Joe Spicer
Independent Financial Advisor at Timothy James & Partners Ltd- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Spanish Elementary proficiency
Topline Score
Bio
Experience
-
Timothy James & Partners Ltd
-
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.
-
-
-
JDX Consulting
-
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.
-
-
-
Shell
-
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.
-
-
-
Ideal Furniture Limited
-
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.
-
-
-
Howe Maxted Group Ltd
-
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 -
Eltham College
High School -
Chartered Insurance Institute
Dip, Regulated Financial Planning