Joshua Josef Thrower
Leatherhead,Surrey
Summary
A diligent, trustworthy, and aspirational person who is really interested in pursuing a career in business and economics. I can best characterise myself in that way. I have the ability to work under pressure when necessary to achieve deadlines and am committed to finishing the duties assigned to me. Another strength is my ability to adjust to new obstacles when they come up and to come up with innovative solutions to issues when they do occur. My ability to study, work at MDG, and manage my own business all at once demonstrates my strong work ethic. In order to further demonstrate my attention to this profession, I have also spent the last two years pursuing my diploma in discretionary investment management.
Overview
1
1
year of professional experience
Work History
Trainee Paraplanner
Myers Davison Ginger
Aylesbury, Buckinghamshire
09.2023 - Current
- Assisting 5-10 financial advisors by preparing detailed reports, plans and client documentation.
- Evaluating investment funds, market trends and economic conditions to support portfolio recommendations.
- Conducted in-depth market research to understand consumer behaviour.
- Maintaining and organizing financial data for client portfolios, including fund performance metrics and risk assessments.
- Ensured timely project completion for customer satisfaction.
Professional Will Writer
Self-Employed
Ashtead , Surrey
10.2024 - Current
- Preparing legally compliant wills and related documents tailored to clients' specific needs.
- Gathering and Entering Client Information for the process of registering lasting power of attorney's.
- Building and maintaining client relationships, providing empathetic and clear guidance on estate planning.
- Managing the operational aspects of the business, including marketing, client acquisition, and financial management.
Education
Diploma of Higher Education - Discretionary Investment Management (R01 + J10)
Chartered Insurance Institute
Aylesbury, Buckinghamshire 09.2023 -
Diploma of Higher Education - Investment Principles and Risk (R02)
Chartered Insurance Institute
Aylesbury, Buckinghamshire 09.2024 - 12.2024
A-Levels - Business, Politics and IT
St. Andrews Catholic Secondary School
Leatherhead, Surrey 09.2021 - 06.2023
Skills
- Attention to Detail
- Client relationship building
- Research
- Time and task management
- Presentation ability
Affiliations
- Sports including American Football, Football and Basketball
- Travelling
- Cooking
- DIY
Languages
Spanish
Intermediate
Timeline
Professional Will Writer
Self-Employed
10.2024 - Current
Diploma of Higher Education - Investment Principles and Risk (R02)
Chartered Insurance Institute
09.2024 - 12.2024
Trainee Paraplanner
Myers Davison Ginger
09.2023 - Current
Diploma of Higher Education - Discretionary Investment Management (R01 + J10)
Chartered Insurance Institute
09.2023 -
A-Levels - Business, Politics and IT
St. Andrews Catholic Secondary School
09.2021 - 06.2023
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