Summary
Overview
Work history
Education
Skills
Timeline
Generic
Claire Windram

Claire Windram

Redruth

Summary

I am an experienced IFA Administrator and Paraplanner/Report Writer at a busy wealth management firm in Cornwall. I will soon be diploma qualified with a desire to continue utilising my knowledge and experience. I have a proven ability to multitask whilst providing clients with excellent tailored service.

Overview

11
11
years of professional experience

Work history

Paraplanner/Report Writer

Duchy IFA
Truro
11.2024 - Current
  • Utilised advanced analytical tools for thorough financial assessments.
  • Implemented efficient record-keeping systems, improving data retrieval process.
  • Conducted thorough research on investments, resulting in informed client decisions.
  • Kept up-to-date with regulatory changes for compliance and advice accuracy.

Financial Services Administrator

Taylor Money Limited
Falmouth, Cornwall
09.2021 - 11.2024
  • Managed timely and accurate reporting of various financial transactions and information for detailed analysis.
  • Monitored and reviewed financial controls, processes and procedures to enable best practice development.
  • Executed accurate reporting to analyse options and make recommendations.
  • Implemented diverse wealth management options to meet client investing objectives.
  • Documented all client interactions and firm activity within client relationship management system.

Acute Oncology Administrator

NHS - Royal Cornwall Hospital
Truro, Cornwall
11.2020 - 09.2021
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
  • Prepared variety of different written communications, reports and documents to ensure smooth operations
  • Transcribed and edited physician reports from dictation
  • Stayed up to date with all GDPR.

Waitress

Boscastle Farm Shop
Boscastle
07.2019 - 08.2020
  • Performed complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs
  • Maintained order efficiency and accuracy through clear communication with kitchen staff, earning numerous recommendations from satisfied customers.

Bartender/Supervisor

Rum Point Club Restaurant
Northside, Grand Cayman
06.2014 - 06.2019
  • Provided friendly and attentive service and answered phone enquiries
  • Identified appropriate marketing channels and target customers and increased social media presence
  • Provided light administrative duties when required
  • Boosted bar operational efficiency and profitability by mentoring team members on procedures and productivity strategies.

Education

R06 - Sitting Exam 1 July

CII

RO1, R02, R03, R04, R05 -

CII

Bachelor of Arts - Marketing And Health Studies

Texas Woman's University
Denton
12.

Skills

  • Good communication skills
  • Analytical thinking
  • Organized and efficient employee
  • Adapt to diverse groups
  • Administrative Support
  • Regulatory compliance understanding
  • Financial literacy
  • Report-writing
  • Financial modelling
  • Office administration
  • Pension scheme knowledge
  • Financial product knowledge

Timeline

Paraplanner/Report Writer

Duchy IFA
11.2024 - Current

Financial Services Administrator

Taylor Money Limited
09.2021 - 11.2024

Acute Oncology Administrator

NHS - Royal Cornwall Hospital
11.2020 - 09.2021

Waitress

Boscastle Farm Shop
07.2019 - 08.2020

Bartender/Supervisor

Rum Point Club Restaurant
06.2014 - 06.2019

R06 - Sitting Exam 1 July

CII

RO1, R02, R03, R04, R05 -

CII

Bachelor of Arts - Marketing And Health Studies

Texas Woman's University

Similar Profiles

Create profile
Claire Windram