Support of the financial advisors by preparing documents, note taking during meetings and conducted investment research using client specific information
Built relationships with clients receiving financial advice, speaking with them regularly, both in person and over the phone
Assist with client onboarding and account maintenance, including opening new accounts, updating information and processing transactions
Trained several new employees on multiple systems and developed strong working relationships with them
Temporary Administrative Tasks
OC&C Strategy Consultants LLP
09.2021 - 02.2023
Identified and interpreted information to be used for multiple projects throughout the company
Communicated directly with various associate consultants and attended meetings as part of organisational projects
Helped with tasks such as web scraping, brand tagging and calling up organisations to collect specific data points
Clubland Leader
Clubland, St. Martins Primary School
01.2017 - 01.2022
After-school centre for primary school-aged children, involved frequent problem solving and adapting when faced with new situation
Looked after and cared for between 20-60 children, lead activities, which required an energetic attitude whilst being attentive and patient
First-hand experience in helping with business operations, which included clubs in over 15 primary schools
Activity Instructor / Group Leader - Seasonal Work
PGL
05.2021 - 08.2021
Trained and assessed in delivering a variety of outdoor activities such as climbing, trapeze, archery and zip-wire
Organised and catered for schools and family's needs throughout their stay in addition to delivering their evening entertainment
Ensured participant safety by enforcing strict adherence to guidelines and procedures during all activities
School Cleaner
ASC
12.2017 - 08.2018
Contributed to a positive school image with well-maintained indoor and outdoor areas.
Maintained inventory of cleaning supplies and equipment, ensuring availability when needed.
Various Positions
Fusion Agency
01.2017 - 01.2018
Undertook jobs for an agency including working in a kitchen, waitressing and working within events, such as weddings
Adapted efficiently to the roles given and learnt new skills in short amounts of time
Required to build relationships with colleagues and work as part of a team with new co-workers
Waitress
The Stephan Langton Inn
01.2015 - 01.2017
Waitressed during busy periods for several years, gained an insight into the operations of a successful small business
Managed customers in a pressurised environment, ensuring excellent customer service and paid close attention to detail
Operating within managerial roles has contributed to my confidence and ableness to delegate and work well within a team
Education
Bachelor of Science - Business Management
University of York
York, UK
06.2022
A-Levels: Sociology (A) Psychology (A) Business (B) -
Reigate College
Reigate, UK
01.2019
GCSE - 8 GRADE AC Including 6 in Maths; 5 in English Lang
Ashcombe School
Dorking, UK
01.2017
Interests
Have a growing interest in investing in the stock exchange
Enjoy various sports, such as Climbing, Bouldering, and Tennis
Intellectual curiosity and a willingness to challenge accepted ways of doing things
Five months travelling across Southeast Asia, Peru, Ecuador and Columbia between June-November 2022
Interest in improving writing skills within fiction text
Strong commercial and organisational skills
Timeline
Trainee Paraplanner
Mole Valley Asset Management
02.2023 - 02.2024
Temporary Administrative Tasks
OC&C Strategy Consultants LLP
09.2021 - 02.2023
Activity Instructor / Group Leader - Seasonal Work
PGL
05.2021 - 08.2021
School Cleaner
ASC
12.2017 - 08.2018
Clubland Leader
Clubland, St. Martins Primary School
01.2017 - 01.2022
Various Positions
Fusion Agency
01.2017 - 01.2018
Waitress
The Stephan Langton Inn
01.2015 - 01.2017
Bachelor of Science - Business Management
University of York
A-Levels: Sociology (A) Psychology (A) Business (B) -
Reigate College
GCSE - 8 GRADE AC Including 6 in Maths; 5 in English Lang
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )