Description

I am very success driven individual. I thrive best whilst working in positions with a lot of responsibility and variety. I hold myself accountable at all times to ensure I am always open and receptive to learning and growing. I am a very enthusiastic, empathetic and organised person, when I commit to something I am efficient and resilient at all times. The most important thing to me is respect and honesty, I will invest all my time and energy into the work I have agreed to deliver and I strive to produce the best possible results in order to exceed all expectations.

I am currently working as a freelance adminsitrator for a workplace wellbeing consultancy practice, whereby I provide my copywriting, copyediting and administrative skills to support their client relationships. Before this position, I was working as a Senior Administrator for a Financial Planning Company, where I supported Senior Financial Advisers in the servicing of new clients and ongoing clients also.

I am passionate about wellbeing across every sector and I am looking to obtain and be apart of short term projects with the potential of developing a few long term clients that I can build solid and trustworthy relationships with going forward.

If you require any support in the financial services industry or within your wellbeing consultancy buisness, please get in touch.

Languages

English
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Dharma Centre for Wellbeing
Client Support
HEALTH AND WELLNESS
February 2023 - Today (3 years and 3 months)
In this ongoing project I am responsible for supporting the management team deliver their objectives and goals for the progression of the company. I am responsible for a variety of tasks, including but not limited to; copywriting, copyediting, client support tasks (document creation, branding documents), competitive analysis, analysing and improving external businesses internal policies (wellbeing policies, smoking policies, bullying & harassment polices etc).
Microsoft Office slack spreadsheets research Copywriting Proofreading/Editing
Maskery Wealth Management Ltd
Senior Administrator
PUBLIC SECTOR
November 2021 - December 2022 (1 year and 1 month)
Kingsteignton, United Kingdom
During my time at MWM, I was responsible for providing admin support to senior financial advisors and the managing director.

Tasks included but were not limited to:

- Outlook diary management (for the financial advisers)
- Email and phone correspondence with clients and other investment providers,
- Processing client withdrawals forms and requests
- Writing and producing client letters
- Completing detailed analysis of pension & investment data.
- Writing detailed review letters following clients annual reviews & creating Asset schedules in preparation for the reviews.
- Creating and chasing Letters of Authority
- Completed detailed File notes & Schedules
- Tracking, chasing and updating the advisers on the progress of their new business cases
Ceding information Pensions Investments Spreadsheets Microsoft Office Microsoft Word Client Support Client withdrawals