• Processing adviser commission payments in Intelligent Office(Business Management Software for IFAs)• Generating and Executing weekly payment run for all adviser firms in the network• Working with pensions, insurance and investment companies to resolve issues and deal with adviser queries • Generating numbers for quarterly financial reports• Executing client investment orders• Execution of buy, sell and rebalance orders

• Proprietary Foreign Exchange Trading firm with an educational arm to the business that provides instruction on trading the Foreign Exchange Market• Enrolled on Trading Academy Masters course building knowledge of the Foreign Exchange Market, Fundamental Analysis and Technical Analysis and various trading strategies• Developed an online e-learning portal providing an additional revenue stream for the business and expanding the company’s reach internationally• Qualifying sales leads and establishing relationships with clients before passing clients onto Head of FX Trading