Summary
Overview
Work History
Education
Skills
Timeline
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Ellie Spain

Wealth Management Administrator
Kent

Summary

Being a hardworking Wealth Management Administrator with almost three years experience, I have had the opportunity to gain broad knowledge of new business processing, reporting and client communications.


Entering the financial planning world joining a smaller firm that rapidly became a large hub acquiring other spokes, meant I had to quickly adjust to the high demands of internal operations as well as a huge increase in client work output.

In this time, not only did I show my ability to learn fast, but I remained calm and confident under pressure. Despite being new to the financial world, as we gained new staff members I was responsible for training and creating guides, which is something I enjoy and excel in.


Naturally I am an outgoing and friendly person, which over previous and my current job roles, I have used to flourish in office and client relationships.


I am looking for a hardworking, ambitious company with a friendly and supportive team who value a positive culture.

Overview

7
7
years of professional experience
5
5
years of post-secondary education

Work History

Finance administrator

Amber River Chancery
London
06.2022 - Current
  • Provide support to financial advisers and para-planners.
  • Producing valuations and review packs for client meetings, and any ad hoc demands.
  • Processing & monitoring of new business using both Curo & Adviser Office.
  • Completing and uploading forms and applications.
  • Keying basic new business commitments.
  • Using FE Analytics for market indices graphs and for Risk Profiling.
  • Completed ad hoc finance-related projects under tight deadlines.
  • Training new administration staff members, creating guides and doing online training recordings.
  • Client facing communications, emails and meeting bookings.
  • Ensuring continual compliance with Health and Safety issues.
  • Ensuring continual compliance in line with GDPR regulations.
  • Basic admin duties; greeting clients, scanning post, using franking machine, phonecalls.
  • Confident using Excel, Word and Powerpoint.
  • Confident navigation around most platforms, some examples are Nucleus, Fidelity, GrowthInvest & Quilter.

Senior Academic Administrator

The BCNO Group - European School of Osteopathy
Maidstone
02.2022 - 06.2022
  • Organised important company meetings, leading to improved communication across departments.
  • Meeting minute taking.
  • Market research for the business across Kent & London.
  • Oversaw database to maintain updated records and accuracy.
  • Prepared detailed reports for streamlined decision-making processes using various software applications.
  • Use of Excel and Teams.
  • Everyday secretarial clerking duties.

Medical receptionist

ESO
Maidstone
01.2021 - 06.2022
  • Managed digital and manual filing systems.
  • Coordinated insurance paperwork for seamless claim processing.
  • Referral letters for specialist clinics.
  • Dealt with difficult customers and emergency situations frequently, eased clients anxiety through times.
  • Administered basic first aid whilst waiting for medical staff; aided in emergency situations.
  • Maintained timely check-in services, noting patient arrivals for efficient appointment running.
  • Prepared examination rooms prior to appointments; ensured readiness for patients.
  • Managed high-volume phone calls, resulting in efficient appointment setting.
  • Protected patient rights through continued discretion and confidentiality.
  • Enhanced office efficiency by maintaining organised records and schedules.

Retail sales associate

Ralph Lauren
Ashford
05.2018 - 04.2021
  • Contributed to sales targets through active promotion of products.
  • Guaranteed client satisfaction by constantly providing standards of company services and values.
  • Managed stock levels for optimal store performance.
  • Updated product labelling and pricing to reflect discounts and offers.
  • Promoted loyalty schemes to customers, enhancing brand loyalty.
  • Provided product knowledge to customers for informed purchases.
  • Operated till systems correctly, ensuring accurate transactions.

Education

NVQ Level 2 - Makeup Artistry

West Kent College
Tonbridge
09.2019 - 07.2020

GCSEs -

Highworth Grammar School
Ashford, Kent
11.2013 - 01.2018

Skills

Financial reports & Valuations

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Timeline

Finance administrator

Amber River Chancery
06.2022 - Current

Senior Academic Administrator

The BCNO Group - European School of Osteopathy
02.2022 - 06.2022

Medical receptionist

ESO
01.2021 - 06.2022

NVQ Level 2 - Makeup Artistry

West Kent College
09.2019 - 07.2020

Retail sales associate

Ralph Lauren
05.2018 - 04.2021

GCSEs -

Highworth Grammar School
11.2013 - 01.2018
Ellie SpainWealth Management Administrator