certpfs john wollers apfs

chartered financial planner

Country

united kingdom

City

london

Industry

financial services

Skill

time management, research, teamwork, project management, customer service, team leadership, social media, communication, social networking, event management, market research, pensions, investments, wealth management, business strategy, protection

Experience

office manager and paraplanner

pall mall financial independence ltd

2013-11 - 2016-6 · 2 yrs 8 mos

* DipPFS (R01, R02, R03, R04, R05, R06) * Pensions Update (R08) * Currently studying towards AF exams

management of specialist therapies

philips respironics

2012-9 - 2013-11 · 1 yr 3 mos

* Analyse raw data to identify how best to support patients. * Provide excellent patient support and management. * Create and maintain accurate patient records that comply with data protection law. * Involved in lean projects designed to create a more efficient workforce.

customer assistant and bartender

mitchells & butlers

2011-6 - 2012-6 · 1 yr 1 mo

* Customer service based role focused on creating a welcoming and homely atmosphere * Responsible for one of the two bars most shifts * Developed good relationships with customers, employees and management * Ensured a quality product was served every time * Enthusiasm, likeability and friendliness were essential for this role

junior assistant

pall mall financial independence ltd

2010-6 - 2010-7 · 2 mos

* 6 Week work placement at an innovative London based wealth management firm * Liaised with clients both over the phone and in person * Created and updated computerised client database to ensure client information was correct * Developed a feedback form that is sent out to clients * Worked closely with Paraplanners and directors to meet targets