Fyn Simmonds
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Fyn Simmonds Email & Phone Number

Location: London, England, United Kingdom 2 work roles 5 schools
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Role
Protection and Trust Administrator
Location
London, England, United Kingdom
Company size

Who is Fyn Simmonds? Overview

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Fyn Simmonds is listed as Protection and Trust Administrator at Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place, a with 11 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Fyn Simmonds.

Fyn Simmonds previously worked as Business Administrator at Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place. Fyn Simmonds holds Diploma Of Education, Law from London Metropolitan University.

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Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place

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Profile bio

About Fyn Simmonds

I have been working at Oakway Wealth Management since 2021. Here I have found my confidence, improved my communications skills and professional manner. I started off as a Business Administrator, booking in clients for annual review meetings, managing the Letters of Authority process, gathering documentation ahead of a meeting and much more. I am now working as a Protection and Trust Administrator where I support the advice team with the processing of trust and protection cases. I am preparing suitability letters, reviewing client Wills, preparing trust forms, etc. I have completed my BA Honours in Criminology and Law where I achieved a 2:1. Currently, I am studying for my Diploma in Law. This will further my knowledge and understanding of the legal system and set me up for a bright future in the law industry. I thrive on client satisfaction, a hard working team and managing my time effectively. Juggling part time work and full time study since 2021 has been challenging, however I am equipped with the resilience, determination and commitment to succeed.

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Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place
Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place
Protection and Trust Administrator
London, GB
Website
Employees
11
AeroLeads page
2 roles

Fyn Simmonds work experience

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Business Administrator

Current

London, England, United Kingdom

As a Business Administrator, I have gained comprehensive experience in supporting the operational needs of my organisation. My role encompasses a variety of responsibilities that have allowed me to develop a robust skill set and a keen understanding of effective business operations. Key Responsibilities:Oversee the organisation, filing, and retrieval of important documents, maintaining meticulous records and ensuring confidentiality. Manage calendars, schedule client meetings, and book meeting rooms.Letter of Authority process, collating plan information for pensions and investments, and making sure the client is up to date with all queries related to their plans. Organise client gifts and maintain a process to ensure special events are not missed. Deal with all incoming client enquiries and respond in line with Practice Service Level Standards. Drafting annual review letters and suitability letters for clients. My current role since Sep 2024 has changed to the following:Updating social media accounts weekly. Reviewing client Wills and Power of Attorneys. Contacting solicitors to progress client Wills, etc. Preparing Trust forms for pension and protection plans. Preparing compliant suitability reports for advice reviews and protection cases. Completing and updating CFRs. Key Skills:Organisational skillsTime managementCommunicationAttention to detailThrough my business administrative role, I have developed a solid foundation in supporting business operations and contributing to organisational success. I am excited to continue building on these experiences and skills as I pursue new opportunities in the world.

Aug 2021 - Present
Team & coworkers

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5 education records

Fyn Simmonds education

FAQ

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What company does Fyn Simmonds work for?

Fyn Simmonds works for Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place.

What is Fyn Simmonds's role at Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place?

Fyn Simmonds is listed as Protection and Trust Administrator at Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place.

Where is Fyn Simmonds based?

Fyn Simmonds is based in London, England, United Kingdom while working with Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place.

What companies has Fyn Simmonds worked for?

Fyn Simmonds has worked for Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place.

Who are Fyn Simmonds's colleagues at Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place?

Fyn Simmonds's colleagues at Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place include Ben Whitehouse, John Finnegan, Neil Bhatt, Simon Booth, and Sarah Mcdonnell.

How can I contact Fyn Simmonds?

You can use AeroLeads to view verified contact signals for Fyn Simmonds at Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place, including work email, phone, and LinkedIn data when available.

What schools did Fyn Simmonds attend?

Fyn Simmonds holds Diploma Of Education, Law from London Metropolitan University.

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