Nathan Cole

Nathan Cole

Account Executive
 

Currently employed at DeVere Group

Previous: DeVere Group, Money Legal, BT

 

Studying at Chartered Institute Of Securities And Investments

Previous: Close Academy

 

    Summary

    As a group, deVere is now the largest independent financial adviser worldwide, managing $8 billion of funds on behalf of over 60,000 international investors and expatriates through more than 100 global offices. deVere Group’s size is not its only strength. Along with the ability to offer world-leading, independent financial advice on a global scale, it adheres to a core philosophy of local, personal service, delivered with integrity, energy and excellence. And, for deVere’s Western European division, that’s where we at the European Communications Centre come in; ensuring each client receives world-class standards of service and each adviser receives the support and backing of a global organisation.

Experiences

Account Executive - (Marbella, Spain)

At DeVere Group

From November 2012 to Present
My role at the European Communications Centre is to provide in-depth support to deVere Group financial advisers and their clients across the firm’s 24 Western European offices.
 

Chartered Institute Of Securities And Investments, London

International Certificate in Wealth Management, Chartered Institute of Securities and Investments

From 2011 to Present
Chartered Institute For Securities & Investments - With the Chartered Institute of Securities and Investments I gained the following certificates: International Certificate in Wealth Management Introduction to Securities & Investment (International)
 

Business Coordinator (Brussels, Belgium)

At DeVere Group

From January 2011 to November 2012
Coordinating meetings. Managing various wealth managers diaries. Duties: •Dealing with new/existing client enquiries •Management of various advisors calenders •Handling inbound and outbound calls •Various admin work (paper and computer based) •Arranging reviews/updating clients
 

Close Academy, London

Guernsey Retirement Annuity Trusts (Section 157A QROPS) approved, Close Academy

From 2011 to 2012
Finance - Pensions -
 

Claims Handler (United Kingdom)

At Money Legal

From 2009 to January 2011
Administering new financial claims. Dealing with creditor and client correspondence and communications. Duties: •Handling and pre-qualifying new client enquiries •Issuing initial complaint correspondence to creditors •Handling inbound post from clients and creditors •Identifying and dealing...
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Customer Service Assistant (United Kingdom)

At BT

From 2008 to 2009
Updating clients and helping resolve customer queries via inbound calls. Duties: •Responding to routine customer inquiries regarding products and services of the organization •Handling new client enquiries •Handling inbound calls from existing and new clients •Ensureing a high level of...
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