My personal attributes include punctuality, confidence and the ability to work using my own initiative. I am able to relate well to all types of people and I am computer literate, proficient in both Word and Excel.


Qualifications

Teaching English as a Foreign Language certificate (TEFL)
Diploma in Financial Planning (J01-J06)
Financial Planning Certificate (CF1-CF5)
Certificate in Mortgage Advice (CF6)
Second Class Degree with Honours (2:1) - BA (Hons) Financial Services, Sheffield Hallam University, UK
A-Levels in Maths, Economics, Business Studies and General Studies
9 GCSEs Grade A*-C

Recent Employment History

Alcanta Vocational College for Vocational Foreign Languages – English Teacher ( November 2011 – present) – Part time
 Teaching students aged 16-19 advanced English.
 Creating own lesson plans from set text.
 Hosting a English question and answer session once a week answering students queries.

Premier Wealth Management – Independent Financial Adviser, Southport, UK. (January 2010 – October 2011)
 Meeting with existing and prospective clients to discuss/arrange financial solutions
 Advising clients on pension, protection, mortgage and investment matters.
 Deciding on client specific investment strategies.
 Responsible for company investment direction.
 Preparation of financial planning reviews for existing and prospective clients.
 Liaise with providers to resolve client issues.
 Servicing client portfolios.
 General back office administration

Argyle Financial Group –Independent Financial Adviser, Southport, UK. (March 2007 – January 2010)
 Meeting with existing and prospective clients to discuss/arrange financial solutions
 Advising clients on pension, protection, mortgage and investment matters.
 Deciding on client specific investment strategies.
 Responsible for company investment direction.
 Preparation of financial planning reviews for existing and prospective clients.
 Liaise with providers to resolve client issues.
 Servicing client portfolios.
 General back office administration

Unisys – Pensions Administrator, Liverpool, UK. (August 2006 – March 2007)
 Responded to client queries.
 Met figures and targets.
 Train and supervise other members of team.

Friends Provident – IFA Consultant Support, Manchester, England. (July 2006 – August 2006)
 Offered promotion to IFA Support Consultant
 Responded to client queries.
 Met figures and targets.
 Analyse and provide sales data

Fosters Group – Systems and Control Team, Melbourne, Australia. (Jan 2006 – April 2006)
 Maintained and updated purchase order database.
 Met figures and targets.
 Trained and supervised other members of team.

Braddock, Thornton and Associates–Assistant to Independent Financial Advisor, Sheffield, UK. (Feb 2004 – May 2004).
 Requested and processed client and provider information.
 Organised meetings, travel and appointments.
 Created and maintained business accounts.

Royal & SunAlliance – Pensions review team, Liverpool, UK (June 2000 – Sep 2002)
 Dealt with and responded to client complaints/queries.
 Trained new staff in department processes.
 Data extraction/input on a variety of databases.
 Pension data analysis.
 Calculated and compensated clients.


Volunteer Work

Holy Trinity Infants School (ages 4-11) – Teachers assistant, Southport, UK (Sep 2011 – Nov 2011), part-time and full-time.
 Taught a variety of nationalities of students.
 Supervised and held classes.
 Assisted with lesson plans

Ainsdale Football Club – Football Coach, Southport, UK (Sep 2008 – Nov 2011).
 Coached players of ages ranging from 7 to adult.
 Organised and ran my own sessions.
 Ran for my own juniors team from ages 8 up to 11

Samaritans – Counsellor, Southport, UK (June 2007 – Sep 2008) www.samaritans.org
 Counselled adult callers on a variety of issues including suicide and relationship issues.
 Thorough test of communication skills through listening and questioning callers.
 Extensive 6 month training course in order to qualify.


Personal Interests

I have interests in all types of sport and enjoy both watching and playing many types, particularly football and cricket where I have represented both my university and my region at many levels. I have recently taken a keen interest in coaching work and have just passed my first Football Association coaching badge, an avenue I am keen to pursue.

Outside of sport I lead a very active social life and have a passion for both travel and cookery.