Jack Chamberlain Email & Phone Number

London, GB

London, England, United Kingdom

Operations has always been the core of my career aspirations. In my previous roles, I've helped design and implement wealth management processes, trained countless team members, and even stepped in to cover for an Associate Director of Operations during maternity leave for a large IFA practice in East Anglia.I am thrilled to be part of WWP's growth phase..

Cambridge, England, United Kingdom

I moved to Gibbs Denley when the adviser I had previously been supporting at Beckett Investment Management Group retired - choosing to take on an opportunity with a new firm and add further responsibility to my role.In addition to the responsibilities listed in my other support roles at Mattioli Woods and Becketts, I am responsible at Gibbs Denley for.

Cambridge, England, United Kingdom

Alongside my Senior Client Support role, I was covering the maternity leave of an associate director from the Operations Team (January 2023 - July 2023). Responsible for:- Generating MI reports for the board- Working extensively on our data, to ensure it is the best it can be- Working with the integrations team at Progeny (the firm who has bought Gibbs.

Bury St Edmunds, Suffolk, United Kingdom

This role helped to develop upon, and increase, the skills and knowledge gained whilst working at Mattioli Woods. Namely supporting a senior associate director and managing his large client bank, covering all areas of financial advice. My day was always varied, but often included:- Providing high level, one-to-one, administrative support, for an associate.

Newmarket, Suffolk, United Kingdom

I was asked to take on this role to support the managing partner’s clients exclusively. These clients accounted for over £100m of assets under management. In addition to the responsibilities in my role as a Client Relationship Manager, I was responsible for:- Writing suitability reports- Product and provider governance research- Compiling information.

Newmarket, Suffolk, United Kingdom

Providing administrative assistance to financial advisers for high-net-wealth individuals within the private wealth management sector. Helping the advisers to create and preserve wealth, as well as meeting all protection needs, whilst ensuring brilliant client outcomes. My role consisted of:- Working alongside my team to ensure successful implementation of.

Newmarket, Suffolk, United Kingdom

When offered the opportunity to become a supervisor I took it on eagerly! I was excited to learn new things, take on more responsibility and help in the development of our team.I successfully improved storewide sales and profitability through the implementation of social events for our customers. My team set the standard for all social events, across the.

Newmarket, Suffolk, United Kingdom

Customer service was the main focus point whilst in this role. Constantly interacting with customers, as well as colleagues while following instruction from my team supervisor on day-to-day duties. In addition:- Serving customers; often generating high-value sales. Our store stocked a range of high-end stationery brands, such as Porsche Design, Parker.

Cmi Advanced Level Nvq, Business Management

CMI Advanced Level NVQ, Business Management

English Lit, English Lang, Mathematics, Science, History, Geography, Business Studies & Art, A-C

Activities and Societies: 1st Swim Team & Extra ComputingStudied for GCSEs. Completed in June 2011