Operations Support Specialist

• Apr 2023 - Present

Founder

• Jul 2022 - Present

Platform side cafe serving up locally roasted specialty coffee, hot brews and artisan bakes to SE21’s commuters Platform side cafe serving up locally roasted specialty coffee, hot brews and artisan bakes to SE21’s commuters

Administrative Officer

• May 2021 - Dec 2022

Customer Service Representative

• Sep 2020 - May 2021

Volunteer Mentor Coordinator

• Dec 2020 - Apr 2021

Customer success

• Apr 2020 - Aug 2020

Customer success agent for this rapidly growing ecommerce business. Ensured customer satisfaction was high and enquiries were dealt with professionally and promptly. Focus on customer retention and encouraging loyalty. Customer success agent for this rapidly growing ecommerce business. Ensured customer satisfaction was high and enquiries were dealt with professionally and promptly. Focus on customer retention and encouraging loyalty.

Financial Paraplanner

• Jan 2019 - Mar 2020

Supporting Financial Advisers in their delivery of Financial Advice to existing and new customers. Providing technical support to stakeholders in the business, including customer support, marketing, compliance teams. Guiding and assisting customers through their financial life decisions. Content writing for the nutmegonomics blog, press articles and social media.

Customer Support Representative

• Jan 2018 - Dec 2018

Project Support Coordinator

• May 2017 - Jan 2018

Thoroughly loved my time with Leonard Cheshire in supporting adults and young people living with Disabilities and seeing how employment and technology based initiatives and projects can be set and implemented, and the quality and impact measured qualitatively and quantitatively on changing lives. The team are truly amazing in the contribution they make, and the clients of the LCD services are inspiring. Thoroughly loved my time with Leonard Cheshire in supporting adults and young people living with Disabilities and seeing how employment and technology based initiatives and projects can be set and implemented, and the quality and impact measured qualitatively and quantitatively on changing lives. The team are truly amazing in the contribution they make, and the clients of the LCD services are inspiring.

Investment Manager

• Apr 2014 - Dec 2016

Discretionary portfolio management for personal and pension clients, via tax efficient wrappers including ISAs, SIPPs, Corporate registered pension funds, Junior ISAs, and trusts including those with charitable distributions. Specialised in direct and fund based UK and International equities, fixed interest and multi-asset allocations. Managed funds in excess of £80 million of client assets in a range of risk weighted investment mandates and bespoke strategies. Discretionary portfolio management for personal and pension clients, via tax efficient wrappers including ISAs, SIPPs, Corporate registered pension funds, Junior ISAs, and trusts including those with charitable distributions. Specialised in direct and fund based UK and International equities, fixed interest and multi-asset allocations. Managed funds in excess of £80 million of client assets in a range of risk weighted investment mandates and bespoke strategies.

Private Client Manager

• Oct 2008 - Apr 2014

Supporting an Executive and Private Client Director in managing client relationships and investment portfolios for the largest discretionary client base by FUM and volume of portfolios within the firm. I was also the senior team member so ensuring new team members were suitably trained, and in providing guidance and knowledge to more junior members. We managed the majority of portfolios with a direct investment strategy in UK equities, FTSE 100, small and mid cap, and AIM investments, fixed interest directly and via funds, cash management, forex, and money market contracts. Show less

Securities Relationship Management Administrator

• Jul 2006 - Oct 2008

Custody Administration - Free of Payment Transactions via custodian and their network, Dematerialising and Materialising of stock. Liaison with Transfer Agents to ensure prompt settlement of stock transfers, and resolution of preventative issues.Stocks & Share ISA Administration for Bank clients including tax year subscriptions, transfers in and out, and closures, communication with front office, and HMRC regulatory reporting.

Retail Salesperson

• Jan 2003 - Jul 2006

Provided office administration support, investigated Invoicing enquiries, Retail and B2B sales of Business Stationary and Print. Provided office administration support, investigated Invoicing enquiries, Retail and B2B sales of Business Stationary and Print.