Customer Service Representative, NatWest Rooster Money, January – May 2026

• Client Communication: Managed incoming email enquiries, providing prompt and professional replies to queries coming from adults and children

• Team Collaboration: Worked closely with colleagues to make sure clients’ needs were met.

• Data Management: Maintained and updated client records, ensuring data integrity and confidentiality.

Premier Banking Officer, NatWest Group PLC, April 2025 – January 2026

• Customer Service: Handled inbound and outbound telephone enquiries, providing clear and helpful information to clients.

• Data Management: Managed and updated contact notes and work requests, ensuring data accuracy.

• Correspondence: Drafted and sent emails to clients, maintaining clear and effective communication.

Assistant Paraplanner, Close Brothers Asset Management, September 2024 – January 2025

• Client Communication: Coordinated with financial providers and advisers to ensure seamless communication and efficient service delivery, enhancing client satisfaction and trust.

• Data Management: Managed and updated client records, ensuring data accuracy, confidentiality, and compliance with regulatory standards.

• Financial Analysis: Developed and maintained detailed spreadsheets to track financial data and client information, providing valuable insights for financial planning and decision-making.

• Process Improvement: Identified and implemented process improvements to increase efficiency and accuracy in client record management and financial data tracking.

• Team Collaboration: Worked closely with team members to support various projects and initiatives, contributing to a collaborative and productive work environment.

Client Intake Assistant, Burges Salmon, February 2023 – August 2024

• Client Onboarding: Successfully onboarded new clients, ensuring a smooth and positive initial experience.

• Cross-Functional Collaboration: Liaised with Client Support Teams and lawyers to coordinate efforts and deliver comprehensive client services.

• Due Diligence: Conducted thorough due diligence checks, ensuring compliance and accuracy in client information.

• Data Management: Maintained and updated client records, ensuring data integrity and confidentiality.

Administrator, Bowmore Financial Planning, June – December 2022

• Client Communication: Managed incoming telephone enquiries, providing prompt and professional responses to client queries.

• Correspondence: Drafted and sent professional letters, ensuring clear and effective communication with clients.

• Report Generation: Produced detailed client-based reports and reviews, supporting financial planning and decision-making.

• Team Collaboration: Consulted with paraplanners and advisers to ensure accurate and comprehensive client service.

Education

BA (Hons) History - Graduated with a 2:1

• Awarded the Roberta Anderson Award for Most Improved Student.

• A Levels Churchill Community School and Sixth Form

• Geography: B

• History: C

• Spanish: D

Psychology (AS Level): D

• GCSEs Churchill Community School and Sixth Form

• 13 GCSEs: 1 A*, 2 A’s, 8 B’s, 2 C’s

Key Skills:

• Communication: Strong written and verbal communication skills for client correspondence and advisor support.

• Attention to Detail: Maintaining precision in client files, payment processing, and compliance paperwork.

• Team Collaboration: Working effectively with advisors and colleagues to meet client needs and performance targets.

• Microsoft Office: Experienced in Microsoft Word, Excel, and Outlook.

• Research skills: Able to investigate and present findings.

• Client Service Excellence: Delivering clear, helpful, and professional support to clients via inbound and outbound calls.

• Compliance & Risk Awareness: Ensuring adherence to internal processes, regulatory obligations, and accurate documentation.

• Data Management: Accurate record-keeping and database maintenance aligned with compliance standards.

• Sales & Service Culture: Supporting pre- and post-sale activities, including keying trades and managing client journeys.

Achievements

• Exam Pass: Passed the CF1 exam.

• Client Satisfaction: Consistently received positive feedback from clients for excellent service and support.

• Client Intake Expertise: Enhanced efficiency and client satisfaction through extensive experience in the client intake process.

• Technical Proficiency: Skilled in Microsoft Office (Word, Excel, Outlook) and experienced with CRM systems and trade platforms.

• Networking and Culture: Fostered a strong professional network and supported company culture through active participation in diversity groups and charity events.

• Public Speaking: Improved public speaking skills by participating in the disability panel.

• Stakeholder Engagement: Built confidence in engaging with stakeholders at all levels.

• Training and Compliance: Completed training on Anti-Money Laundering and Client Due Diligence via LAB and MBL systems.

• Financial Planning Administration: Gained a solid understanding of financial planning administration, including the completion of platform and portfolio reviews.