Experience

• 

  Nationwide building society

  Mar 2007 - Aug 2012

  Customer representative

  I'm on the front line of the business dealing face to face with the customers. Helping deal with their day to day transactions, offering services to each of them to suit their needs i.e insurance, financial advice, life insurance.

• 

  Esg.

  Sept 2012 - Jun 2013

  Enrolment assessor

  Signing up 16+ onto NVQ and functional skill qualifications.

• 

  Interserve learning & employment

  Jun 2013 - Nov 2016

  Tutoring Maths, English and ICT functional skills at level 1 and 2 for students on Apprenticeships

  • Functional Skills Area Manager

    Sept 2014 - Nov 2016

  • Functional Skills tutor

    Jun 2013 - Sept 2014
• 

  Milestone financial planning

  Nov 2016 - now

  Financial Planner

  • Director & Financial Planner

    Nov 2017 - now

  • Financial Planner

    Nov 2016 - Nov 2017