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
2024.11 - 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
2021.09 - 2024.11
- 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
2020.11 - 2021.09
- 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
2019.07 - 2020.08
- 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
2014.06 - 2019.06
- 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
Denton12.
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
2024.11 - Current
Financial Services Administrator
Taylor Money Limited
2021.09 - 2024.11
Acute Oncology Administrator
NHS - Royal Cornwall Hospital
2020.11 - 2021.09
Waitress
Boscastle Farm Shop
2019.07 - 2020.08
Bartender/Supervisor
Rum Point Club Restaurant
2014.06 - 2019.06
R06 - Sitting Exam 1 July
CII
RO1, R02, R03, R04, R05 -
CII
Bachelor of Arts - Marketing And Health Studies
Texas Woman's University