Jesse Middleweek
Harlow,Essex
Summary
Experienced financial management professional with strong analytical and quantitative skills. Proficient in MS Office and CRM systems, with a solid foundation in financial processes and administrative support. Expertise in data entry, spreadsheet management, and customer service, complemented by exceptional relationship management abilities. Skilled in office administration, process improvement, and effective problem-solving.
Overview
13
13
years of professional experience
1
1
Certification
Work history
Finance & Client Operations Administrator
Portbury Wealth Management
Woodford Green, Redbridge
10.2023 - 01.2026
- Assist clients by addressing queries and ensuring effective communication.
- Process new applications, fund transfers, and documentation for investments, pensions, and protection products.
- Support advisers by preparing meeting packs, generating illustrations, and gathering product information.
- Maintain client information and interactions accurately on CRM/back-office systems.
- Follow internal procedures and regulatory requirements to ensure data integrity.
- Manage incoming post, handle fund switches, perform financial calculations, and assist with office administration.
- Communicate with product providers to obtain information and progress cases.
Insolvency Administrator
ThorntonRones Ltd
Loughton, Essex
04.2022 - 01.2023
- Assisted clients in gathering financial data and confirming details for form preparation.
- Supported resolution of disputed claims as client representative for tax officials.
- Conducted reviews of personal and business records for insolvency cases.
- Helped resolve issues with invoice coding and monitored recurring expenses for accrual entry.
- Facilitated analysis of budgets and financial projections for reporting.
- Coordinated month-end and year-end financial processes.
Upholsterer
Steve Smith Upholstery Ltd
Brentwood, Essex
11.2021 - 04.2022
- Selected fixtures and tool jigs to support assembly requirements for quality outcomes.
- Handled cutting instruments carefully to ensure precision and minimise risks.
- Lined and upholstered furnishings using appropriate methods for various materials and styles.
- Maintained clean and organised workstations to prevent potential furniture damage.
- Inspected materials prior to use for compliance with drawings and assembly specifications.
- Assisted in developing patterns and templates to meet customer design specifications.
- Prepared materials ahead of time to facilitate smooth production processes.
- Worked consistently to meet upholstery deadlines while achieving productivity and performance targets.
- Collaborated with assembly and finishing teams to aid in delivering results within time and quality constraints.
Specialist Investigator - Civil Servant
Her Majesty's Revenue and Customs, HMRC
London, United Kingdom
10.2013 - 05.2021
- Assisted in civil recovery team within economic crime.
- Supported actions against entities involved in tax evasion/fraud.
- Enforced outstanding tax liabilities through various methods.
- Conducted asset checks to analyse information for recovery routes.
- Collaborated with other teams to identify effective plans.
- Liaised with stakeholders, including debt management and solicitors.
- Maintained case management system by recording actions.
- Developed IT skills among colleagues for improved efficiency.
- Facilitated team communications for meetings and digitalised processes.
Teaching Assistant
Ainslie Wood Primary School
Chingford, London, United Kingdom
11.2012 - 10.2013
- Set up visual aids and classroom displays to assist teachers during lesson delivery.
- Supported teachers with classroom management and document coordination to uphold a positive learning environment.
- Supervised groups of students both on school premises and off-site to ensure safety and security.
Education
A-Levels -
Woodbridge High School
Woodford, Redbridge, United Kingdom08.2011
GCSE -
The Latymer School
Edmonton, Haringey, United Kingdom08.2008
Skills
- Financial Expertise
- Analytical and Quantitative Skills
- Technology Proficiency - MS Office & CRM systems
- Data Fluency
- Relationship Management
- Interpersonal Skills
- Office Administration
- Mathematically Competent
- Analytical & Problem-Solving
- Process improvement techniques
- Adaptability and Continuous Learning
- First Aid Skills
- Creative
- Able to handle pressure
- Team player but can also work independently
- Pro-active
Certification
- August 2015 - HNC/NVQ Level 4 in Business & Administration
- July 2015 - Full UK Driver's License
- March 2010 - ASA Level 2 Award in Teaching Aquatics
Languages
English
Native language
Russian
Intermediate
B1
German
Intermediate
B1
Interests
- Football (Playing & managing a team)
- The Scouting Association
- Camping
- Graphic Designing
- Social Media
References
References available upon request.
Timeline
Finance & Client Operations Administrator
Portbury Wealth Management
10.2023 - 01.2026
Insolvency Administrator
ThorntonRones Ltd
04.2022 - 01.2023
Upholsterer
Steve Smith Upholstery Ltd
11.2021 - 04.2022
Specialist Investigator - Civil Servant
Her Majesty's Revenue and Customs, HMRC
10.2013 - 05.2021
Teaching Assistant
Ainslie Wood Primary School
11.2012 - 10.2013
A-Levels -
Woodbridge High School
GCSE -
The Latymer School