Experience

WB Wealth Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Practice Manager

  • Feb 2023 - Present

• Executive Assistant, WB Wealth Ltd

  • Oct 2019 - Present

• Client Relationship and Events Manager

  • May 2019 - Oct 2019

• Executive Assistant and Events Manager for WB Wealth Ltd

  • Oct 2018 - May 2019

• Client Relationship Manager, WB Wealth Ltd, Partner Practise of St. James’s Place Wealth Management

  • Jan 2018 - Oct 2018

• Executive Assistant, WB Wealth, Partner Practise of St.James’s Place Wealth Management

  • Jan 2016 - Jan 2018

  St. James's Place is one of the UK's leading wealth management organisations, managing client funds of £58.6 billion. The company was founded in 1991 by Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and today through its Partnership provides reliable and expert advice in all aspects of wealth management. As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with an award winning FTSE 100 company. Show less


WB Wealth Management
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Executive Assistant

  • Jan 2016 - Present


Cabinet Office

• United Kingdom
• Government Administration
• 700 & Above Employee

• Office Manager and Administrative Officer for Prime Minister’s National Security Adviser

  • Jan 2015 - Jan 2016

  - Dealt with internal and external suppliers for various office duties;-Managed process of drafting, dictating and finalising notes from the Permanent Secretary to Ministers and the highest senior stakeholders in government and Whitehall;-Set up and organised specific small group meetings; booking rooms & setting up VTCs with other international posts;-Managed corporate credit card usage and finances; following up and chasing invoices, creating purchase orders, and ensuring all necessary payments had been received;-Maintained effective running of all telephone and IT equipment in the office and following up on problems;-Provided executive administrative responsibilities for a high level Ministerial Government Committee - preparing and arranging the meetings; communicating with a wide range of senior officials, private offices and contacts cross-Whitehall and cross-Civil Service on a weekly basis. Show less

• Personal Assistant to Director, Foreign Policy

  • May 2012 - Dec 2014

  - Managed busy and complex diary on a daily basis;- Arranged meetings, booked UK and international travel, organised international visas; -Provided ad hoc policy support to policy officers for state visits and ministerial briefs; large scale staff review of the Foreign Policy Team and restructure;-Covered wide range of corporate roles including fire marshal, business continuity, and two office moves; - Provided ad hoc administrative support to Deputy Director.

• Assistant Private Secretary to Deputy National Security Adviser, Foreign Policy

  • Sep 2011 - May 2012

  - Organised large scale Director General and Director meetings;-Prepared papers for meetings, managing the diary;-Looked after the Director General’s expenses/finances; -Drafted records and letters to key stakeholders at senior official and ministerial level;-Arranged national and international travel.

• Team Assistant and PA, Human Resources

  • May 2010 - Sep 2011


H&M
• Belgium
• Construction
• Sales and Visual Merchandising

  • May 2007 - May 2010