Emma Sylvester
Aberdare ,Rct
Summary
I have worked for many years, gaining valuable experience. From the age of 2 '
I was reg parshley sighted. From the age of 7, I was in normal schooling but was struggling with learning due to the teachers' not understanding my sight. On my 7th birthday, I started in a school st Vincent's school in Liverpool. Where I was learning well as I was with other children with sight loss.. I started to thrive. I was a border so I used to stay up to 6 weeks at a time. I then went to another school Lickey Grange School for the blind. I stayed there till I was 16. And then went to Harbourn Queen Alexandre College for the blind and partially sighted. .I have and still have many visually impaired friends. I have got the full experience of what sight loss is and environmental challenges. And I also have a really good customer service experience. It would be amazing to be in an environment I totally understand from my own experience with dealing with sight loss.
Overview
17
17
years of professional experience
Work history
Customer financial services
Lloyds banking group
Cardiff, South glam
2008.11 - 2025.12
- Developed comprehensive financial plans by analysing customers' current situations. setting plans and supporting vulnerable customers.
- Utilised advanced software tools for efficient data analysis and provided better forecasts. Over 18 years of working in lloyds I used many systems and learning on new systems as they were added.
- Networked extensively to generate new business opportunities-broadened client base. make sure that this met neads for out customers. and understanding what suited our customers best.
- Utilised advanced software tools for efficient data analysis and provided better forecasts.
- Developed comprehensive financial plans by analysing customers' current situations.
- Networked extensively to generate new business opportunities-broadened client base.
- Collaborated with tax professionals to optimise tax efficiency in financial planning strategies.
- Advised clients on investment strategies for wealth accumulation.
- Assisted clients in creating budgets and savings plans for their future needs.
- Conducted regular review meetings to ensure financial plans remain effective.
- Solved complex financial issues with sound advice and solutions.
- Recommended suitable insurance products to secure financial futures of clients.
- Attended industry conferences, enhanced professional development and industry knowledge.
- Handled sensitive client data with utmost confidentiality ensuring trust in advisory relationship.
- Maintained up-to-date knowledge about market trends, ensured informed advice to clients.
- Monitored economic trends; provided timely counsel regarding potential investments or divestments.
Wicks showroom
Wicks
Bridgend, Mid Glamorgan
2008.07 - 2008.10
- Carried out day-to-day duties accurately and efficiently.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Successfully delivered on tasks within tight deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Supported team by demonstrating respect and willingness to help.
- Worked flexible hours, covering nights, weekends and bank holidays.
- Consistently arrived at work on time and ready to start immediately.
- Offered friendly, efficient customer service and handled challenging situations with ease.
- Cleaned work areas and equipment to maintain faultless hygiene standards.
- Increased customer satisfaction by resolving issues.
Education
Psychology QLS Level 6 - Psychology
Lead Academy
London 07.2023
Skills
- Debt restructuring
- Retirement planning advice
- Consulting methods
- Customer profiling techniques
- Mergers and acquisitions knowledge
- Statistical
- Accounts reconciliation
- Audit procedures
- Financial Forecasting
- Communication proficiency
- Regulatory compliance awareness
- Risk management tools
- Understanding economic trends
- Personal finance
- Attention to Details
- Financial reporting
Timeline
Customer financial services
Lloyds banking group
2008.11 - 2025.12
Wicks showroom
Wicks
2008.07 - 2008.10
Psychology QLS Level 6 - Psychology
Lead Academy