Joshua Frampton

IFA Administrator at Berkshire IFA Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Reading Area, GB

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Bio

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5.0

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Apollonia Georgiou - Stringer

Josh is an extremely dedicated and hardworking individual, his ability to lead a group and take responsibility to delegate tasks to those involved is impressive.

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Credentials

  • BMC Getting Started on the Terminal
    Bloomberg LP
    Dec, 2019
    - Nov, 2024
  • BMC Portfolio Management
    Bloomberg LP
    Dec, 2019
    - Nov, 2024
  • BMC's Core Concepts Course
    Bloomberg LP
    Dec, 2019
    - Nov, 2024

Experience

  • Berkshire IFA Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • IFA Administrator
      • Oct 2022 - Present

      Working in collaboration with Senior Administrators and on occasion, Financial Advisers as well asother colleagues, including the Paraplanning team, assisting with the administration of all client matters which facilitatethe production of suitability reports, annual reviews and client sign ups. This includespreparing and maintaining client records, data gathering and occasionally application formpreparation and submission, ahead of first meetings with advisors and ensuring FCA compliance at every stage.

  • Hotel Chocolat
    • United Kingdom
    • Retail
    • 700 & Above Employee
    • Retail Sales Assistant
      • Aug 2019 - Aug 2021

      Worked in a small team selling luxury goods in a customer facing role for two years. During my time in this role I was keyholder trained, allowing for handling of the day's takings as well as training staff and opening/closing the store. I offered a service tailored each guest as an individual to maintain the lofty standards of a luxury store whilst working seamlessly with the rest of the team in order to meet the time constraints which came about from working in a fast paced environment, as guests were very limited in time due to being based in a train station. Since finishing here I have been back to help out during extremely busy periods like Christmas and Easter.

  • Sweco
    • Sweden
    • Professional Services
    • 700 & Above Employee
    • Shadowing the Operations Director (Work Experience)
      • Jul 2016 - Jul 2016

      A week-long work placement at an engineering consultancy company named Sweco. This time was spent learning computer aided design and shadowing the Operations Director, learning about supply chains and how a multinational company must act in order to be successful. During this time I also worked as part of a team drawing schematics using AutoDesk AutoCAD and helped present them directly to clients A week-long work placement at an engineering consultancy company named Sweco. This time was spent learning computer aided design and shadowing the Operations Director, learning about supply chains and how a multinational company must act in order to be successful. During this time I also worked as part of a team drawing schematics using AutoDesk AutoCAD and helped present them directly to clients

  • Sky
    • United Kingdom
    • Broadcast Media Production and Distribution
    • 700 & Above Employee
    • Sky Academy Attendee
      • Apr 2016 - Apr 2016

      An experience day at the Sky Osterley headquarters working in a team setting in an exercise to plan a large scale event. I was able to take the role of the project manager and as such helped with the division of tasks between each member, lending my assistance whenever necessary. Alongside being the project manager, I was mainly involved with the budgeting for the project and pitching our ideas to the leaders of the group work task. An experience day at the Sky Osterley headquarters working in a team setting in an exercise to plan a large scale event. I was able to take the role of the project manager and as such helped with the division of tasks between each member, lending my assistance whenever necessary. Alongside being the project manager, I was mainly involved with the budgeting for the project and pitching our ideas to the leaders of the group work task.

Education

  • University of Portsmouth
    Economics Finance and Banking BSc (Hons), Accounting and Finance
    2018 - 2022

Community

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