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Jack Whiteman is listed as Accounting and Financial Management Student at The University of Sheffield, passionate about a future career within Financial Services at Gritstone Financial Planning Limited, based in Sheffield, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jack Whiteman.
Jack Whiteman previously worked as Partner Support Specialist at Gritstone Financial Planning Limited and Boxing Club Captain at The University Of Sheffield. Jack Whiteman holds Bachelor'S Degree, Accounting And Finance from The University Of Sheffield.
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Jack Whiteman is a Accounting and Financial Management Student at The University of Sheffield, passionate about a future career within Financial Services at Gritstone Financial Planning Limited.
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Sheffield, England, United Kingdom
-Supporting an SJP IFA Advising on Investments, Retirement, Protection, and Mortgage products. -Carrying out preparation work for CSMs and recommendation meetings-Preparing recommendation letters for advice provided -Ensuring compliance with FCA requirements -Leading the growth of the company's social media presence.
Sheffield, England, United Kingdom
- Leading a committee of 17 in managing a Sports Club of ~250 members- Ensuring the club’s development and achievement of desired objectives - Creating an inclusive and productive environment for members to enjoy and develop- Managing and maintaining relationships with the club’s major stakeholders - Maintaining the club’s reputation amongst the student population at the University
Sheffield, England, United Kingdom
-I represent the Sheffield University Management School at events aiming to enhance student recruitment-I talk with students interested in studying at the University, give presentations about my experiences, and help organize events.
Sheffield, England, United Kingdom
-I am responsible for the financial health of a club with more than 200 members, arranging payments to and from a variety of stakeholders, whilst working alongside a wider committee to contribute towards the club's development-Maintaining a rolling budget, whereby I reflect on the club's financial situation and ensure adequate cash is available for desired projects. -Advising the committee on matters such as product pricing, spending limits, and investment opportunities -Communicating effectively with a variety of stakeholders (committee members, University representatives, and various companies)-Processing and managing invoices, overseeing prompt payments to ensure the club's needs are met.
Sheffield, England, United Kingdom
-I worked checking returned loan kits, reviewing which items need to be charged to the hospital, and communicating this information to the relevant teams. -Use of various computer systems, including SAP bookkeeping software, and customer management programs. -Attention to detail to ensure the hospital receives adequate equipment.
Sheffield, England, United Kingdom
-Communicating effectively with Financial Advisors and clients regarding ISAs, SIPPs, and Investment Portfolios through a variety of media (Telephone, Email, Post).-Responsible for helping Advisors use the Investment Platform efficiently, offering innovative solutions to bring about the best possible client outcomes -Adapted quickly in a pressurized environment (beginning of a new tax year), and was nominated for awards because of this success. -Worked as part of a wider team to ensure business targets were met-Caller Verification, complaint handling
Sheffield, England, United Kingdom
-Progressed to Duty Manager from Events Host with experience. -Responsible for organization and management of staff to deliver exceptional customer service.-Worked as part of a management team to achieve the site's performance goals.-Communication with the site manager to implement a personal development plan.-Balancing tills, stock counts, publishing performance data. -Responsible for the safety of customers and staff, alongside security of the building.
Sheffield, England, United Kingdom
-Responsible for stock presentation and replenishment during the Christmas Period,-Fast paced environment as part of a dynamic team.
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Jack Whiteman works for Gritstone Financial Planning Limited.
Jack Whiteman is listed as Accounting and Financial Management Student at The University of Sheffield, passionate about a future career within Financial Services at Gritstone Financial Planning Limited.
Jack Whiteman is based in Sheffield, England, United Kingdom while working with Gritstone Financial Planning Limited.
Jack Whiteman has worked for Gritstone Financial Planning Limited, The University Of Sheffield, Arthrex, Aviva, and Teamsport Indoor Go Karting.
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Jack Whiteman holds Bachelor'S Degree, Accounting And Finance from The University Of Sheffield.
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