Experience

Depledge Strategic Wealth Management Ltd

• Trainee Paraplanner / Advisor

  • Jul 2019 - Present

  • Preparing packs for clients in good time for meetings, including compliance documents, valuation and review letters• Processing new business, dealing with client policy enquiries and updating the back-office client database• Requesting information from product providers, including general client queries, new business illustrations and online valuations• Consider current and future asset allocation for investment strategy with regard to the client’s risk profile & lifetime cash… • Preparing packs for clients in good time for meetings, including compliance documents, valuation and review letters• Processing new business, dealing with client policy enquiries and updating the back-office client database• Requesting information from product providers, including general client queries, new business illustrations and online valuations• Consider current and future asset allocation for investment strategy with regard to the client’s risk profile & lifetime cash flow• Creation and maintenance of clients' cash flow forecasts/balance sheets• Preparation of presentations for client meetings and reviews• Transacting client investments • Collation and maintenance of information and documents required to support the advice team in providing compliant advice Show more Show less



AmeriCamp

• Campus Manager

  • Sep 2017 - Jul 2019

  • Deliver results and be passionate about what I do whilst letting that show to clients. • Screening prospective candidates and accessing suitability onto the program.• Providing detailed information about the process of working in America and attaining student and work visa's.• Increasing the awareness and popularity of the service by sharing personal experience of working in America.• Writing detailed reports on candidates to make them more employable to camps in the USA.



Invasion

• Representative

  • Sep 2017 - Jul 2019

  • Ambassador for Invasion using public speaking skills for promoting and advertising the company• Liaising with a varied group of clients, to ensure safe and informed travel across Europe • Organising and hosting welcome meetings for up to 100 Guest • Selling and organising excursions and other activities • Handling client issues, such as lost luggage or passports, problems with rooms, health problems and injuries • Dealing with unforeseen 'non-client' problems, like flight… • Ambassador for Invasion using public speaking skills for promoting and advertising the company• Liaising with a varied group of clients, to ensure safe and informed travel across Europe • Organising and hosting welcome meetings for up to 100 Guest • Selling and organising excursions and other activities • Handling client issues, such as lost luggage or passports, problems with rooms, health problems and injuries • Dealing with unforeseen 'non-client' problems, like flight delays, transport strikes or weather conditions• Establishing and maintaining relationships with local hoteliers, apartment owners, excursion agents and travel companies• Gaining an in-depth knowledge of the resort and the local area in order to answer clients' questions• Checking hotel standards and safety procedures then relaying them to clients• Assisting in the support and training of new holiday representatives• Used strong communication skills to collaboratively inspire participation uptake onto activities. • Demonstrated integrity and honesty whilst interacting with guests, team members and owners Show more Show less



Manchester Metropolitan University (MMU) Students' Union

• Food And Beverage Assistant

  • Jun 2017 - Jul 2019

  • Managing high pressured situations while working collaboratively within a team. • Using time management and prioritisation skills established from previous work experience when doing stock takes.• Using Strong and effective communicating when working in a fast-paced sector with high targets• Consistently using initiative and motivation when working for quick customer satisfaction.• Meet sales targets and KPI’S set by management in new and creative ways



Tripp Lake Camp

• Administrative

  • Jun 2017 - Aug 2017

  • Oversaw daily office operations for 150 employees.• Communicated all information from Directors, staff and customers.• Scheduled meetings and phone calls with assistants and company Directors.• Oversaw all mailing operations. • Overseeing and approving purchases from employees and keeping a detailed logged file.• Facilitated and organised masses amounts of private and confidential data.• Ability to work efficiently and meet deadlines without compromising on accuracy… • Oversaw daily office operations for 150 employees.• Communicated all information from Directors, staff and customers.• Scheduled meetings and phone calls with assistants and company Directors.• Oversaw all mailing operations. • Overseeing and approving purchases from employees and keeping a detailed logged file.• Facilitated and organised masses amounts of private and confidential data.• Ability to work efficiently and meet deadlines without compromising on accuracy. • Extremely adaptable to working in new environments from moving to the states for three months. Show more Show less



Jobs4Students

• Student Ambassador

  • Sep 2016 - May 2017

  • Represented the Manchester Metropolitan university business schools accounting and finance department to new and prospective students.• Lead informational tours around the university to showcase the university and student life.• Supporting recruitments and admissions office is to ensure that the University can meet strategic targets and objectives relating to student recruitment, both in the short term and for the future. • Worked to enable prospective students to make informed… • Represented the Manchester Metropolitan university business schools accounting and finance department to new and prospective students.• Lead informational tours around the university to showcase the university and student life.• Supporting recruitments and admissions office is to ensure that the University can meet strategic targets and objectives relating to student recruitment, both in the short term and for the future. • Worked to enable prospective students to make informed decisions about progression to higher education.• Maintaining knowledge and awareness of the University and the facilities it has to offer.• Excellent communication skills and analytical skills from working with a wide variety of individuals Show more Show less