Experience

Trackman

• Denmark
• Spectator Sports
• 400 - 500 Employee

• Sales Business Development

  • Sep 2022 - Present



Legacy Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Finance Administrator

  • Aug 2020 - Jan 2023

  Finance Assistant to Managing Director. Providing first class service to our clients at Legacy Wealth Management. With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth management services. Legacy provide comprehensive financial planning with an unsurpassed level of personal care to both private individuals, families and businesses seeking to actualise their aspirations. Legacy draws on their empathetic and expert team of trusted advisers and extensive support team, to partner with and proactively anticipate client needs to maximise their success into a trusted strategy for generations to come. Due to increasing demand for tailored, high quality service from its clients across all areas of life and wealth, Legacy has launched and provides two flagship services – Legacy Lifetime and Legacy Business. Legacy Lifetime serves high net worth private clients, combining financial planning with investment and risk management to seek more than just a return on investment, but to see an individual’s life return a legacy. Backed by Legacy’s bespoke, revolutionary investment philosophy – Legacy Lifetime methodically combines expert financial organisation, investment, accountability, objectivity, proactivity, education, and partnership to deliver lasting success for individuals who want to turn their hard work into a heritage. Legacy Business serves local businesses, entrepreneurs and directors in offering a completely integrated client solution with a full range of corporate financial services covering group risk management, workplace pensions, financial planning and employee engagement. Legacy takes pride in establishing life-long relationships with their clients that often span generations of family and business. If you’d like to take the first step in turning your life into a legacy, we’d love to hear from you. Show less



FINLAY WEALTH MANAGEMENT LLP

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Personal Assistant

  • Feb 2020 - Aug 2020

  Personal Assistant and Trainee Paraplanner Personal Assistant and Trainee Paraplanner



IOF Legacy

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Research Analyst

  • Apr 2019 - Feb 2020

  Working closely with the financial planner, client and client liaison to provide an excellent level of service and care to our clients. Duties include reviewing KYC packs to ensure all relevant information and data is held, production of cash flow modelling and cash flow planning reports, creating Modeller reports and Synaptics reports. Production of client specific illustrations and preparation of application packs to issue to clients. • Analyze financial information obtained from clients to determine appropriate strategy implementation and provide commentary on allocation and investment selection Show less



Precise Protect

• United Kingdom
• Insurance
• 100 - 200 Employee

• Mortgage and protection administrator

  • Apr 2017 - Apr 2019

  • Responsible for delivering a fast and efficient service throughout the entire protection process • Responsible point of contact for enquiries from clients, advisers and providers and managing business pipeline • Developing and maintaining robust working relationships with customers, providers and advisers • Effective time management and prioritising of workload and ensuring deadlines are kept • Responsible for delivering a fast and efficient service throughout the entire protection process • Responsible point of contact for enquiries from clients, advisers and providers and managing business pipeline • Developing and maintaining robust working relationships with customers, providers and advisers • Effective time management and prioritising of workload and ensuring deadlines are kept