
Strategic professional with expertise in group presentation development, sales collaboration, and customer relationship management. Skilled in data analysis and reporting, with strong leadership in staff training and mentoring. Experienced in utilising Microsoft Excel and Word to drive organisational success.
Managed 250+ bespoke client portfolios covering commercial properties, GIA's, and commodities.
Maintained HMRC and FCA compliance for all pension payment instructions and records.
Commenced LP1 examination with the CII to advance knowledge in financial services.