Experience

Raymond James Investment Services (Hitchin)

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Paraplanner

  • Sep 2021 - Present

  Supporting the Wealth Managers with the on-boarding of new clients; preparing and compiling financial analysis data and suitability reports; updating and maintaining model portfolio statistics; and supporting in the research of products to support recommendations. In addition to this, I'm also the Woww Officer! for Raymond James Hitchin - Acting as in-house coach to take the team to new heights and reach company objectives under the guidance of The Woww! By Design Development Programme. Supporting the Wealth Managers with the on-boarding of new clients; preparing and compiling financial analysis data and suitability reports; updating and maintaining model portfolio statistics; and supporting in the research of products to support recommendations. In addition to this, I'm also the Woww Officer! for Raymond James Hitchin - Acting as in-house coach to take the team to new heights and reach company objectives under the guidance of The Woww! By Design Development Programme.



Ichthyosis Support Group

• United Kingdom
• Non-profit Organizations
• 1 - 100 Employee

• Trustee Director

  • Apr 2017 - Apr 2019

  Our Vision The ISG is committed to the ongoing provision of an information network and support structure for sufferers and families affected by ichthyosis. Associated with that we need to create a greater awareness and understanding within the medical profession, and lobby for greater research into this distressing condition Our Vision The ISG is committed to the ongoing provision of an information network and support structure for sufferers and families affected by ichthyosis. Associated with that we need to create a greater awareness and understanding within the medical profession, and lobby for greater research into this distressing condition



North Hertfordshire District Council

• Community

  • May 2016 - Jan 2019

  Report-writing for improved standards and future commericalisation, whilst also taking on community projects of business planning, guidance and coaching Report-writing for improved standards and future commericalisation, whilst also taking on community projects of business planning, guidance and coaching



Laura Levy Life Coaching

• Professional Life Coach

  • Jul 2012 - Apr 2017

  Life coaching is a goal-oriented process of helping my clients to achieve their goals, however big or small. By taking my client's goals very seriously, I assist them to nurture their potential and remove obstacles that are standing in their way of what they really want. I am all about personal excellence and helping the best to become better, in the areas that they want, by the definitions that they want. Life coaching is a goal-oriented process of helping my clients to achieve their goals, however big or small. By taking my client's goals very seriously, I assist them to nurture their potential and remove obstacles that are standing in their way of what they really want. I am all about personal excellence and helping the best to become better, in the areas that they want, by the definitions that they want.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Premier Relationship Manager

  • Sep 2008 - Jul 2012

  Relationship management to a portfolio of high net-worth clients, firstly in Mayfair, then in Liverpool Street, London. As a qualified financial advisor (CeMAP and CeFA) and the face of HSBC to my portfolio of clients, I looked after their banking requirements and introduced relevant expertise to meet those needs.

• Mortgage Manager

  • Mar 2005 - Sep 2008