Experience

AMG Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Aug 2020 - Present



AMG Wealth Management

• Financial Services
• 1 - 100 Employee

• Trainee Paraplanner

  • Sep 2017 - Aug 2020



CRYSTAL CLEAR FINANCIAL PLANNING LIMITED

• Office Manager

  • Jul 2013 - Aug 2017

  My overall responsibility is to ensure that the office is running effectively and efficiently. Making sure that all office systems are working correctly and that all files are accessible to those who may need them. Duties include: • Organising meetings and ensuring that Directors are well prepared for them • Staff administration, including holiday and sickness tracking • Experience of managing a small team • Maintaining the proposed business register, ensuring that commissions are paid within specific timeframes and chasing any issues to ensure advisors receive payment • Producing documents, reports and graphs to monitor staff performance • Managing the marketing material and ensuring it is compliant with regulation Key skills: • Forward planning and team management • Good office management and computing skills • Self motivated with the ability to prioritise work effectively • Ability to motivate a team • Organisation Show less

• Sales Support Administrator

  • Oct 2012 - Jul 2013

  Duties included: • Organising meetings and ensuring that Directors are well prepared for them • Staff administration, including holiday and sickness tracking • Maintaining the proposed business register, ensuring that commissions are paid within specific timeframes and chasing any issues to ensure advisors receive payment