Experience

Lewis Brownlee Financial Services Limited

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Sep 2019 - Present



Radcliffe and Company

• Australia
• Insurance

• Paraplanner

  • Mar 2018 - Aug 2019



COUTTS & COMPANY

• Banking
• 1 - 100 Employee

• Assistant, Wealth Manager

  • Dec 2014 - Mar 2018

  Providing vital support to a Wealth Manager in every aspect of his role managing a portfolio in excess of £120 Million. I am continuously recognised for my high standard contributions with suitability report writing and my attention to detail. Attend client meetings regularly and client onboarding.



Career break, looking after my two young children

• Career break

  • Jan 2013 - Dec 2014



Old Mutual Wealth UK

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Business Consultant

  • Apr 2010 - Jan 2013

  Managing and ensuring an ongoing profitable relationship with a panel of IFA firms. This included promoting Old Mutual Wealth’s complete product range, inclusive of investment platform/WRAP, pension, protection and offshore investments. This also involved Old Mutual’s Asset Management’s investment funds.



Aviva UK

• United Kingdom
• Banking

• Trading underwriter

  • 2007 - 2009

• Client Manager

  • 2005 - 2007