Samuel Jacobs Email & Phone Number

Westerham, Gb

Croydon, United Kingdom

Having originally joined this Financial Advising company as an Administrator, I was quickly promoted into a Sales Support, then Junior Paraplanner role. Working within a team of 13, I provide support to both Directors and two Financial Advisors. My role is a varied one and ranges from updating the company website to rebalancing funds for its 400 clients. Responsibilities & Achievements Include:• Export data from the CRM system to Excel, to create a detailed spreadsheet, allowing us to calculate income per client, track client information and ensure compliance. • Collating information for advisors to advise clients including illustrations, existing policy information or other research.• Writing of basic suitability letters for all aspects of the business.• Reviewing with advisors and comprehensive preparation of client files for presentation meetings including all compliance documentation, current plan values and FE Analytics performance graphs.• Comparing client investment assets using specific websites comparing growth and cost to determine the best investment option for the client.• Assist in servicing existing clients.• Assist Operations Manager on day-to-day basis to ensure smooth running of a busy practice.• Processing fund switches, policy fund re-balancing and income requests.• Coach and mentor new administrators and ensure systems and procedures are adhered to.• Meticulously update systems (including the client portal and CRM system) with client data and policy information.• Use Excel with formulas working with spreadsheets to identify potential deals.• Work closely with senior Paraplanner to rebalance client investments biannually. • Responsible for maintaining and updating the company website. This includes publishing regularblog posts, sourcing the images for them and dealing with any queries received via the contact page.• Send out a quarterly newsletter by post and by email.

University Of Bedfordshire

Working as a Data Analyst for the CATS (Creative Arts, Technologies & Science) faculty, I was part of a team of 10 and reported to the Faculty Manager. Responsibilities & Achievements Included:• Monitoring and reporting on the attendance of over 4000 students using an in-house programme which also utilises student information software (SITS:Vision).• Using a bespoke Microsoft Excel programme dealing with high amounts of information to analyse the attendance of specific students.• In Excel, I used formulas and worked with many spreadsheets, tracking overall attendance throughout the academic year.• Contact with the data input and student advising teams to prompt subsequent action, as well as liaising with our International Office to maintain the high standards of the Faculty.• Working to keep to strict deadlines, which were continuous.• I also helped other departments within the Faculty, creating graphs and charts to explain or illustratecertain parts of a report or table for presentations.• Writing minutes in meetings held by academic departments.

Bachelor Of Science (Bsc), Computer Games And Programming Skills, Second Class First Division

I studied Computer Games Development, graduating with a 2:1. During my time at the University of Bedfordshire I used a variety of programs.

A Levels, Btech Sport, It

I studied IT and Btech Sports at Charles Darwin where I earned a C in IT and double Distinction in Btech Sports. Btech Sports consisted.