J P

Joe Powell

32years • Brighton

Experiences

IFA support

09-2016 - Now

Accounting / Management control

Provide support to one IFA and a Paraplanner. Duties include: Asset allocation - re-balancing of portfolios Fund Research Communication with providers Client Liaison Basic admin and marketing support Limited use of Intelligent office (back office system)

Administrative Assistant

06-2011 - 09-2013

Accounting / Management control

Worked as an administrative assistant before going to university and then during the holidays between terms while at university until 2013, when I had my industrial placement as part of my sandwich degree. Duties included: Basic admin - filing, scanning, taking minutes, sorting mail, correspondence with clients, meet and greet.

Education & training

Bournemouth University

2011 - 2016

Windsor and Maidenhead, United Kingdom

Accounting / Management control,

Sales

My soft skills

Team player

Persevering

Responsive

Communicating

Languages spoken

English
Native language

My dreams

Before I turn 30

To become a Chartered IFA

Joe Powell

IFA support

Administrative Assistant

Bournemouth University

English