Laura Jones CV
Telephone: Mobile: 07872 829 905
Email: ljonesy@hotmail.co.uk
A very experienced lady with vast experience in the financial sector. Loyal, hardworking and self motivated
with all the skills to succeed in the next stage of my career.
Key skills Personal strengths and attributes
• Strategic planning - articulate business visions
and translate into practical delivery projects.
• Problem Solving – proven ability to complete
tasks/projects outside of normal remit. ‘Can Do’
attitude and approach to all tasks
• Relationship management – able to build and
strengthen relationships with internal and
external stakeholders to meet business objectives
• Editing and copywriting - develop structure and
content to deliver communications in a logical
and easy to understand style
• Brand development and management
• Communication- encourages regular
communication and knowledge sharing to
improve problem solving and share best practice
amongst colleagues and peers
• Commercial focus - grasps and embraces
business objectives
• Networking - able to independently build a
wide base of contacts to support and enhance
the business project
• Innovator - seek innovative solutions to
projects and everyday procedures
• Hands on self starter - self managed individual,
not afraid to get involved in the day-to-day
activity
• Disciplined ethic - Implement disciplined work
models to achieve efficiency and quality in
achieving business objectives.
Having a strong background in Finance and Sales I am experienced in working for both Blue Chip and
start-up companies; coupled with my financial knowledge I am seeking a role that will allow me utilise
my experience, key skills and personal attributes.
Willow & Blake Associates Ltd – Business Development Director
Jan 2013 – July 2016
Willow & Blake predominantly sold growth/income based investments to both corporate and private
clients.
♦ Building a company independently using a strategic quarterly targeted business plan
♦ Generating new leads via planned marketing to source new clients for property and equity investments
♦ Revenue of average 2.2 million in private and corporate equity sales raised per annum
♦ Working directly with IFA’s to cross sell our products to their client base. This enabled us to access a
larger target audience who were already active in our current field of business
♦ Ability to communicate clearly and credibly at board level including Director/CEO
♦ Fantastic sales ability from sourcing new clients independently to objection handling and closing the
sale
♦ Managing a team of a ten including targets, product knowledge, motivation, sales training, setting
targets
♦ Business planning including monthly budgets, cost efficiency and annual forecasts
♦ Client relationship management including both private and corporate clients namely providing a solid
post-sale service to ensure the company had a high client retention rate
♦ Undertaking all general tasks within the day to day running of a business - marketing, budgeting, staff
management etc.
Personal
Profile
Employment
Savi Trading LLP –Business Development Manager/ Senior Sales Manager
Nov 2010 – Oct 2012
♦ Best performing sales person since company records
♦ Working with high profile traders/corporate companies selling Asset Management instruments for the
company
♦ Generation of average 10 sales per month equating to billed business of 100k per month
♦ Strong commercial understanding of trading environment allowing me to develop new sales strategies
♦ Managing sales team of seven including setting KPI’s and revenue targets
♦ Strategic planning of a six-month marketing campaign which resulted in great revenue and clients for
the company
♦ Generating revenue through existing client relationships
Macquarie Bank Ltd – Project Co-ordinator Equity Finance
Equity Finance Division
August 2009 – Nov 2010
Duties:
♦ Maintaining daily pricing schedules for traders to ensure we have consistent information from brokers
♦ Booking trades and returns for the SBL team to ease pressure and allow them to focus on the buy and
sell side
♦ Redesign, distribution and summarising of Daily P & L information
♦ Creating and sending internal and external marketing material for the team - researched what
information staff and clients found useful and created new marketing documentation to reflect the
feedback
♦ Managing GUA agreements for the sales team ensuring a speedy turnaround therefore optimal trading
opportunities for the team
♦ Completed FSA Regulation exam and in process of studying for the Securities component
Examples of Projects completed for the Equity Finance Team
Six months Integration Project
Key member of an integration team representing the Equity Finance London Division. Based in Frankfurt
working to integrate a large German Derivatives Business into our European Model. I was instrumental in
ensuring that from day one traders and all derivatives staff were able to perform required functions and
commence profit making. This was the first time Europe had completed a large integration therefore the
key to success was being able to overcome challenges yourself and the ability to undertake and complete
totally new tasks.
BCP Disaster Recovery Site
Project managed the build out of a Dedicated DR site for Securities London team. The key was to
understand the daily business functions and risk management within DD1 and build a recovery environment
where all trading activity could be run from, it required spending time with all Business areas to ensure the
DR site could accommodate all critical functions for the trading activity being undertaken. Completed
December 2009.
Shared communication Site – SharePoint
Project managed the build of a European SharePoint Site allowing over 300 users access to store and share
information. The site allowed for all areas of the Securities team to securely store documentation
efficiently at a lower cost than the internal storage costs. The site is also the central hub for all management
forums, team updates, charity events etc.
March 2007 – Aug 2009 Executive Assistant to Equity Finance Team
Post: Executive Assistant to Equity Finance Team
♦ PA to two Global Heads including dealing with highly sensitive and confidential matters at a very senior
level
♦ Space management including relocations for over 250 personnel –this included ensuring that teams
were best placed to ensure optimal trading and overcoming many difficult issues that relocations of
this size bring.
♦ Co-ordinating extensive travel itineraries for the team
♦ Reviewing and correcting cost recoveries for management – in one year alone over 60,000 AUS
corrected
♦ Compiling data for client presentations ensuring correct branding and the best presentation at all times
♦ Negotiating with a variety of suppliers to ensure cost efficiencies – was able negotiate 40,000 AUS
reduction on travel charges, car accounts, kitchen supplies and stationery.
♦ Organising all internal and external social events including client parties, staff conferences and formal
marketing roadshows
Early Career:
March 2003 – Feb 2007 Deloitte & Touche – Employer Solutions
Post: PA to Director-Marketing and Events organiser for large Employment Solutions Tax team
Undertaking and completing all PA duties for a Senior Director. I was also responsible for organising all
events over 100 attendees. This role was instrumental in developing my core skills as well as personal
attributes. Working for such a large renowned company was a great platform for my career and gave me
the experience needed to commence building my career in the financial sector.
Aug 2000 –March 2004 Bishops Move Business Relocation
Post: Office Administrator/PA Sales Director/Manager
♦ Working in the business relocation division assisting with organising large relocations for Blue Chip
companies.
♦ PA to National Sales Director
♦ Central point of contact for all clients for moves over 250 personnel
1999 – 2000 – Mantle & Partners Financial Advisors
Post: Working qualification/Office administrator
♦ Working qualification - NVQ Level 2 and 3 in business Administration (equivalent: 2 A-Levels)
♦ Word Processing Stage I - Distinction
1994 -1999 - Attended Grey Coat Hospital for girls in Westminster and achieved the following:
SUBJECT QUALIFICATION
English Literature GCSE (A)
English Language GCSE (A)
Mathematics GCSE (B)
French GCSE (B)
German GCSE (B)
Technology GCSE (C)
Science GCSE (C)
Geography GCSE (B)
Enjoy experiencing new cultures, travelling and sports. Avid reader especially Second World War literature.Interests
Education
Full references available on request

Laura_Jones - CV July 2016

  • 1.
    Laura Jones CV Telephone:Mobile: 07872 829 905 Email: ljonesy@hotmail.co.uk A very experienced lady with vast experience in the financial sector. Loyal, hardworking and self motivated with all the skills to succeed in the next stage of my career. Key skills Personal strengths and attributes • Strategic planning - articulate business visions and translate into practical delivery projects. • Problem Solving – proven ability to complete tasks/projects outside of normal remit. ‘Can Do’ attitude and approach to all tasks • Relationship management – able to build and strengthen relationships with internal and external stakeholders to meet business objectives • Editing and copywriting - develop structure and content to deliver communications in a logical and easy to understand style • Brand development and management • Communication- encourages regular communication and knowledge sharing to improve problem solving and share best practice amongst colleagues and peers • Commercial focus - grasps and embraces business objectives • Networking - able to independently build a wide base of contacts to support and enhance the business project • Innovator - seek innovative solutions to projects and everyday procedures • Hands on self starter - self managed individual, not afraid to get involved in the day-to-day activity • Disciplined ethic - Implement disciplined work models to achieve efficiency and quality in achieving business objectives. Having a strong background in Finance and Sales I am experienced in working for both Blue Chip and start-up companies; coupled with my financial knowledge I am seeking a role that will allow me utilise my experience, key skills and personal attributes. Willow & Blake Associates Ltd – Business Development Director Jan 2013 – July 2016 Willow & Blake predominantly sold growth/income based investments to both corporate and private clients. ♦ Building a company independently using a strategic quarterly targeted business plan ♦ Generating new leads via planned marketing to source new clients for property and equity investments ♦ Revenue of average 2.2 million in private and corporate equity sales raised per annum ♦ Working directly with IFA’s to cross sell our products to their client base. This enabled us to access a larger target audience who were already active in our current field of business ♦ Ability to communicate clearly and credibly at board level including Director/CEO ♦ Fantastic sales ability from sourcing new clients independently to objection handling and closing the sale ♦ Managing a team of a ten including targets, product knowledge, motivation, sales training, setting targets ♦ Business planning including monthly budgets, cost efficiency and annual forecasts ♦ Client relationship management including both private and corporate clients namely providing a solid post-sale service to ensure the company had a high client retention rate ♦ Undertaking all general tasks within the day to day running of a business - marketing, budgeting, staff management etc. Personal Profile Employment
  • 2.
    Savi Trading LLP–Business Development Manager/ Senior Sales Manager Nov 2010 – Oct 2012 ♦ Best performing sales person since company records ♦ Working with high profile traders/corporate companies selling Asset Management instruments for the company ♦ Generation of average 10 sales per month equating to billed business of 100k per month ♦ Strong commercial understanding of trading environment allowing me to develop new sales strategies ♦ Managing sales team of seven including setting KPI’s and revenue targets ♦ Strategic planning of a six-month marketing campaign which resulted in great revenue and clients for the company ♦ Generating revenue through existing client relationships Macquarie Bank Ltd – Project Co-ordinator Equity Finance Equity Finance Division August 2009 – Nov 2010 Duties: ♦ Maintaining daily pricing schedules for traders to ensure we have consistent information from brokers ♦ Booking trades and returns for the SBL team to ease pressure and allow them to focus on the buy and sell side ♦ Redesign, distribution and summarising of Daily P & L information ♦ Creating and sending internal and external marketing material for the team - researched what information staff and clients found useful and created new marketing documentation to reflect the feedback ♦ Managing GUA agreements for the sales team ensuring a speedy turnaround therefore optimal trading opportunities for the team ♦ Completed FSA Regulation exam and in process of studying for the Securities component Examples of Projects completed for the Equity Finance Team Six months Integration Project Key member of an integration team representing the Equity Finance London Division. Based in Frankfurt working to integrate a large German Derivatives Business into our European Model. I was instrumental in ensuring that from day one traders and all derivatives staff were able to perform required functions and commence profit making. This was the first time Europe had completed a large integration therefore the key to success was being able to overcome challenges yourself and the ability to undertake and complete totally new tasks. BCP Disaster Recovery Site Project managed the build out of a Dedicated DR site for Securities London team. The key was to understand the daily business functions and risk management within DD1 and build a recovery environment where all trading activity could be run from, it required spending time with all Business areas to ensure the DR site could accommodate all critical functions for the trading activity being undertaken. Completed December 2009. Shared communication Site – SharePoint Project managed the build of a European SharePoint Site allowing over 300 users access to store and share information. The site allowed for all areas of the Securities team to securely store documentation efficiently at a lower cost than the internal storage costs. The site is also the central hub for all management forums, team updates, charity events etc.
  • 3.
    March 2007 –Aug 2009 Executive Assistant to Equity Finance Team Post: Executive Assistant to Equity Finance Team ♦ PA to two Global Heads including dealing with highly sensitive and confidential matters at a very senior level ♦ Space management including relocations for over 250 personnel –this included ensuring that teams were best placed to ensure optimal trading and overcoming many difficult issues that relocations of this size bring. ♦ Co-ordinating extensive travel itineraries for the team ♦ Reviewing and correcting cost recoveries for management – in one year alone over 60,000 AUS corrected ♦ Compiling data for client presentations ensuring correct branding and the best presentation at all times ♦ Negotiating with a variety of suppliers to ensure cost efficiencies – was able negotiate 40,000 AUS reduction on travel charges, car accounts, kitchen supplies and stationery. ♦ Organising all internal and external social events including client parties, staff conferences and formal marketing roadshows Early Career: March 2003 – Feb 2007 Deloitte & Touche – Employer Solutions Post: PA to Director-Marketing and Events organiser for large Employment Solutions Tax team Undertaking and completing all PA duties for a Senior Director. I was also responsible for organising all events over 100 attendees. This role was instrumental in developing my core skills as well as personal attributes. Working for such a large renowned company was a great platform for my career and gave me the experience needed to commence building my career in the financial sector. Aug 2000 –March 2004 Bishops Move Business Relocation Post: Office Administrator/PA Sales Director/Manager ♦ Working in the business relocation division assisting with organising large relocations for Blue Chip companies. ♦ PA to National Sales Director ♦ Central point of contact for all clients for moves over 250 personnel 1999 – 2000 – Mantle & Partners Financial Advisors Post: Working qualification/Office administrator ♦ Working qualification - NVQ Level 2 and 3 in business Administration (equivalent: 2 A-Levels) ♦ Word Processing Stage I - Distinction 1994 -1999 - Attended Grey Coat Hospital for girls in Westminster and achieved the following: SUBJECT QUALIFICATION English Literature GCSE (A) English Language GCSE (A) Mathematics GCSE (B) French GCSE (B) German GCSE (B) Technology GCSE (C) Science GCSE (C) Geography GCSE (B) Enjoy experiencing new cultures, travelling and sports. Avid reader especially Second World War literature.Interests Education
  • 4.