Jack Young
Summary
I am a highly ambitious and deeply motivated individual driven by continuous self-development and personal growth. I have always had a high attention to detail and a thoughtful, caring approach to my work, particularly when supporting and helping others. I genuinely enjoy speaking with people, learning about their experiences and journeys, something that has motivated me from a young age. This attribute has been highly valuable in my development, helping me strengthen my soft skills through understanding others and engaging in professional discussions, where I feel confident and find them enjoyable. My analytical ability allows me to solve complex problems and my passion for solving these issues drives my commitment to achieving goals, promoted by my highly motivated mindset. I take a proactive approach to learning, consistently pushing myself to achieve the highest possible standards and actively seek opportunities to develop my understanding and expand my knowledge. Due to this I have a strong drive to complete further industry exams. Originally holding a BSc in Biomedical Science, I transitioned into the financial sector driven by a deep passion for finance and wealth management. My analytical mindset, attention to detail and problem-solving skills from my scientific background have proven to be valuable assets in my current role. I have honed skills in office management, client relations and data analysis, all while maintaining a keen focus on process improvement and delivering a high level of knowledge and service.
Overview
2027
2027
years of professional experience
3
3
years of post-secondary education
Work history
Administrator
SPG Wealth Management Ltd.
St Albans, Hertfordshire
2022.11 - Current
- Dedicated and hard-working administrator at SPG Wealth Management Ltd. for 3 and a half years passionate about delivering exceptional support to both clients and colleagues. Driven by a commitment to continuous learning and development, I have successfully completed my CII exams, achieving a distinction in the Financial Planning Practice (R06) module whilst obtaining my Level 4 Diploma in Regulated Financial Planning. I am now working hard towards my progression into the financial advisor role.
- Streamlined office operations by implementing efficient administrative procedures.
- Processed expense reports, resulting in accurate financial records maintained consistently.
- Interacted with customers professionally by phone, email and in-person to deliver accurate service information and received good feedback from clients.
- Developed strong a strong understanding of back-office operations and commercial aspects of the wealth management the wealth management business. Supported clients throughout full advisory lifecycle by handling queries, coordinating annual review meetings, and attending client meetings to gain firsthand exposure to end-to-end process.
- I have conducted portfolio analysis and fund comparisons using FE Analytics and CashCalc to support informed decision-making for clients.
- Prepared meeting packs for annual review and presentation meetings to ensure comprehensive and organised client discussions.
- Booking meetings with clients via telephone and email through efficient diary organisation
- Drafting and completing review letters post meeting
- Reviewing suitability reports and illustrations, ensuring accuracy and a high standard of client service.
- Strong knowledge of using Voyant for cash-flow modelling
- Efficient and experienced Salesforce skills
- Business submission processes and the use of iBusiness
- Processing fund switches for clients rebalancing their portfolios
- Managing letters of authority and obtaining correct policy information
Home Delivery Driver
ASDA
Bournemouth, England
2021.09 - 2022.11
- Maintained strong work ethic and punctuality ensuring job performance standards.
- Ensured timely deliveries by adhering to set routes and schedules.
- Read maps and followed written and verbal geographic directions to deliver packages efficiently.
- Maintained vehicle cleanliness for a professional appearance.
- Checked vehicle before each shift ensuring its safety and reliability.
Home Delivery Driver
Sainsburys
Watford, Hertfordshire
2021.05 - 2021.09
- Employed by Sainsbury's as a Home Delivery Driver ensuring deliveries arrive on time with an extremely friendly and confident approach. This gave me an opportunity to meet a wide variety of customers in a 1-on-1 environment delivering an excellent punctual service.
Employee
McDonalds
Bushey, Hertfordshire
2019.03 - 2019.07
- Worked at McDonald's engaging in upbeat services for customers both in-store and through the drive through.re teamwork and communication skills played vital roles in ensuring high-levels of customer satisfaction by providing both swift and affable services.
- Offered friendly, efficient customer service and handled challenging situations with ease.
- Displayed energy and enthusiasm in a fast-paced environment.
Work Experience
Harry Charles Estate Agency
Watford, Hertfordshire
2017.04 - 2017.04
- Completed work experience at Harry Charles Estate Agency Watford, collaborating with an experienced team to manage online services, payment schedules, spreadsheets, and website designs to enhance customer service. Accompanied agents at property viewings, interacting with potential tenants/buyers to foster a professional yet friendly environment.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
Prefect, Sport Ambassador, Eco Team Representative
Francis Combe Academy
- Represented the school in the Mosaic Enterprise Challenge - founded by HRH The Prince of Wales, reaching the regional finals by presenting potential business models and prospects in front of large cohorts of successful businesspeople and women. My roles as Senior Prefect and Sports Ambassador included listening to other pupils’ opinions and problems in order to overcome and find solutions to any issues.
- Encouraged respectful behaviour among students using constructive feedback techniques.
- Offered guidance to new pupils, aiding smoother transition into school life.
Education
Level 4 Diploma - Regulated Financial Planning
Chartered Insurance Institute
Biomedical Sciences Degree - BSc
Bournemouth University
Poole 2019.09 - 2022.07
A-Levels -
Francis Combe Academy
Watford, HertfordshireGCSEs -
Francis Combe Academy
Watford, HertfordshireSkills
- Office management
- Client relations
- Data analysis
- Process improvement
- Service excellence
- Record keeping
- Research collaboration
- Clinical decision-making
- Highly motivated
Interests & Activities
Outside of my academic studies, I maintain an active interest in sport and personal fitness, particularly football, basketball and gym training. During my earlier years, I led my football team to a County Cup victory, an experience that strengthened my leadership, teamwork and communication skills. Participating in team sports has allowed me to develop both as a team player and as an individual capable of performing under pressure., In addition, I regularly attend the gym reflecting discipline, consistency and motivation in achieving long-term goals. Commitment to structured personal development complements my professional mindset, reinforcing perseverance and motivation.
Awards
The Duke of Edinburgh’s Award – Bronze
Mosaic Enterprise Challenge
Timeline
Administrator
SPG Wealth Management Ltd.
2022.11 - Current
Home Delivery Driver
ASDA
2021.09 - 2022.11
Home Delivery Driver
Sainsburys
2021.05 - 2021.09
Biomedical Sciences Degree - BSc
Bournemouth University
2019.09 - 2022.07
Employee
McDonalds
2019.03 - 2019.07
Work Experience
Harry Charles Estate Agency
2017.04 - 2017.04
Prefect, Sport Ambassador, Eco Team Representative
Francis Combe Academy
Level 4 Diploma - Regulated Financial Planning
Chartered Insurance Institute
A-Levels -
Francis Combe Academy
GCSEs -
Francis Combe Academy