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James Greene is looking for a Accounting & Finance job in Limassol;Paphos, Cyprus.
Assistant Office Manager: March 2014 - Present
Emery (IFA) Ltd, Chartered Independent Financial Advisers
- Manage an administrative team of 8 with regards to their client based workload.
- Manage a caseload of clients ranging from large corporate companies to individuals.
- Design and implement new procedures to enhance efficiency and work output.
- Work as a pivotal link between the advising team and administrative team.
- Meet face to face with clients (Corporate and Personal) on behalf of the Advisers.
- Attend client meetings with the advisors in a supportive role.
- Assist the advising team with research and report writing.
- Perform annual Platform Due Diligence for the company.
- Organise regular meetings with providers and fund managers to ensure up to date market knowledge.
- Attend regular webinars and conferences to maintain current knowledge.
- Assist the administrative team with industry exam knowledge when needed.
- Provide a problem solving point of contact for the admin team.
Partnership Connect Consultant: April 2013 – February 2014
Zurich Intermediary Group
- Offer support to financial advisers for protection business.
- Act as a first point of contact between the adviser and Zurich.
- Address pre-application queries regarding the underwriting of a client.
- Present current market insight and business opportunities for new products.
- Ensure a smooth process from application to issue by liaising with other departments.
- Update and attend to outstanding requirements for submitted policies for aligned advisers.
- Offer CPD opportunities by way of webinars and workshops.
- Assist with market campaigns for advisers.
- Face to face visits with clients to maintain rapport and develop relationships
Cover Supervisor: April 2012 – April 2013
Sir Thomas Rich’s Grammar School
- Supervise classroom and practical lessons in the absence of their allocated teacher
- Monitor and aid students as required on their set work
- Ensure control and management of a group of around 30 pupils
- Coach and develop the under 15s and 1st team squads
- Ensure pupils are reaching their potential, highlighting areas that need to be worked on and addressing them as well as providing praise for achievements
Engineering assistant: June 2010 – September 2011
Afos Ltd
- Working for the global market leader in designing and building specialised equipment for use in mortuaries, laboratories, surgical and pharmaceutical environments.
- Attend site visits with the engineers to address any issues and establish action plans
- Provide administrative support when not required on site: organising the engineers with diary plans, maps and accommodation as well as editing and filing site reports
- Considerable travelling involved including working abroad in Paris, Milan and Canada.
Personal Trainer and Management Support: February 2007 – June 2011
Cave Castle Health and Leisure, Church Hill, South Cave, East Yorkshire, HU15 2EU
- Provide one to one training with clients, designing individual programs tailored to their specific needs be it general fitness, return from injury or training towards a triathlon..
- Highly involved in the sales of memberships and working on promotions and offers to increase sales and meet quotas.
- Dealing with complaints and incident reports in the absence of the General Manager.
- Maintaining a rapport with contractors to ensure problems were dealt with efficiently and effectively
Currently working towards my Discretionary Investment Management Certificate
The Chartered Insurance Institute
Investment Management Certificate (IMC)
CFA Society UK
Diploma in Regulated Financial Planning
The Chartered Insurance Institute
Certificate in Paraplanning
The Chartered Insurance Institute
BSc (Hons) Sports Studies
University of Gloucestershire
Upper second class (2.1)
Foundation Degree in Sports Studies
Hull College
Upper second Class (2.1)
NVQ Level 3 Advanced Personal Training
Hull City and Guilds
Distinction
South Hunsley School
8 GCSEs including English, Maths and Science
AS and A Levels including Business Studies
- Qualified to adopt an advisory or supportive role.
- Currently support a team of six Independent Financial Advisers.
- Whole of market experience for pension, life and protection business.
- Manage a team of 8 administrators with all client focused work.
- Intricate knowledge of most investment platforms, specifically Fidelity, Old Mutual and Aviva.
- Understanding of Iress Adviser Office back office system.
- Experience in varying tasks from logging client contact to detailed report writing.
- Ability to provide performance analysis and tax calculations for specific client circumstances.
- Experience in a client facing role.
- review, amend and implement internal work procedure to enhance efficiency.
Fluent in English
BSc (Hons) Sports Studies
University of Gloucestershire
Upper second class (2.1)
Foundation Degree in Sports Studies
Hull College
Upper second Class (2.1)
NVQ Level 3 Advanced Personal Training
Hull City and Guilds
Distinction
South Hunsley School
8 GCSEs including English, Maths and Science
AS and A Levels including Business Studies
working toward my Discresionary Fund Management Certificate
Member of the Personal Finance Society
I am a keen sportsman and as well as keeping generally fit, I have been involved in both professional and semi-professional rugby union and rugby league. Additionally, I also enjoy the gym and middle distance running when not spending time with my daughters.
Available on Request
