Experience

Plutus Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Administrator

  • Nov 2021 - Present



Pocock Rutherford & Co

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Planning Assistant

  • Jul 2019 - Nov 2021

  - Work alongside the Director- Prepare meeting packs for advisers- Write various suitability reports - Manage small team workload- Manage Director’s appointments and emails- Prepare letters of authority- Gather plan information- Assist other team members - Assist in training new employees - Liaise with clients via email and telephone- Execute administrative tasks- Proficient in the use of Intelligent Office and CashCalc - Work alongside the Director- Prepare meeting packs for advisers- Write various suitability reports - Manage small team workload- Manage Director’s appointments and emails- Prepare letters of authority- Gather plan information- Assist other team members - Assist in training new employees - Liaise with clients via email and telephone- Execute administrative tasks- Proficient in the use of Intelligent Office and CashCalc



FCAS Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Creditor Liaison

  • Nov 2018 - Jul 2019

  - create and send invoices to client- liaise with creditors- input data onto internal system- input, amend and monitor report - create and send invoices to client- liaise with creditors- input data onto internal system- input, amend and monitor report

• Administrator

  • Nov 2017 - Aug 2018

  - Prepare office utilities - Open and sort all Mail - Scan and organise documents- Update system when needed - Keep up to date on all stationary stock- Tidy the office - Prepare office utilities - Open and sort all Mail - Scan and organise documents- Update system when needed - Keep up to date on all stationary stock- Tidy the office



Hannah London Hair & Medispa

• Nail Artist

  • May 2017 - Jul 2017

  Main duties: Meet and greet clients, respond to emails and phone calls, opening of the salon, provide nail treatments, clean the salon, social media updates, provide refreshments, calculate staff hours. Main duties: Meet and greet clients, respond to emails and phone calls, opening of the salon, provide nail treatments, clean the salon, social media updates, provide refreshments, calculate staff hours.



Buckingham Futures

• United Kingdom
• Staffing and Recruiting
• 1 - 100 Employee

• Trainee Recruitment Consultant

  • Mar 2017 - Apr 2017

  Duties:- Generating new business through business development- Producing adverts for job opportunities and attract candidates- Screening CV’s- Interviewing and prepping candidates for job opportunities- Maintaining successful client relationships- Hitting/surpassing targets to earn commission- Obtain client feedback- Build great, long-lasting relationships with clients and candidates, understandingneeds- Research and map the market- Identify leads and other business development tasks- Negotiate offers and close deals- Assist with administration support, data input and filing.Behaviours, education and skills required:- Exceptional communication skills (well spoken, well pronounced and articulate)Extremely ambitious- Competitive flair (our clients love sporty individuals who have competed at a highlevel)- Extremely organised, able to multi-task with a fantastic memory and good attention to detail- Ability to meet and exceed all productivity targets, thriving in a pressurised fastpaced environment- The ability to problem solve and take accountability, remaining calm underpressure- IT literate and proficient in the use of the Internet, Social MediaChannels, Microsoft Word and Excel (intermediate : advanced).



Mark Glenn Hair Enhancement

• Hair Extension Technician

  • Apr 2015 - Feb 2017



Friends Hairdressing

• United Kingdom
• Individual and Family Services

• Apprentice Hairdresser

  • Jan 2014 - Feb 2015