Experience

Richard Stalley Associates

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Mar 2022 - Present

  Duties and responsibilities: - Mentoring/training/support of paraplanners and administration staff - Act as a focal point for technical enquiries from Adviser and other team members - Support the Financial Planners with investment and product market research and analysis to meet client needs and objectives - Prepare Financial Plans and Suitability Reports for cases of varying complexity - Run Cashflow models for clients - Tax calculations - Prepare and collate documentation to support the recommendation and justify the provider and product recommended - Assist with client meetings, follow up any actions required - Manage own workflows and tasks - Oversee implementation of recommendations - Maintaining required professional and technical knowledge standards and expertise, especially all legislative and regulatory requirements - Process improvements: review, enhance, and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team Show less



OneWorld Education UK

• United Kingdom
• Education Administration Programs
• 1 - 100 Employee

• Homestay Coordinator

  • Feb 2018 - Feb 2020

  - Recruit and look after host families, including booking appointments, planning and arranging home visits - All administrative duties including call and email duties, managing and maintaining host family database, applying and processing DBS applications - Producing promotion material and forming communication strategy for homestay - Key contact for hosts, clients, and schools - Handling complaints - Main contact for Crisis Management when Covid started at the beginning of 2020 - Recruit and look after host families, including booking appointments, planning and arranging home visits - All administrative duties including call and email duties, managing and maintaining host family database, applying and processing DBS applications - Producing promotion material and forming communication strategy for homestay - Key contact for hosts, clients, and schools - Handling complaints - Main contact for Crisis Management when Covid started at the beginning of 2020



XZ Language Consultancy

• Poole, Poole, United Kingdom

• Owner

  • May 2017 - Feb 2020

  - Data analysis and market research (for a publishing company) - Communication support - Translation support - Data analysis and market research (for a publishing company) - Communication support - Translation support



Chinese market consultant and language specialist

• Bournemouth, United Kingdom

• Chinese market consultant and language specialist

  • Oct 2011 - May 2017

  Chinese Market consultancy • Provide inside information about Chinese culture and businesses environment • Manufactory match, this include the initial meeting to find out clients’ needs, organise the search for best suited factory, quality and prices, as well as arranging the delivery of the chosen factory’s samples • Acting as an intermediary between client and manufactory, providing language supports for all the business needs • Very reliable associates based in China with over 25 years imports and exports expriences to ensure all the searches are done effectively and efficiently, with the added bonus of local knowledge • Can assist to deliver ordered goods from China to a designated UK port or customs Language specialist and support • Native Chinese translator /interpreter • Translation, proofreading and interpreting between Mandarin and English • Checking and editing translated material/documents Chinese language tuition • Chinese (Mandarin) tuition for all levels • For business or pleasure • Flexible methods, time and location Show less



Self-Employed in Chinese language tuition

• Private language tutor

  • Apr 2015 - Sep 2016

  Private Chinese language tuition for Chinese (Mandarin) GCSE and A-level. Private Chinese language tuition for Chinese (Mandarin) GCSE and A-level.



Bournemouth Chinese School

• United Kingdom
• Education Administration Programs

• Mandarin Teacher

  • Aug 2014 - Apr 2015



Debenhams

• United Kingdom
• Retail
• 700 & Above Employee

• Retail Supervisor

  • 2008 - Dec 2010

• Retail Salesperson

  • Oct 2006 - 2008