Sarah Crouch Email & Phone Number

London, Gb

Platform side cafe serving up locally roasted specialty coffee, hot brews and artisan bakes to SE21’s commuters

London, England, United Kingdom

London, England, United Kingdom

Customer success agent for this rapidly growing ecommerce business. Ensured customer satisfaction was high and enquiries were dealt with professionally and promptly. Focus on customer retention and encouraging loyalty.

London, United Kingdom

Supporting Financial Advisers in their delivery of Financial Advice to existing and new customers. Providing technical support to stakeholders in the business, including customer support, marketing, compliance teams. Guiding and assisting customers through their financial life decisions. Content writing for the nutmegonomics blog, press articles and social media.

London, United Kingdom

London, United Kingdom

Thoroughly loved my time with Leonard Cheshire in supporting adults and young people living with Disabilities and seeing how employment and technology based initiatives and projects can be set and implemented, and the quality and impact measured qualitatively and quantitatively on changing lives. The team are truly amazing in the contribution they make, and the clients of the LCD services are inspiring.

London, United Kingdom

Discretionary portfolio management for personal and pension clients, via tax efficient wrappers including ISAs, SIPPs, Corporate registered pension funds, Junior ISAs, and trusts including those with charitable distributions. Specialised in direct and fund based UK and International equities, fixed interest and multi-asset allocations. Managed funds in excess of £80 million of client assets in a range of risk weighted investment mandates and bespoke strategies.

Supporting an Executive and Private Client Director in managing client relationships and investment portfolios for the largest discretionary client base by FUM and volume of portfolios within the firm. I was also the senior team member so ensuring new team members were suitably trained, and in providing guidance and knowledge to more junior members. We managed the majority of portfolios with a direct investment strategy in UK equities, FTSE 100, small and mid cap, and AIM investments, fixed interest directly and via funds, cash management, forex, and money market contracts.

Custody Administration - Free of Payment Transactions via custodian and their network, Dematerialising and Materialising of stock. Liaison with Transfer Agents to ensure prompt settlement of stock transfers, and resolution of preventative issues.Stocks & Share ISA Administration for Bank clients including tax year subscriptions, transfers in and out, and closures, communication with front office, and HMRC regulatory reporting.

Provided office administration support, investigated Invoicing enquiries, Retail and B2B sales of Business Stationary and Print.

Bachelor Of Science (Bsc), Business Studies, 2:2

BSc Business Studies

Education record

Activities and Societies: Ladies Football and started up the Ladies Rugby team GCSEs