Teodor Nikolov

Experience

• 

  Coventry University

  Feb 2020 - Jul 2022

  Vice President of Bulgarian Society
• 

  Wolf Capital Academy

  May 2020 - now

  Academy Leader

  - Maintained relationships and communicating with the brand community- Established the first 1-2-1 trading mentorship program in Bulgaria- Implemented appropriate strategies to address reasons for underachievement including prolonged losses and losing motivation,learning difficulties and emotional intelligence issues with new traders.- Developed and incorporated engaging web-based supportmaterial, aptlymeeting distance learning needs.- Liaising with potential students and retained clients to the academy.- Creating sales presentations and collaborating with platform partners.- Managing and delegating workload.- Designed learning trading plans tailored to individual needs. Show less

• 

  PFC Ludogorets 1945

  Jul 2020 - Aug 2020

  Business Management Internship
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  EToro

  Jul 2020 - Aug 2022

  Popular Investor

  Sharing my trading expertise with followers using my track record of profitable trading strategies.- Share their trading insights, strategies, and market analysis with the eToro community done via posts, comments and other forms of content creation on the platform.- Showcasing their own trades and investment decisions. Demonstrate risk management skills and responsible trading practices.- Complying with eToro’s policies and regulations.- Building a number of followers on the eToro platform who trust and follow personalised trading decisions through my trading & social channels. Show less

• 

  AT&T

  Jun 2021 - Aug 2021

  Business Development Assistant Intern
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  Coventry University

  Apr 2023 - Jun 2023

  Financial Administrator

  - Data inputting and extraction from a variety of University databases ensuring accuracy and attention to detail.- Responsible for the verification, processing, and payment of Student refund requests- Respond to all enquiries via e-mail, and telephone ensuring a professional service is provided to students, suppliers, and staff.- Create, update, and maintain Excel spreadsheets and log data. To include data sorting, filtering and use of formulas in Excel.- Working as part of a team to provide assistance to internal and external customers, including query resolution and day-to-day use of allour systems.- Identify and assess process improvement initiatives.- Assist in the maintenance of procedure documents ensuring they are accurate and up-to-date. Show less

• 

  Elevation Wealth Management

  Jun 2023 - now

  - Undertake product and market research- Interprete data obtained by Consultant/Advisers during client meetings- Analyse data and using research tools to provide solutions to meet client needs and objectives- Provide records to support research undertaken- Consolidation of client needs and objectives, together with the recommendations and course ofaction in a written format via a draft suitability letter, client specific illustration/ key featuredocument and forms/ information required for sign up as directed by the Consultant/ Adviser- Oversee delivery of on-going service and prepare files for clients- Liaise with Paraplanning (internal/ external) to explain requirements and track delivery ofreports- Liaise with New Business/Existing Business teams to handover packaged cases and sort out anyfurther requirements- Produce client valuations and summaries as required by the Consultant/ Advisers- Produce PRs and Annual Reviews Packs- Collate weekly and monthly management information for Lead Consultant monthly reporting,namely clients seen, appointment numbers held, new clients acquired, yields per meeting etc. Show less - Running comprehensive IO activities for each piece of business whether it is new business, top-ups or any other policy variations for example change of DFM/Model, Fund Switches, adding fees, and keying general client information from Factfind forms on IO.- Preparing Sign Up Pack and relevant documentation for the Financial Advisor- Working with tools such as Dynamic Planner, Morningstar etc. to produce Suitability Reports & Exec Summaries.- Have a comprehensive understanding of the IO back office system and how it is integral to the business- Submitting LOA Applications to providers to collect relevant policy information needed for Suitability Reports- Provide ongoing administration of platform and non-platform-based investment and pension products including SIPPs and SSASs. Show less

  • Account Executive

    Mar 2024 - now

  • IFA Administrator

    Jun 2023 - Mar 2024