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Profile

I am a self-motivated and reliable individual with the ability to work within a team or equally well independently. I understand the importance of co-operation, communication and flexibility to build lasting relationships, both within a team and more importantly with customers.

Work History

Oct 2014Oct 2015

Helpline Administrator for Standard Life and Venture Capital Trust

Capita Assets Services

I joined the Standard Life dedicated team within Capita prior to a dividend payment, where I was fully trained within the systems and processes of the registrars. My main task was as a call handler, assisting shareholders with maintenance and administration of their accounts.
In March 2015 Standard Life went through a corporate action where a Return of Value coupled with a share
consolidation took place across the entire register. It was a fantastic challenge, it was complex and the
details needed to be concisely communicated to the shareholders. I thrive within this environment and
during this peak period handled the most calls within our department.
Since May 2015 I have taken on further administrative responsibilities including:

  • The completion of confidential documents to clients, indemnities for the loss of share certificates and maintaining a daily record of regular payments taken.
  • Handling calls in relation to VCT companies, assisting Investors, IFA’s and Brokers on behalf of clients within a given timescale.
  • Liaising with the bank and ensuring the validity of payments and re-issuing outstanding payments in compliance with FCA regulations.
  • Auditing, rejecting and supressing any amendments made to client and company accounts.
Nov 2013Jul 2014

Helpline Administrator/Receptionist

DK Audio Visual Services

My position within DK Audio was a shop based role where I was client facing, assisting customers, booking appointments, handling money and confirming details accurately.

May 2013Oct 2013

Sales Representative

Heat Plan Utilities

This was a telephone sales role where the company was selling boiler insurance. It was a challenging role where I learned self-motivation, conversational techniques and sales patter.

Aug 2012Apr 2013

Match day host

Crystal Palace Football Stadium

I worked within the catering department assisting customers, including match day fans and V.I.P hospitality. It helped me develop my communication skills within a fast paced environment, where I had to follow health and hygiene standards, complex orders and the accurate handling of money.

Nov 2015Present

Financial Consultant

Fidelity International

Selected as a member of launch pilot for a 2 billion pound project. 

Speaking to Financial advisers, clients, OPM's, solicitors etc

Understanding of legal processing and AML verification 

The dealing of stock within ISA's and ordinary investment account

Education

Sep 2007May 2012

GCSE

Shirley High School for Performing Arts

English Literature- C                                   RE- C

English Language- C                                  GCSE PE- B

Mathematics- B

Additional Mathematics- C

Core Science- B

Additional Science- B

IT- C

Skills

Additional Skills

Proficient in a number of programmes including Excel, Word, Outlook and Adobe.

Contact Information

156 Bingham Road, Addiscombe, Surrey, CR0 7EH