Joe Spicer

Independent Financial Advisor at Timothy James & Partners Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK
Languages
  • Spanish Elementary proficiency

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Independent Financial Advisor
      • Oct 2022 - Present

    • Finance Executive
      • Oct 2018 - Nov 2022

    • Finance Administrator
      • Oct 2015 - Oct 2018

    • Club Secretary
      • Jun 2013 - Jul 2015

      Interacting with club members to gage their wants; liaising with social secretaries of other clubs across Hampshire as well as societies within the university; required to organise independent and mixed club social events including dinners and recreational sports tournaments; communicating event information and encouraging participation/attendance amongst wider audience in order to ensure event success; manager of funds throughout the club. Interacting with club members to gage their wants; liaising with social secretaries of other clubs across Hampshire as well as societies within the university; required to organise independent and mixed club social events including dinners and recreational sports tournaments; communicating event information and encouraging participation/attendance amongst wider audience in order to ensure event success; manager of funds throughout the club.

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Work Experience
      • Aug 2014 - Sep 2014

      Enhanced my knowledge on Capital Markets, Operations and Project Management. Was given the opportunity to shadow consultants at a Tier 1 bank and gain insight into financial regulations. Was also involved in working as a team to produce an informative presentation to Senior Management. Enhanced my knowledge on Capital Markets, Operations and Project Management. Was given the opportunity to shadow consultants at a Tier 1 bank and gain insight into financial regulations. Was also involved in working as a team to produce an informative presentation to Senior Management.

    • United Kingdom
    • Oil and Gas
    • 700 & Above Employee
    • Work Experience
      • Jun 2014 - Jun 2014

      Spent one week shadowing both physical and paper traders, dealing mainly with futures. Briefly spent time shadowing marketing team. Spent one week shadowing both physical and paper traders, dealing mainly with futures. Briefly spent time shadowing marketing team.

    • United Kingdom
    • Furniture and Home Furnishings Manufacturing
    • 1 - 100 Employee
    • Sales Assistant and Stock Room Coordinator
      • Jul 2010 - Sep 2012

      Dealings with small orders from individual customers as well as large orders from firms.Involved with communication face to face, via telephone and via email. In charge of constant changing of the warehouse layout in order to create most efficient outcome. Dealings with small orders from individual customers as well as large orders from firms.Involved with communication face to face, via telephone and via email. In charge of constant changing of the warehouse layout in order to create most efficient outcome.

    • Insurance
    • 1 - 100 Employee
    • Work Experience
      • May 2010 - Jun 2010

      Work experience with a broking team specialising in the insurance of boats. Spending two weeks shadowing and assisting brokers as well as assisting with account management via the use of microsoft excel. Work experience with a broking team specialising in the insurance of boats. Spending two weeks shadowing and assisting brokers as well as assisting with account management via the use of microsoft excel.

Education

  • University of Southampton
    Bachelor of Science (BSc), 2:1, Economics
    2012 - 2015
  • Eltham College
    High School
    2005 - 2012
  • Chartered Insurance Institute
    Dip, Regulated Financial Planning
    2015 -

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