Corporate Actions, Regulatory Reporting Team Leader

London, United Kingdom

July 2016 - Present

We are one of the UK's leading wealth managers. Founded in 1762, we are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice. FOR INDIVIDUALS: Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future. FINANCIAL ADVISERS Partner with Brewin Dolphin and we will take the day-to-day strain of managing your clients'​ investments. We will focus on consistent performance. You can focus on building your client relationships and business. SOLICITORS & ACCOUNTANTS Professional services clients such as solicitors and accountants can access Brewin Dolphin’s wealth management advice both for themselves and for their private clients. You and your clients can benefit from specialist advice across a range of disciplines in law and accountancy. CHARITIES Helping charities to achieve their financial goals has been a core part of Brewin Dolphin’s business for more than 65 years.

UK & International Dividends Team Leader

Newcastle Upon Tyne, United Kingdom

March 2013 - January 2016

Dividends Administrator

Newcastle Upon Tyne, United Kingdom

September 2008 - January 2016

Financial Services Administrator

Newcastle Upon Tyne, United Kingdom

February 2003 - April 2008