Isobel Wilkinson
Summary
I am a graduate of Manchester Metropolitan University, with a First-class honours degree in Business Management. As a female graduate it is important for me to work within a team which embraces diversity. I have demonstrated my forward thinking and drive for success during my time at university and I am excited to bring these attributes to my working life. At university I excelled in finance modules, including corporate financial management, Excel for financial modelling, financial decision-making assessments and report creations for real life business valuations. I currently work as a trainee financial advisor for an Independent Financial Services company. I am currently working towards my Level 4 Diploma in Financial planning through the Chartered Insurance Institute and have obtained my Level 3 Certificate in Mortgage advice (CF6, R01 and R05) I also have completed my R02 and CF1 with my R04 booked in. I am looking to further my career within Financial Services with a company that would support me in my journey to becoming a Chartered Financial Adviser as my long term goal.
Overview
2
2
years of professional experience
7
7
years of post-secondary education
1
1
Certification
Work history
IFA Administrator
Martin Hirst Financial Consultancy
05.2024 - 09.2025
- Providing administrative support for senior advisors by engaging with clients and provider companies.
- Processing client logs, and assisting with financial strategies across, pensions, investments, mortgages and protection.
- Generating letters of Authority (LOAs)
- Providing back office support through the use of intelligent office.
- Manage and track pipeline.
- Preparing for client reviews.
- Regular contact with various product providers.
- Assess client documents for compliance purposes.
- Managing client data using QuickBooks, Intelliflo, and Excel.
- Assisting with investment management.
- Ensure all processes comply with regulatory standards.
- Writing suitability letters for pensions, investments, mortgages and protection.
- Working through the Chartered Insurance Institute (ClI) exams to further develop my expertise and deliver high-quality financial advice.
Consultant
Global Logic
09.2023 - 05.2024
- In my graduate role as a Consultant at GlobalLogic, I worked closely with clients to understand their needs and provide tailored solutions, focusing on improving business processes and customer experience.
- My responsibilities included communicating with clients to gather insights, assisting in project coordination, and providing support during the implementation of digital solutions.
- I collaborated with various teams to ensure that client expectations were met, maintaining strong relationships and delivering a high level of service throughout.
- Unfortunately, due to a company-wide restructuring, 90% of the team, including myself, were made redundant.
- Despite this, my experience helped me build strong client communication skills, gain exposure to project management and learn how to effectively manage relationships in a fast-paced environment.
Education
BA (Honours) - Business Management
Manchester Metropolitan University
01.2020 - 01.2023
A Levels - English Lit, Geography & Business Studies
Saint John Fisher High School
01.2015 - 01.2019
Financial Planning
Chartered Insurance Institute
Skills
- Intelligent Office
- Proficient in Excel, Word and Powerpoint
- Attention to Detail
- Telephone etiquette
- Organisation and prioritisation
- Written and verbal communication
Certification
CeMAP
References
References available upon request.
Timeline
IFA Administrator
Martin Hirst Financial Consultancy
05.2024 - 09.2025
Consultant
Global Logic
09.2023 - 05.2024
BA (Honours) - Business Management
Manchester Metropolitan University
01.2020 - 01.2023
A Levels - English Lit, Geography & Business Studies
Saint John Fisher High School
01.2015 - 01.2019
Financial Planning
Chartered Insurance Institute
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