Sam Hunt Email & Phone Number

Horsham, England, United Kingdom

Horsham, England, United Kingdom

Haywards Heath, England, United Kingdom

OutlineTo assist and maintain the day to day operations of an Independent Financial Advisers office, and primarily oversee the growth of client capital and coordinate any necessary changes to client portfolios.Key Responsibilities • To analyse the financial position of potential and existing clients, and discuss all future options and implications of any potential changes • Sit in on and conduct client meetings to discuss past, present and future financial… Show more OutlineTo assist and maintain the day to day operations of an Independent Financial Advisers office, and primarily oversee the growth of client capital and coordinate any necessary changes to client portfolios.Key Responsibilities • To analyse the financial position of potential and existing clients, and discuss all future options and implications of any potential changes • Sit in on and conduct client meetings to discuss past, present and future financial affairs• Formed part of the in-house research team that conducted quarterly fund research and then constructed client’s portfolios using funds from the research and integrating them with Modern Portfolio Theory• Led the client review process, presented the portfolio’s annual findings to the client, and discussed any changes to their circumstances and risk• Manage end to end client processes and facilitate any transfers of Pensions, ISA’s, GIA’s etc.• Analyse the tax implications of clients’ current and future situation and the potential impact any changes could make to this• Track any significant changes to platforms which client money is held• Phase client money into the market accurately with Pound Cost Averaging• Use Morningstar Advisor Workstation to construct detailed and advanced Investment Plans for clients existing capital and any additional capital they may have• Currently Studying towards the RQF Level 4 Diploma In Financial Planning Show less

Brighton, United Kingdom

OutlineProvide support to the employees in the family business, ensuring that the company ran smoothly by producing regular spreadsheets and financial updates.Key Responsibilities• Provide monthly income and expenditure reports, by producing regular excel spreadsheets• Handle invoices and receipts relevant to the company finances• Prepare monthly spreadsheet returns to accountants

Brighton, United Kingdom

OutlineI was responsible for customer service and enquiries, from a diverse range of customers. The role comprised of a wide range of opportunities which helped develop a varied range of skills.Key Responsibilities• Assisted in numerous events, including the Labour Party conference and Goodwood Festival of Speed• Liaised with a diverse range of staff and customers, providing assistance when required.• Thrived in the pressurised environment by delivering the best possible… Show more OutlineI was responsible for customer service and enquiries, from a diverse range of customers. The role comprised of a wide range of opportunities which helped develop a varied range of skills.Key Responsibilities• Assisted in numerous events, including the Labour Party conference and Goodwood Festival of Speed• Liaised with a diverse range of staff and customers, providing assistance when required.• Thrived in the pressurised environment by delivering the best possible service Show less

Bachelor Of Science - Bs, Economics, First Class Degree (Hons.)

Activities and Societies: Cricket, Football and Golf

Bachelor Of Science - Bs, Economics

Studied at University of Western Ontario as part of the University of Essex Academic Exchange programme