Zoë Burt

Financial Content Specialist at Female Invest
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Contact Information
us****@****om
(386) 825-5501
Location
United Kingdom, UK
Languages
  • English Native or bilingual proficiency
  • Spanish Full professional proficiency
  • German Limited working proficiency
  • Italian Limited working proficiency
  • French Full professional proficiency

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Bio

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5.0

/5.0
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Salvatore Bruno

Zoe and her team provided me with a great support and helped me to solve without fuss an issue involving the bureaucracy of two different countries. Her communication and updates have always been clear and concise.

Carlo Fanara

Zoë is a very efficient and responsive advisor, open to listen to your questions and to provide advice on finance as well as her valuable opinions on more general market trends. She had the difficult task of convincing me As the successor of the previous advisor I was very happy with, and she made it. I had a few advisors and she’s definitely among my favourites as I have the feeling that she’s striving to exceed expectations. An empathetic and attentive person, she is always adding a human touch and a smile to the exchanges, so I really hope to continue to interact with her in the foreseeable future.

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Credentials

  • Series 65
    FINRA
    Oct, 2022
    - Nov, 2024
  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Aug, 2021
    - Nov, 2024
  • R06 Financial Planning Practice
    Chartered Insurance Institute
    Aug, 2021
    - Nov, 2024
  • R03 Personal Taxation
    Chartered Insurance Institute
    Feb, 2021
    - Nov, 2024
  • R01 Financial Services, Ethics & Regulation
    Chartered Insurance Institute
    Oct, 2020
    - Nov, 2024
  • R04 Pensions and Retirement Planning
    Chartered Insurance Institute
    Feb, 2020
    - Nov, 2024
  • RO5 Financial Protection
    Chartered Insurance Institute
    Nov, 2019
    - Nov, 2024
  • RO2 Investment Principles and Risk
    Chartered Insurance Institute
    Aug, 2019
    - Nov, 2024
  • Level 3: Certificate in Wealth & Investment Management
    Chartered Institute for Securities & Investment
    Apr, 2019
    - Nov, 2024

Experience

  • Female Invest
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Content Specialist
      • Jul 2022 - Present

      I am in charge of creating and presenting educational and inspirational webinars, video and written content for the UK and global audiences of Female Invest, on topics including investment funds, ISA's, pensions and property investment. I head up the UK & Global weekly market news roundup in podcast, video and written format is a large part of my day, which also includes delivering daily summaries of stocks hitting the headlines. I am in charge of creating and presenting educational and inspirational webinars, video and written content for the UK and global audiences of Female Invest, on topics including investment funds, ISA's, pensions and property investment. I head up the UK & Global weekly market news roundup in podcast, video and written format is a large part of my day, which also includes delivering daily summaries of stocks hitting the headlines.

  • deVere Italia
    • Italy
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • Oct 2018 - Jul 2022

      I managed client's portfolios across Europe whilst also sourcing and onboarding new clients, specialising particularly in the Italian, BeNeLux and Scandinavian regions. My main focus was on international pensions (UK, US and Swiss), sustainable investing, regular and lump sum investment strategy and international property portfolios.

    • Head Associate
      • Feb 2019 - Apr 2020

      As the highest performing and most senior associate I was responsible for a team of 10, ensuring that they hit relevant sales targets, are up to date on training and relevant qualifications and progressing in their careers. I also maintained my own client relationships, consistently hitting top 10 in the company globally.

  • deVere Group
    • United Arab Emirates
    • Financial Services
    • 700 & Above Employee
    • Trainee Wealth Adviser
      • Sep 2018 - Sep 2018

      Intense training for the step up to the role as coordinator. The academy took place in Barcelona, during which I was asked to move to the Milan office following successful completion of relevant exams. Intense training for the step up to the role as coordinator. The academy took place in Barcelona, during which I was asked to move to the Milan office following successful completion of relevant exams.

  • The Times
    • Sheffield, United Kingdom
    • Interviewer
      • Feb 2018 - Feb 2018

      I worked for the Times as an interviewer, carrying out student interviews on my university campus about their future career prospects and their access to information about graduate schemes whilst at university. I was the first person to complete the intial 25 interviews on campus, demonstrating my ability to work quickly and efficiently under a time deadline and a high pressure environment. I also developed some effective interviewing techniques, including ensuring that the interviewee remains focused and gives the most truthful answers possible. Show less

  • ALPADIA Language Schools
    • Switzerland
    • Education Administration Programs
    • 1 - 100 Employee
    • English Teacher
      • Jun 2017 - Aug 2017

      I worked as a teacher in the mornings and a camp assistant in the afternoons, running sports activities and other games for the children on the camp. I was required to have planned my own lessons and delivered classes to students ranging from total beginners to advanced level. I worked as a teacher in the mornings and a camp assistant in the afternoons, running sports activities and other games for the children on the camp. I was required to have planned my own lessons and delivered classes to students ranging from total beginners to advanced level.

  • University of Neuchâtel
    • Neuchâtel, Canton of Neuchâtel, Switzerland
    • Student
      • Feb 2017 - Jul 2017

      I spent time closely studying French and German to improve my spoken and written skills. I also read modules in Art History, Spanish Linguistics and Outdoor adventure activities, including Skiing, Climbing and Mountain Biking, I spent time closely studying French and German to improve my spoken and written skills. I also read modules in Art History, Spanish Linguistics and Outdoor adventure activities, including Skiing, Climbing and Mountain Biking,

  • The University of Sheffield
    • Higher Education
    • 700 & Above Employee
    • Language Ambassador
      • Sep 2015 - Jul 2017

      Alongside my studies at the University of Sheffield, I worked on a part time basis to promote Language, Arts and Humanities within local schools. This ranged from taster spanish sessions for year 7's to public speaking in assemblies in schools. Alongside my studies at the University of Sheffield, I worked on a part time basis to promote Language, Arts and Humanities within local schools. This ranged from taster spanish sessions for year 7's to public speaking in assemblies in schools.

  • Eres Relocation Spain
    • Spain
    • Human Resources Services
    • 1 - 100 Employee
    • Trainee Relocations Account Manager
      • Aug 2016 - Jan 2017

      As an intern for the office, my role was to assist the account managers in their tasks. This ranged from carrying out property searches and making suitable appointments, to completing relevant immigration forms for clients. The vast majority of the work was operated in Spanish, however as a native British speaker I was able to offer proofreading help with emails, letters and presentations. The latter skill I was keenly endorsed upon, and adapted and created many presentations for staff who had upcoming business meetings. Show less

  • R9V Travel
    • Staffing and Recruiting
    • Coordinator
      • Jun 2015 - Jul 2015

      I worked as a coordinator for R9V who ran voluntary programmes for students. This required overseeing projects: creating and managing suitable activites and ensuring that all volunteers were safe. As a senior worker in the company, I was also required to manage areas of the social media and marketing, as well as some finances. My level of French meant that I was entrusted with the task of contacting and sourcing new projects around the city. I worked as a coordinator for R9V who ran voluntary programmes for students. This required overseeing projects: creating and managing suitable activites and ensuring that all volunteers were safe. As a senior worker in the company, I was also required to manage areas of the social media and marketing, as well as some finances. My level of French meant that I was entrusted with the task of contacting and sourcing new projects around the city.

  • Bettys & Taylors of Harrogate
    • United Kingdom
    • Food and Beverage Services
    • 400 - 500 Employee
    • Waitress & Pianist
      • Sep 2011 - Aug 2014

      I worked as a waitress at the renowned Bettys Cafe and Restaurant, firstly as a part time member of staff whilst at High School and then spent a period of time working full time whilst earning money to fund a gap year. I continued to work for Betty's on a seasonal basis whilst at university. The position of waitress was a promotion from an initial position as 'managers assistant', and required extensive tests. One was written and focused on product knowledge and the menu, whilst the other was practical and ensured that the level of customer service provided was maintained. Whilst working at Betty's I also occasionally played piano in the main restaurant. Show less

Education

  • The University of Sheffield
    Bachelor’s Degree, Modern Languages- Spainsh, French and German
    2014 - 2018
  • St Aidan's C of E High School
    High School, French, Spanish, Economics
    2006 - 2013

Community

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