About
Professional in primary markets, equity dealing, pensions support, and client service within regulated financial environments. Also has experience in training, performance tracking, and educational research support.
Experience
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Primary Markets AnalystHargreaves Lansdown2026 – Present
Work within a small specialist team coordinating all primary-market issuances for Hargreaves Lansdown, the UK’s largest direct-to-client investment platform. Monitor UK equity capital markets activity, assess retail eligibility, offer structures and key deal terms, and coordinate launches, allocations and settlement requirements. Manage relationships across internal and external stakeholders, maintain deal trackers and draft clear, compliant client and internal communications.
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Equity DealerHargreaves Lansdown2025 – 2026
Executed best-execution trades across a range of investments with accuracy and efficiency. Supported clients investing in securities by clearly explaining product structures, tax benefits and associated risks within a regulated framework. Monitored global markets and assessed investment risks to provide relevant insights and support informed client decision-making.
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Senior Pensions Helpdesk ConsultantHargreaves Lansdown2025 – —
Resolved escalated and complex pension queries, delivering clear, compliant and client-focused outcomes across a varied client base. Delivered training and peer-to-peer coaching to strengthen team capability and improve client outcomes. Analysed departmental performance data, produced a weekly management newsletter and represented the department in system-improvement meetings.
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Researcher and Educational SupportCompany2023 – 2024
As part of my placement, I supported educational visits to the museum. Utilised their library to research and write about undiscovered aspects of lived experiences from primary sources kept as archives.
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Bar SupervisorCompany2022 – 2024
Managed operations and staff coordination in a high-volume setting. Maintained standards and resolved customer issues promptly. Developed excellent interpersonal skills and positive professional relationships with the wide client base.
Education
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BScEducation Studies · 2021 – 2024
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A LevelsTruro CollegeMedieval History, English Literature, Physics · 2019 – 2021
Skills
Tools / apps / platforms
Courses & certifications
- Microsoft Office ECDL · 2018
- UK Financial Regulations & Ethics exam · Chartered Institute for Securities & Investments
- TEFL Level 4
🏆 Achievements & awards
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CEO Award · 2025
Recognised with the Hargreaves Lansdown CEO Award for exceptional service, an award received by approximately 30 colleagues ever.
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AA performance rating
Awarded a rare ‘AA’ performance rating for exceptional service in the first year.
⚽ Extracurricular activities
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Language immersion camp coordinator
Coordinated a 4-week language immersion camp in southern Spain, facilitating full-day courses for over 100 local teachers and many university students while completing TEFL Level 4.
🎯 Hobbies & interests
- Cycling
- Hiking