Isabella Valentine
Bristol
Summary
A diligent and detail-orientated investment administrator with over two years in the pension industry, with experience in investigating pension liberation and unauthorised transactions. Manages standard and non-standard investment administration with a focus on due diligence and accurate reporting. Analyses complex cases to support informed decision-making and the safeguarding of client assets. I thrive in fast-paced environments while maintaining a calm, detail-focused approach.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Interim Investment Administrator
Hartley Pensions Limited
08.2025 - 04.2026
- Liaising with directors and liquidators on liquidations, confirming final dividend payments for clients and monitoring SIPP investments and contributions
- Reviewing connected party transactions for compliance and potential reports
- Gathering information and preparing reports on suspicious activity, including pension liberation, enhancing compliance oversight
- Opening and managing new investments and contributions
- Developed and managed a project to recalculate the company's assets under administration following a history of inaccurate data and inadequate record keeping.
Business Support Administrator
Hartley Pensions Limited
08.2025 - 04.2026
- Liaised with investment providers on non-standard assets in portfolios and explored options to optimise portfolio liquidity
- Partnered with senior managers to address and establish resolutions for impaired assets in line with compliance regualtions surrounding SIPPs
- Supported daily reconciliations to verify monetary values and report discrepancies for review.
- Handled incoming calls and correspondence, providing professional responses and routing information accurately.
Retail Sales Associate
Sahara London
03.2024 - 03.2026
- Built strong customer relationships through effective communication and provided product advice
- Handling cash register transactions with accuracy and attention to detail, and dealing with store returns, sometimes in challenging situations
- Maintained a professional and tidy store environment
Senior Client Services Administrator
Hartley Pensions Limited
08.2024 - 08.2025
- Advised clients on their Self Invested Personal Pension via email and telephone
- Established strong client relations by efficiently processing and fulfilling client requests
- Facilitated client personal detail changes while adhering to strict due diligence procedures
- Utilised Microsoft Outlook, Platinum Pro and Sentinel for managing client communications and data.
Data Processor
Hartley Pensions Limited
04.2024 - 08.2024
- Processed confidential information in compliance with GDPR and due diligence protocols
- Utilised Microsoft Excel for data management, maintaining precise records and distributing client transfer packs
- Communicated with senior managers about client accounts through effective verbal and written communication
Early years Practitioner
Daisy Chain Nursery
05.2022 - 04.2024
- Monitored children's development and collaborated with the manager to address individual development requirements
- Collaborated with parents and guardians, providing regular updates on child development and well-being.
- Designed and facilitated sensory activities to engage children and support development of early life skills
- Implemented safeguarding protocols to ensure safety and well-being of children in care
Education
Bachelor Of Science With Honours - Biomedical Science
Cardiff Metropolitan University
01-2024
3 A-levels -
Queen Elizabeth Hospital School
01-2020
Skills
- Microsoft Excel
- Investigative analysis
- Analytical thinking
- Stakeholder management
- Client relations
- Calm under pressure
- SIPP administration
- Non-standard investments
- MS Office Suite
Certification
Walbrook (formally London Institute of Banking and Finance). Level 4 Diploma for Financial Advisors modules completed:
- Industry, Regulation and Key parties - Pass (29/40)
- Skills, Principles and Ethical Behaviours- Merit (32/40)
Professional qualifications in progress:
- Chartered Institute for Securities & Investment- Combating Financial Crime
Timeline
Interim Investment Administrator
Hartley Pensions Limited
08.2025 - 04.2026
Business Support Administrator
Hartley Pensions Limited
08.2025 - 04.2026
Senior Client Services Administrator
Hartley Pensions Limited
08.2024 - 08.2025
Data Processor
Hartley Pensions Limited
04.2024 - 08.2024
Retail Sales Associate
Sahara London
03.2024 - 03.2026
Early years Practitioner
Daisy Chain Nursery
05.2022 - 04.2024
Bachelor Of Science With Honours - Biomedical Science
Cardiff Metropolitan University
3 A-levels -
Queen Elizabeth Hospital School