Administrative support to the Paraplanner and Financial Planner team, whilst working closely with clients to ensure a high level of service is provided at all times and that the company core values are always delivered.

20|20 Business Insight are a leading specialist provider of Project Management Training & Consultancy solutions, accredited by the Association for Project Management (APM), the Project Management Institute (PMI) and the APM Group (APMG). As Marketing Executive at 20|20 Business Insight I was responsible for supporting the head of marketing on projects directed at maximising company profits and developing sales strategies/marketing campaigns.

Relationship buildingDiplomaticTarget driven; Key AccountabilitiesAchieve set sales targets, across all product areas on a monthly basisWork closely with introducers to pro-actively achieve activity targetsOffer holistic financial planning to customers.To maintain and work within a specified risk model.To provide excellent customer service.