- Collaborating with a senior financial planner to collect and analyse client financial data.- Assisting in the development and upkeep of personalised financial plans that align with client objectives.- Conducting market research to inform investment approaches and portfolio oversight.- Crafting presentation materials for client consultations, incorporating visual aids like charts and financial summaries.- Engaging with clients to respond to queries and provide progress reports on financial plans.- Employing financial planning software to create projections and reports.- Keeping updated with financial industry trends, new products, and regulatory updates to ensure sound advice.- Managing client documentation with a commitment to confidentiality and data protection.

- Created invoices to clients, resulting in timely and accurate payments.- Processed and reconciled a high volume of production supplier invoices on a weekly basis.- Assisted with computing Value Added Tax (VAT) returns.- Ensured compliance with regulations by conducting regular reviews.- Established and maintained strong relationships with key external customers.

Assisting Professor Jason Sturgess with research titled “Law, Finance and Emissions”. The study examines how institutions and laws that determine financial market development affect green technology adoption and emissions.This position is part of the QMUL HSS-Bursary Scheme. Work involves identifying data availability, identifying laws and institutions relevant to green technology adoption, and creating a novel green technology law index.

In this position, I was charged with the responsibilities of budgeting, meticulously monitoring cash flows, and devising fundraising strategies. As a member of the committee, I was additionally tasked with organizing weekly runs, which required me to exhibit a strong work ethic as I efficiently balanced this commitment with my academic pursuits.

As a part of my responsibilities, I assisted in crafting strategies aimed at promoting cooperation and inclusivity. One notable initiative in which I was actively involved was the "Love Your Leo" campaign. I have a good knowledge of how to support individuals to improve their attitudes and instill them with optimism.

- Called suppliers and placed orders to obtain new stock.- Assisted in the pricing of items.- Closed the shop and Post Office in the evening.- Verified cash balances at the end of each shift.