New Business & Advisory Support Administrator

• Mar 2021 - Present

Support Worker

• Oct 2019 - Mar 2021

Trainee Paraplanner

• Jul 2018 - Oct 2019

• Working in collaboration with Financial Planners, Senior Planners and Administrators • Dealing with client queries through excellent communication. • Fund research and management • Collecting client information • Assisting in identifying areas for planning • Creating Suitability Reports for approval by Financial Planners • Liasing with product providers ** Passed the RO1 Exam for the CII Diploma in Regulated Financial Planning ** • Working in collaboration with Financial Planners, Senior Planners and Administrators • Dealing with client queries through excellent communication. • Fund research and management • Collecting client information • Assisting in identifying areas for planning • Creating Suitability Reports for approval by Financial Planners • Liasing with product providers ** Passed the RO1 Exam for the CII Diploma in Regulated Financial Planning **

Multiskilled Advisor

• Feb 2017 - Sep 2017

•Taking and logging incoming calls • Outbound calls to external companies & tenants •Booking in house repairs and client appointments •Being attentive to customer needs, making sure they are satisfied with the service •Logging details of new tenants onto the system •Making sure all KPI's are met •Taking and logging incoming calls • Outbound calls to external companies & tenants •Booking in house repairs and client appointments •Being attentive to customer needs, making sure they are satisfied with the service •Logging details of new tenants onto the system •Making sure all KPI's are met

Cashier/ Hospitality Assistant

• Oct 2014 - Sep 2016

• Ensuring a high standard of service is delivered at all times, making sure customers want to return again. • Assisting in stock taking at the beginning of the day. • Dispensing drinks correctly and conforming to current licensing laws. • Cashing up my till at the end of the shift. Skills and achievements: • Improved organisation skills through staying on top of tasks while multitasking • Increased awareness of health and safety through exercising good hygiene when preparing/serving • Developed strong interpersonal skills by being an effective team player and providing good customer service Show less

General Assistant

• May 2013 - Sep 2014

• Ensuring stock levels are maintained and restocking as needed, while making sure stock is rotated. • Dealing with customer queries and resolving them to the best of my ability. • Working on the tills, scanning items through quickly and taking payment for goods. Skills and achievements: • Awarded ‘Star of the Week’ on my first week for being highly focused and being a fast learner. • Developed the ability to deal with complaints and difficult situations. • Understood the importance of implementing good customer service and customer focus Show less

Customer Assistant

• Jul 2012 - Dec 2012

• Ensuring stock levels are maintained and restocking as needed, while making sure stock is rotated. • Dealing with customer queries and resolving them to the best of my ability. • Working on the tills, scanning items through quickly and taking payment for goods. Skills and achievements: • Flexible work schedule allowed me to gain strong time management skills. • Experience handling cash, debit and credit card transactions. • Developed problem solving skills, through dealing with difficult customers Show less