J P

Joe Powell

32 ans • Brighton

Expériences

IFA support

- Maintenant

Comptabilité / Contrôle de gestion

Provide support to one IFA and a Paraplanner. Duties include: Asset allocation - re-balancing of portfolios Fund Research Communication with providers Client Liaison Basic admin and marketing support Limited use of Intelligent office (back office system)

Administrative Assistant

Comptabilité / Contrôle de gestion

Worked as an administrative assistant before going to university and then during the holidays between terms while at university until 2013, when I had my industrial placement as part of my sandwich degree. Duties included: Basic admin - filing, scanning, taking minutes, sorting mail, correspondence with clients, meet and greet.

Formations

Bournemouth University

2011 - 2016

Windsor and Maidenhead, United Kingdom

Comptabilité / Contrôle de gestion,

Ventes

Mes qualités

Esprit d'équipe

Persévérant·e

Réactif·ve

Communicant·e

Langues parlées

Anglais
Langue maternelle

Mes souhaits

Avant mes 30 ans

To become a Chartered IFA

Joe Powell

IFA support

Administrative Assistant

Bournemouth University

Anglais