I strive for constant excellence in my manner and interests, aiming to be empathetic and dedicated, with these values I feel being close to me, and the financial industry. I am intrigued by the financial world and its applicability, wishing to grow my knowledge, expertise and craft with the help of others , whilst keeping up with events through news channels such as Bloomberg Tv.
FESPA allowed me to delve into the key roles of each sector within their business. My insight was captured on the Finance sector, where I was able to view annual progress presentations discussing KPI's , highlighting financial objectives and displaying detailed budget allocation. Further tasks were administered, where I used companies house, and applicable research to ascertain investment performance and evaluate ROI's of different companies, Additionally I was able to work within groups , tackling various assignments set by different sectors of the company , such as an evaluative events selection presentation , which was highly appraised by the CEO Neil. My extension of analytical knowledge and capacity of understanding for each sectors service to the customer base was an invaluable takeaway from my experience.
Being a part of the Advanta Wealth team allowed me to extend my knowledge into Financial Services, portraying the level of professionalism and cooperation, while giving me the opportunity to understand client management systems such as Intelliflo , and enhance my comprehension on risk assessment, financial market research and client meetings. I had the privilege to be present within meetings with top financial advisors within the firm, discussing the role and learning more about the industry. Along with this I was given a variety of administrative tasks, including reorganising client info within systems and contacting other business within the industry. The monitored detail into quality client service and culture of teamwork was inspiring and culminative to the experience.