Tara
Add Short Description
Hobbies
football |Add School
Add Collage
Add Degree
us nec ullamcorper mattis, pulvinar dapibus leo.
Experience
Operations Manager / Financial Adviser Operations Manager / Financial Adviser
Simplicity Wealth Management Simplicity Wealth ManagementNov 2018 – Present · 3 yrs 4 mosNov 2018 – Present · 3 yrs 4 mos Marbella Area, Spain Marbella Area, Spain
-
-
- Simplicity Wealth Management was borne out of the collective ambition of experienced financial advisors seeking to challenge the status quo and, more importantly, the negative expectations associated with the industry. We specialise in helping expatriates in Europe and the Middle East achieve and understand their circumstances and needs while they are living and earning in cross-border environments, which can become complex. Our particular area of expertise is long-term wealth management, retirement planning and UK pension transfers.
-
- Our priority is our clients and ensuring that they receive sound, honest and appropriate advice, as well as curating lasting relationships. Operating under one of the world’s largest financial networks, Simplicity WM are able to offer wealth management solutions to help our clients reach their financial goals in a transparent, effective and safe manner. We partner with many of the most respected players in the marketplace to provide the most cost-efficient, relevant and safe solutions.
-
- I work alongside the CEO, Nicholas Grams, assisting him in client relationship management as well as the day-to-day running of the firm Simplicity Wealth Management was borne out of the collective ambition of experienced financial advisors seeking to challenge the status quo and, more importantly, the negative expectations associated with the industry. We specialise in helping expatriates in Europe and the Middle East achieve and understand their circumstances and needs while they are living and earning in cross-border environments, which can become complex. Our particular area of expertise is long-term wealth management, retirement planning and UK pension transfers. Our priority is our clients and ensuring that they receive sound, honest and appropriate advice, as well as curating lasting relationships. Operating under one of the world’s largest financial networks, Simplicity WM are able to offer wealth management solutions to help our clients reach their financial goals in a transparent, effective and safe manner. We partner with many of the most respected players in the marketplace to provide the most cost-efficient, relevant and safe solutions. I work alongside the CEO, Nicholas Grams, assisting him in client relationship management as well as the day-to-day running of the firm.…see more
-
Financial Co-ordinator / Office Manager
deVere Group deVere Group Mar 2016 – Oct 2018 · 2 yrs 8 mosMar 2016 – Oct 2018 · 2 yrs 8 mos Dubai, United Arab Emirates & Frankfurt-am-Main, GermanyDubai, United Arab Emirates & Frankfurt-am-Main, Germany
Intern
Housing Bank for Trade and FinanceHousing Bank for Trade and FinanceMar 2014 – May 2014 · 3 mosMar 2014 – May 2014 · 3 mosAmmanAmman
Summer Intern
World Food Programme World Food Programme Aug 2011 – Sep 2011 · 2 mos Aug 2011 – Sep 2011 · 2 mosColomboColombo
Education
SOAS University of LondonSOAS University of London
Bachelor’s Degree, Arabic & HistoryBachelor’s Degree, Arabic & History2011 – 20152011 – 2015
-
- Activities and societies: SOAS Mentor Programme Society,
SOAS New Students Scheme,
London Palestine Film FestivalActivities and societies: SOAS Mentor Programme Society, SOAS New Students Scheme, London Palestine Film Festival…see more
- Activities and societies: SOAS Mentor Programme Society,
University of JordanUniversity of Jordan
Arabic – Year AbroadArabic – Year Abroad2014 – 20142014 – 2014
An-Najah National University – Nablus logo
An-Najah National University – NablusAn-Najah National University – Nablus
Arabic – Year AbroadArabic – Year Abroad2013 – 20132013 – 2013
Licenses & certifications
Business, International Relations & the Political Economy Business, International Relations & the Political Economy
The London School of Economics and Political Science (LSE)The London School of Economics and Political Science (LSE)Issued Aug 2020 · No Expiration DateIssued Aug 2020 · No Expiration Date
UAE Financial Rules & Regulations UAE Financial Rules & Regulations
The Chartered Institute for Securities & Investment (The CISI)The Chartered Institute for Securities & Investment (The CISI)Issued Mar 2017 · No Expiration DateIssued Mar 2017 · No Expiration Date
Certificate in Wealth & Investment Management Certificate in Wealth & Investment Management
The Chartered Institute for Securities & Investment (The CISI)The Chartered Institute for Securities & Investment (The CISI)Issued Jun 2016 · Jun 2016 · No Expiration Date
Volunteering
- Volunteer
Hope for Kids – Maharagama Cancer Hospital Hope for Kids – Maharagama Cancer HospitalAug 2008 – May 2011 · 2 yrs 10 mos Aug 2008 – May 2011 · 2 yrs 10 mosChildren
I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.