Fernanda Bottoni
Crawley
Summary
To obtain a challenging web developer position in a dynamic and innovative organization where I can utilize my technical and creative skills to develop and maintain responsive, user-friendly, and visually appealing websites.
Overview
5
5
years of professional experience
Work history
Senior administrator
REEVES FINANCIAL
Crawley
2025.05 - 2026.03
- Manage the end-to-end client journey, including onboarding, fact-finding and maintaining accurate client records in line with FCA requirements.
- Gather client plan information (pensions, investments and protection), presenting data in a clear, structured format and conducting FE analysis of investments.
- Process new and existing business across a range of providers, ensuring accuracy, efficiency and full regulatory compliance.
- Act as a key point of contact for both clients and providers, delivering a high level of client service and building strong working relationships.
- Support paraplanners with the preparation of basic suitability reports, including annual reviews, withdrawals and top-up recommendations.
- Assume managerial responsibilities in the absence of the line manager, ensuring workflow is effectively managed and deadlines are met.
- Review and improve internal processes and administrative tasks to enhance efficiency and reduce operational risk.
- Liaise with advisers, paraplanners and third parties to ensure smooth progression of cases from submission through to completion.
Operations Specialist
NOVA WEALTH
2023.06 - 2025.04
- Collected and verified personal and financial information from new clients.
- Communicated with clients to ensure smooth onboarding and implementation of financial recommendations.
- Managed day-to-day operational processes, identifying opportunities to improve efficiency and accuracy.
- Gathered and analysed data on clients’ existing policies, including investments, pensions and protection plans.
- Conducted detailed analysis of charges, performance and asset allocation to assess the suitability of client portfolios.
- Continuously improved and refined internal procedures to enhance overall business operations.
- Acted as a key point of contact for internal and external queries relating to operational processes.
- Provided guidance and practical solutions to ensure seamless operations.
Trainee Financial Planner
MAGUS WEALTH
2021.10 - 2023.05
- Providing full administrative support in the onboarding of new clients, including maintaining client records and updating client information.
- Maintaining and updating client data in a secure environment, ensuring accurate data input onto the back-office system.
- Preparing client reviews, reports, updating cash flow models and investment performance reviews.
- Report writing such as New Money in, Withdrawals, Bed&ISA, and Change of Investments.
- Working with administrative teams to ensure application and provider forms were prepared as required and kept clients updated throughout the process.
- Collaborating with other professional advisers, such as solicitors and accountants, to provide comprehensive financial advice to clients.
Administrator
FRAZER JAMES
2021.05 - 2021.07
- Dealing with client queries and other parties through effective communication.
- Working in collaboration with the financial advisers and other colleagues in preparing recommendations and producing suitability reports in line with company policy.
- Preparing and maintaining client records.
- Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations.
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct.
- Prepare fact finds, client ‘onboarding’ packs and basic review packs.
- Updating the back-office system and recording new business.
- Dealing with income and outgoing post.
Education
Dip - Regulated Financial Planning
Chartered Insurance Institute
MSc - Finance & Investments, Investments Banking & Capital Markets
London Metropolitan University
BSc - Economics
Faculdades Metropolitanas Unidas
Skills
- Proficient in a range of programming languages, with experience in developing and maintaining responsive, user-friendly, and visually appealing websites using modern web development frameworks and tools
Timeline
Senior administrator
REEVES FINANCIAL
2025.05 - 2026.03
Operations Specialist
NOVA WEALTH
2023.06 - 2025.04
Trainee Financial Planner
MAGUS WEALTH
2021.10 - 2023.05
Administrator
FRAZER JAMES
2021.05 - 2021.07
Dip - Regulated Financial Planning
Chartered Insurance Institute
MSc - Finance & Investments, Investments Banking & Capital Markets
London Metropolitan University
BSc - Economics
Faculdades Metropolitanas Unidas