clients. This involved creating annual valuation reviews as well as dealing with day-to-day tasks to ensure that any client transaction was as efficient as possible.

Sales Support Administrator

• Jun 2015 - Oct 2015

My role was to provide Sales Support for Auto Enrolment clients. This included helping with payroll queries, setting up schemes with providers, drafting reports for clients and helping with administrating Auto Enrolment Schemes.

Pension Consultant

• Sep 2014 - Jun 2015

My role involved carrying out administrative tasks for SIPP, Group SIPPs, Syndicated SIPPs and SSAS as well as consultancy on administration issues. I worked closely with IFAs and clients directly to ensure that the Schemes were administrated according to the laws and regulations. I built up a good working relationship with IFAs and clients. My tasks included Annual Administration requirements such as Pension Scheme Returns, VAT Returns, SMPIs, Annual Reviews, Annual Invoices as well as dealing with day to day inquiries. Show less

Assistant

• Aug 2013 - Aug 2013

I had the opportunity to learn about the inner workings of a bank branch, on a day-to-day basis, including Retail, Private and Business banking. I helped with day-today tasks such as balancing the books, as well as sitting in client meetings with the Private Banking Manager and Customer Adviser. I had the opportunity to learn about the inner workings of a bank branch, on a day-to-day basis, including Retail, Private and Business banking. I helped with day-today tasks such as balancing the books, as well as sitting in client meetings with the Private Banking Manager and Customer Adviser.

MySim Intern

• Mar 2012 - Apr 2012

MySim, a marketing agency, I had the opportunity to work on projects for Dell Alienware, Intel Ultrabooks and Asus. I created English language publications including leaflets and presentations. I attended events such as Intel Ultrabook launch in Beijing and gaming events, where I networked with various business people. MySim, a marketing agency, I had the opportunity to work on projects for Dell Alienware, Intel Ultrabooks and Asus. I created English language publications including leaflets and presentations. I attended events such as Intel Ultrabook launch in Beijing and gaming events, where I networked with various business people.