Available to hire
I’m Jamie with 23 years experience in financial services, specializing in personal and private client wealth. I’ve worked remotely for over 9 years now and I’m exploring career change opportunities attracted to the flexibility of freelancing.
As well as being native English speaker, I have conversational level German and basic proficiency in Portuguese.
Skills
Experience Level
Expert
Language
English
Fluent
German
Intermediate
Portuguese
Beginner
Work Experience
Private Wealth Manager at Chase Buchanan
May 1, 2025 - October 1, 2025Relocated to Portugal to deliver international wealth management advice to expatriate clients, navigating residency, tax planning, investments and pensions. Served a mix of inbound website leads, networking and existing relationships; tailored tax-compliant advice for clients outside the UK, predominantly in mainland Europe; coordinated complementary services such as residency, visas and accounting.
Consultant at The Conductors
June 1, 2024 - April 1, 2025Exploring entrepreneurial opportunities combining financial services, wellbeing and community. Informed by a career break and subsequent deep dive into career coaching and personal development. Identified problems solvable by both incremental and recombinant innovation; applied motivated skills to test and refine concepts with collaborators and stakeholders; projects include a lifestyle boutique, FinTech for protection and a health management service.
Chartered Financial Planner at Continuum (Financial Services)
January 1, 2023 - March 1, 2024A joint venture with a growing Independent Financial Advice (IFA) firm to establish a presence in a new location. Working on a self-employed basis and responsible for the provision of financial advice. Managed the end-to-end advice process, collaborating with internal peers and external partners; developed strategic partnerships with professional connections, including accountants and solicitors; hosted meetings in person and online tailored to individual client needs and circumstances.
Private Client Adviser at Trowlock Wealth Management, London
July 1, 2016 - December 1, 2022Employed adviser role blending relationship management and advice within a partner practice (network) of a FTSE 100 company; responsible for a client portfolio worth over £100m; transitioned client bank following acquisition and integrated the family office model; balanced workflows between new and existing clients, coordinating across internal and external teams; trained and managed colleagues in technical and administrative teams.
Financial Analyst at Wissenbach Wealth Management
April 1, 2007 - June 1, 2016Analytical and practical support to Advisers in a firm providing a family office service to a small number of high net worth clients. Hired to deliver the Magic Number concept as an engagement tool and decision-making framework; created and refined the lifetime cashflow modelling process; progressed from a back office position to a client-facing role and technical team leader.
Financial Planning Analyst at Robson Lister
May 1, 2006 - April 1, 2007Entry level role at a small IFA practice following relocation from Dublin to Derby. Client Services and planning support.
Client Services Executive at Appian Wealth Management, Dublin
August 1, 2004 - April 1, 2006Client point of contact and trade administration; rate negotiation for large corporate term deposits.
Inter-Office Bond Specialist at Merrill Lynch, Dublin
October 1, 2003 - August 1, 2004Back-office role reconciling settlements between parties on tight daily deadlines.
Financial Analyst at Wissenbach Wealth Management, Berkswell
April 1, 2007 - June 1, 2016Analytical and practical support to Advisers in a firm providing a family office service to a small number of high net worth clients. Hired to deliver the Magic Number concept as an engagement tool and decision-making framework. Created and refined the lifetime cashflow modelling process. Progressed from a back office position to a client-facing role and technical team leader.
Financial Planning Analyst at Robson Lister, Sutton Coldfield
May 1, 2006 - April 1, 2007Entry level role at a small IFA practice following relocation from Dublin to Derby.
Education
MA International Business & Management at University of Westminster
September 1, 2002 - August 1, 2003BA (Hons) Economics at University College Dublin
September 1, 1998 - June 1, 2001Chartered Financial Planner at CII
May 1, 2017 - December 19, 2025Advanced Diploma in Financial Planning at CII
April 1, 2015 - May 1, 2017Diploma in Financial Planning at CII
October 1, 2007 - April 1, 2011Certificate in Financial Planning at CII
July 1, 2006 - February 1, 2007Professional Diploma - Stockbroking & Investing at Dublin Business School
September 1, 2005 - February 1, 2006MA International Business & Management at University of Westminster
September 1, 2002 - August 1, 2003BA (Hons) Economics at University College Dublin
September 1, 1998 - June 1, 2001Qualifications
Chartered Financial Planner
May 1, 2017 - December 19, 2025Advanced Diploma in Financial Planning
April 1, 2015 - May 1, 2017Diploma in Financial Planning
October 1, 2007 - April 1, 2011Certificate in Financial Planning
July 1, 2006 - February 1, 2007Professional Diploma - Stockbroking & Investing
September 1, 2005 - February 1, 2006Chartered Financial Planner
May 1, 2017 - December 19, 2025Advanced Diploma in Financial Planning
April 1, 2015 - May 1, 2017Diploma in Financial Planning
October 1, 2007 - April 1, 2011Certificate in Financial Planning
July 1, 2006 - February 1, 2007Professional Diploma - Stockbroking & Investing
September 1, 2005 - February 1, 2006Industry Experience
Financial Services, Professional Services
Skills
Experience Level
Expert
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