Liam Eltringham

Experience

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  Fenwick

  Sept 2018 - Jul 2019

  Food Service Worker

  My role whilst working in café 21 in Fenwick's, was to tailor for customer needs. I completed this by providing excellent customer service at every opportunity. My day-to-day roles consisted kitchen duties; which included washing dishes etc, as well as serving food to customers, working tills and cleaning tables, as well as interacting with customers frequently, making sure they were happy with the service we provided.

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  Northumbria University

  Aug 2019 - Jul 2021

  Finance and Investment Management Student

  Achieving a first class honours degree in Finance and Investment Management (BA Hons).

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  True Potential LLP

  Jan 2020 - Aug 2020

  Wealth Management Assistant

  I worked at True Potential for a period of 8 months as part of my University degree, where I had to take a period of time out of study, to work full time on a placement opportunity. I was lucky enough to get a role within True Potential, where I worked within multiple departments including; Compliance, Head Office advising Team and the Business Support Team

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  Perspective (North East) Ltd

  Jan 2022 - Feb 2023

  Wealth Management Assistant

  Prepared over 200 accurate supporting financial documents detailing: annual performance, portfolio holdings and relevant investment changes based upon risk profiling for clients, on behalf of numerous financial advisors. Thereby ensuring the smooth and efficient process of annual financing meetings, whilst also helping to maintain a trusting relationship between the advisor and client. Furthermore, I Played an integral role in managing the movement and retention of clients with under 200k of active investment under company management, to the non-client facing arm of Perspective. Managing client relationships ensured the retention of these, before I then solely headed the administrative responsibilities of these 250+ clients, highlighting my ability to manage large workloads under time constraint. Show less

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  St. James’s Place

  Apr 2024 - now

  Client Servicing Assistant