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Jacob Sedgwick

Jacob Sedgwick

Aspiring Financial Planning Professional

Talent
RedhillMember since April 14, 2026
Numeracy and analytical thinkingAttention to detail and accuracyCustomer communication and relationship buildingExcelWordOutlookQuickBooks
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Numeracy and analytical thinkingAttention to detail and accuracyCustomer communication and relationship buildingExcelWord

About

Motivated and numerate individual with A-levels in Maths and Economics and a strong interest in personal finance and investing. Currently working in a customer-facing role and seeking to build a career in financial planning. Planning to begin the CII Level 4 Diploma and looking for an entry-level role to develop within the industry.

Experience

Customer Delivery Driver at Ocado (2026-02 – Present)

Customer Delivery Driver role managing time-critical delivery schedules and maintaining high-quality customer service

  • Managed time-critical delivery schedules independently
  • Delivered high-quality customer service
  • Maintained accuracy and responsibility when handling orders and transactions

Customer Delivery Driver at Tesco (2024-09 – 2025-09)

Customer Delivery Driver role delivering customer service in time-sensitive environment

  • Delivered high levels of customer service in a time-sensitive environment
  • Maintained accurate records of deliveries, returns and transactions

Crew Member at McDonald's (2023-02 – 2024-09)

Crew Member role in fast-paced, high-pressure environment handling transactions and payments

  • Handled transactions and payments with a high level of accuracy
  • Delivered consistent customer service in a fast-paced, high-pressure environment

Bookkeeping assistant at Elite Driving School

Part-time bookkeeping assistant role providing financial record support

  • Assisted with basic bookkeeping using QuickBooks, matching transactions to invoices
  • Maintained accurate financial records and payment tracking

Education

A-Levels in Maths, Economics, Media Studies – Reigate College (2024)

GCSEs in Maths, English – Reigate School (2022)

Economics in Economics – University of Bristol (2025)

Skills

Aspiring Financial Planning Professional

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