George Moses Email & Phone Number

Bournemouth, GB

Bournemouth

Bournemouth, England, United Kingdom

Responsible for raising assets, cross-selling and retaining existing business with Southwest intermediaries, by developing and nurturing relationships across advisory and discretionary channels.

London, United Kingdom

London, United Kingdom

London

Bristol, United Kingdom

• Basic Roles:
• Primarily taking incoming telephone enquiries from investors on both new and existing business.
• Answering client queries on a range of different investment vehicles including equities, unit trusts & OEICs, exchange traded investments, VCTs and government & corporate bonds.
• Relaying generic product & regulatory knowledge (taxation, etc.), together with knowledge of services that is offered at Hargreaves Lansdown.
• Expected to be able to explain the relevance and consequences of various complex rules and procedures to our clients in plain English.
• Required to work closely with a range of teams internally, including Marketing, Stockbrokers, Administration and Financial Advisors to successfully resolve a client’s enquiry.

Hilton, Kwazulu Natal, South Africa

• Football coach to boys and girls aged from 5 to 11 and Cricket coach and manager to U14 boys.
• Hosting home fixtures, greeting parents and opposition and providing refreshments. Travelling with my team to away matches as manager and representative of the school sports department.
• Responsibility for groups of up to fifteen children at a time, ensuring they were always safe and leading them by example with discipline but fairness.
• Organising fixtures and liaising with parents by ensuring children were sent home with permission slips to be collected the following day.

Ixopo, Kwazulu Natal, South Africa

• Our mission statement: To build children, in a balanced, wholesome environment, and empower them to climb their own mountains.
• Team leader accountable for groups of school children on 3 or 4 day camping trips as part of a fun, team building and educational experience.
• Leading groups of children on mini safari excursions, night walks, swimming, team games and more, as well as supporting them on other unforeseen issues during the length of the trip.

Ba (Hons), Economics, 1St / 77%

Year One: 77% Year Two: 75%

A Level/As Level, Economics, Mathematics, Product Design, Physics, A-C