
Jacob Sedgwick
Aspiring Financial Planning Professional
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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)