Joshua Josef Thrower
Leatherhead,Surrey
Summary
Diligent, trustworthy and highly driven finance professional with a strong commercial instinct and a clear ambition to excel in business and economics. I consistently thrive under pressure, deliver ahead of deadlines and takes ownership of complex tasks, while quickly adapting to new challenges and devising effective, innovative solutions. I have already demonstrated an exceptional work ethic by simultaneously managing demanding higher-level studies, a role at Myers Davison Ginger and running my own Will Writing business. My commitment and capability are also underlined by achieving the CII Certificate in Discretionary Investment Management (R01 and J10) and then achieving the Financial Modelling and Valuation Certification (FMVA), all in just two and a half years.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work history
Trainee Paraplanner
Myers Davison Ginger
Aylesbury, Buckinghamshire
09.2023 - 03.2026
- Supported a team of 5-10 financial advisors by preparing detailed client reports, financial plans, and supporting documentation.
- Analysed investment funds, market trends, and economic indicators to inform portfolio recommendations and enhance client strategy.
- Conducted comprehensive market research to identify consumer behaviour patters and emerging investment opportunities.
- Managed and maintained financial data for 100+ client portfolios, monitoring fund performance, risk metrics, and allocation shifts to ensure accuracy and timely updates.
- Coordinated project timelines and deliverables across advisory teams, achieving 100% on-time completion and contributing to consistently high client satisfaction scores.
Professional Will Writer
Self-Employed
Ashtead, Surrey
10.2024 - 03.2026
- Drafted and prepared legally compliant wills and estate planning documents, ensuring each was tailored to meet individual client circumstances and regulatory standards.
- Supported the registration process for lasting power of attorney (LPA), accurately recording client data and coordinating documentation for over 20 clients.
- Built and nurtured lasting client relationships by providing empathetic, jargon-free guidance on estate planning and succession matters.
- Oversaw key business operations, including marketing, client onboarding, and financial management, contributing to a 20% increase in new client referrals over 12 months.
- Increased website traffic through regular updates of interesting and unique blog posts.
Education
Diploma of Higher Education - Discretionary Investment Management (R01 + J10)
Chartered Insurance Institute
Aylesbury, Buckinghamshire 12.2023 - 07.2025
Certificate of Higher Education - Financial Modelling and Valuation Analyst
Corporate Finance Institute
United Kingdom 09.2025 - 03.2026
A-Levels - Business, Politics and IT
St. Andrews Catholic Secondary School
Leatherhead, Surrey 09.2021 - 06.2023
Skills
- Attention to Detail
- Client relationship building
- Financial Modelling
- Business Valuation
- Microsoft Excel
- Research
- Time and task management
- Presentation ability
Certification
Institute of Practical Will Writers (IPW) Certificates:
- Introduction to Will Writing - One Day Webinar (Issued July 2024)
- WWIP - 3 Day Will Writing In Practice (Issued August 2024)
References
References available upon request.
Timeline
Certificate of Higher Education - Financial Modelling and Valuation Analyst
Corporate Finance Institute
09.2025 - 03.2026
Professional Will Writer
Self-Employed
10.2024 - 03.2026
Diploma of Higher Education - Discretionary Investment Management (R01 + J10)
Chartered Insurance Institute
12.2023 - 07.2025
Trainee Paraplanner
Myers Davison Ginger
09.2023 - 03.2026
A-Levels - Business, Politics and IT
St. Andrews Catholic Secondary School
09.2021 - 06.2023