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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

Nov 15Present

Financial Consultant

Fidelity International

My current role at Fidelity see's me taking on a whole variety of challenges to ensure a seamless and efficient experience is given to our clients. As one of the most experienced associates within the Academy, I am dealing with the more complex queries and enjoy the diversity of what my role entails. These include some of the following; 

  • Being chosen to assist the launch of  a multi million pound project
  • Generating leads to our Wealth service including new business leads 
  • Floor walking the less experienced teams on the floor to answer any questions and check the validity of work before being processed to different teams
  • Dealing on client accounts; including buying, selling and switching.

 

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 suppressing 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.

Education

Sep 2007May 2012

GCSE

Shirley High School for Performing Arts

8 A-C grades

Skills

Additional Skills

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

Contact Information

Flat 10, 4 Waterhouse Lane Kingswood Surrey KT20 6EP