Thomas Partridge
Investment Operations at Wise Investment- Claim this Profile
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Bio
Credentials
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Investment Management Certificate (IMC)
CFA UKNov, 2022- Oct, 2024 -
Diploma in Regulated Financial Planning
Chartered Insurance InstituteMar, 2021- Oct, 2024
Experience
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Wise Investment
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Investment Management
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1 - 100 Employee
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Investment Operations
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Jan 2022 - Present
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Paraplanner
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Jun 2017 - Dec 2021
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Herbert Smith Freehills
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United Kingdom
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Law Practice
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700 & Above Employee
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Service Center Assistant
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Jan 2016 - Jul 2016
While Travelling Australia I spent 6 months working at Herbert Smith Freehills (Melbourne), one of the world’s leading law firms. My main responsibilities listed below required me to be well presented, have excellent communication skill and be able to work effectively in a team as well as independently. • Organisation and recording a large number of incoming and outgoing couriers and post items to be delivered around the world, within specified time periods. • Ensuring all courier invoices are accounted for and following up any outstanding deliveries • Acting as day to day point of liaison with the facilities contract partners • Working with facility management contract partners to develop and upkeep site processes • Ordering & monitoring stationary • Meeting & greeting visitors & internal customers, welcoming them & ensuring any queries are dealt with and visitors are signed in & given a pass • To undertake occasional duties outside the normal routine but within the scope of the position and the departments activities Show less
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Atherton Bailey
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United Kingdom
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Accounting
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1 - 100 Employee
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Insolvency Administrator
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Aug 2013 - Aug 2014
During my placement with Atherton Bailey, I worked on a large variety of tasks within the Ascot office. I developed commercial awareness and improved key skills such as problem solving and decision making. My main responsibilities included: • Working on a large number of insolvency appointments including Bankruptcies, Individual Voluntary Arrangements, Administrations, Creditors Voluntary Liquidations and Members Voluntary Liquidations from appointment to closure. • Asset investigation, dealing with contentious issues and undertaking statutory duties to ensure compliance with insolvency legislation. • Liaising with creditors, employees, solicitors, banks and agents on a daily basis and resolving any queries that they may have and issuing regular progress reports. • Making sure that all of the statutory deadlines were met and to a high standard. • Analysing WIP and advising the partners on billing and write off opportunities. • Account reconciliation, VAT returns and calculating dividend payment. • Client development, making contacts in relevant sectors through attending events with solicitors, agents and bankers. Show less
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fullers brewery (Kings head)
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Guildford, United Kingdom
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Kitchen Assistant
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Jul 2012 - Sep 2012
During my studies I worked as a Kitchen Assistant where some of my responsibilities include: • Prepare the dining area which may include moving and setting up furniture, setting trolleys and the cleaning and dismantling of these as required. • Prepare the service area, hot cupboards and other equipment in the dining center for the efficient and effective service of the meal. • Assist in the preparation of cooking and serving food and beverages. • Serve food appropriately, under the direction of the Kitchen Manager. • Wash dishes, cutlery, tumblers, jugs, serving utensils, containers, tables and all other catering equipment in the dining centre. • Clean, on a daily basis, all catering areas to the required standard. • Work at all times in accordance with Health & Safety and Food Hygiene Regulations standards. • Undergo training, as required. • Inform the Kitchen Manager of any defects in equipment or of premises not meeting Health & Safety and/or Food Hygiene Regulations standards. • To undertake such other related duties as are required to ensure the dining area and the kitchen are in a clean and hygienic condition and that the food service is efficient and effective. • To undertake any other duties that may be required for the effective operation of the catering establishment. Show less
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The Burstead Golf Club Limited
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United Kingdom
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Spectator Sports
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1 - 100 Employee
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Kitchen Porter
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Nov 2008 - Sep 2011
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Stock Tennis Club
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Stock
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Assistant Tennis Coach
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Jan 2007 - Jan 2008
As part of my Duke of Edinburgh Award I assisted with the children's coaching sessions at my local tennis club where my main responsibilities included: • Supporting the Head Coach in carrying out tennis lessons. • Leading a variety of fun games and drills. • Mentor, motivate and encourage participants; discipline inappropriate behaviour. • Liaise between Head Coach, Coordinator, participants and parents. • Monitor participants’ attendance and progress. Show less
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Education
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University of Surrey
Business Management Bsc, Business Administration and Management, General