OEIC Dealer

• Oct 2018 - Present

Customer Operations Representative

• Feb 2018 - Oct 2018

Currently my role involves servicing workplace pension schemes within a telephony environment. Dealing with administrative and pension investment enquiries from customers/employers and financial advisers. I have sound skills and knowledge in pension regulation. Currently my role involves servicing workplace pension schemes within a telephony environment. Dealing with administrative and pension investment enquiries from customers/employers and financial advisers. I have sound skills and knowledge in pension regulation.

Market Dealer ACSI

• Nov 2013 - Jun 2017

I worked on a execution only trading desk dealing in uk and overseas equities, bonds, eurobonds and unit trusts. Voice trading directly with the Market on less liquid stocks or larger orders. Assisting clients with administrative duties on their online accounts (stock/cash transfers, up to date fund pricing, executing corporate actions requirements).Would attend soical events to build relationships with market makers and our clients. I worked on a execution only trading desk dealing in uk and overseas equities, bonds, eurobonds and unit trusts. Voice trading directly with the Market on less liquid stocks or larger orders. Assisting clients with administrative duties on their online accounts (stock/cash transfers, up to date fund pricing, executing corporate actions requirements).Would attend soical events to build relationships with market makers and our clients.