Matt Jeffery

Experience

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  J D Wetherspoon

  Jun 2011 - Sept 2011

  Bar Associate

  Key activities:- Provided customer service to huge numbers of airport customers.- Organised and ran busy food service.- Thrived in high-frequency retail environment.- Highest sales with least errors in one week; took over £8,000.J D Wetherspoon is a British pub chain with headquarters in Watford, Hertfordshire. Founded in 1979 by Tim Martin, the company owns over 900 outlets. The Flying Horse is a friendly, relaxing, family pub, offering great value and great British food. Show less

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  Www.highandbye.com

  Dec 2011 - May 2013

  Founder

  www.highandbye.com was set up as a project to publish views on music, politics, theatre, art, and sports, specifically focussed on the Birmingham area. The website enjoyed great success with local businesses and musicians, and became active across a much wider geographical area than at inception.Key Activities- Managed a team of five individuals creating and posting content on the site.- Created content and had editing oversight on all articles from the team.- Created all artwork and website design personally.- Designed, sourced and sold out of a range of website branded merchandise. Show less

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  Park Lane Champagne

  Dec 2011 - Dec 2011

  Warehouse Hand

  Key activities:- Took part in various warehouse activities.- Personalised champagne orders for clients.- Inventory management of incoming stock, and logistics for outgoing orders.Park Lane Champagne is a specialist importer of personalised champagne. We source excellent quality champagne (and other liquor products) from great producers with whom we have established and reliable relationships and sell direct from the producers' cellars or the premises in the UK.

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  RSA

  Jul 2012 - Dec 2012

  Marketing Intern

  Key activities:- Worked within the Marketing Communications (Marcomms) team.- Project managed the update of legal documentation for high-end retail insurance clients.- Liaised with various departments on the progress and completion of the various elements.- Maintained and streamlined the central team mailbox and internal communications system.- Managed the quality control process of updating documentation and version retention.RSA is one of the world’s longest standing general insurers, providing peace of mind to individuals and families, and protecting small businesses and large corporations from uncertainty for more than 305 years. More Than is a subsidiary of the RSA Insurance Group, offering motor, home, pet, and travel insurance, along with a B2B insurance proposition. Show less

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  Saunderson House

  Sept 2013 - Jun 2016

  Key activities:- Analysed client portfolios and made investment and financial recommendations to clients.- Traded in funds, investment trusts, and government securities on behalf of clients.- Presented work directly to clients and prospects of the business.- Managed team workflow and quality assured work of junior team members.- Aided in the business development and management of the business where possible.Saunderson House is a leading Chartered firm of independent wealth managers providing award winning advice to the UK’s leading law and accountancy partners, barristers, private equity partners, entrepreneurs, City professionals and business leaders as well as family estates, charities and trusts. The firm's purpose is to help clients preserve, grow and pass on their wealth, and advises on c£4bn of client assets. Show less

  • Assistant Financial Planner

    Dec 2014 - Jun 2016

  • Trainee Financial Planner

    Sept 2013 - Dec 2014
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  Bordier & Cie (UK) PLC

  Jul 2016 - Aug 2017

  Financial Adviser

  Key activities:- Created business plan and growth forecast, tracked revenue and client profitability, drove key strategic initiatives.- Built strong reciprocal relationships with key professionals – lawyers, accountants, brokers etc.- Main point of contact for wealth clients; bespoke wealth management reports, long term cashflow forecasting, tax planning. The name may be new to some, but Bordier & Cie (UK) PLC is the product of a long relationship between a contemporary British boutique and a grand old Swiss bank. While an understated approach is common to both the British and the Swiss characters, Bordier UK manages to differentiate itself through a combination of the best elements of European and British private client investment management: an assured, yet uncomplicated investment solution; clear and transparent communications in all languages – performance, fees or investment thinking; with an objective to enhance performance through both operational efficiency but also hard work and investment savvy. Most importantly, Bordier UK has a GBP performance history to support the lineage of its namesake. Show less

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  Tilney Group

  Sept 2017 - May 2018

  Business Manager

  Key activities- Formulated, tested, and implemented the 2018 business plan for the London business.- Advised management and marketing teams on use of budget for events, digital, and leads.- Created and modelled a new bonus structure, with a view to nationwide rollout in 2018.- Created new training program for financial planners, increasing knowledge retention.- Tracked various efficiency and growth metrics for the London business.- Worked directly and solely with executive team and business leaders, implementing strategy.Tilney is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. Tilney's clients include private individuals, families, charities and professionals, and Tilney look after more than £23 billion on their behalf. Show less

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  Sionic

  May 2018 - Feb 2020

  Sionic, previously Catalyst and Knadel. Projects include:• Market research and product strategy review – Global service provider.• Target Operating Model (outsourcing and processes) – Multi-jurisdictional wealth manager.• Data remediation project – Global investment bank.• Target Operating Model (functional area) – International wealth and asset manager.• Product and organisational governance project – International wealth manager.• Supplier selection and contract negotiation project - National retail bank. • Company-wide target operating model review and supplier selection project - National wealth management and financial planning business. Show less

  • Senior Consultant

    Sept 2019 - Feb 2020

  • Consultant

    May 2018 - Sept 2019
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  Alpha FMC

  Mar 2020 - Oct 2024

  • Senior Manager, Pensions & Retail Investments (Insurance Consulting) – UK

    Sept 2022 - Oct 2024

  • Manager

    Mar 2020 - Sept 2022
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  Wavestone

  Nov 2024 - now

  Associate Partner