Experience

Professional Practice Services

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Mar 2019 - Present

• Financial Services Administrator

  • May 2017 - Mar 2019



AFH Wealth Management

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Investment Operations / Dealing Administrator

  • Jun 2016 - May 2017

  My main roles are to deal with all new money that comes into the business, making sure this is invested into the correct portfolios. I also deal with advisory clients investment instructions, trading on over 10 different investment providers for example Fidelity , AXA elevate and Nucleus. I also deal with any investment queries for example Bed & ISA's and sell down requests.

• Client Reporting Administrator

  • Dec 2014 - Jun 2016

  My main duties entailed collecting clients data for example valuations, transaction details and other information needed to compile a report for the clients. This also involved making sure the correct investment recommendations were attached to the clients reports. This meant calling different investment providers collecting the correct fund lists and any other information needed to complete the investment recommendations.


Gemporia Ltd (formerly The Genuine Gemstone Company)
• United Kingdom
• Retail
• 1 - 100 Employee
• Customer Service Operator

  • Jun 2012 - Nov 2014

Higgs LTD/ Transport Company
• Administrator

  • Oct 2011 - Jun 2012

ANGE Football club
• Football Player

  • Jul 2010 - Oct 2011

Cheltenham Town FC
• Norway
• Football Player

  • Jun 2008 - Jul 2010