Systems-Minded Financial Services Professional

Jack Stokes

Business Systems | Process Improvement | Testing & Change

Systems-minded financial services professional with experience supporting users, processes and platform development within a leading UK investment platform.

Interested in the intersection of technology, business processes and user experience, with a strong focus on continuous learning, documentation and practical problem solving.

Jack Stokes

About

I have built my career around helping people navigate complex systems, improving service outcomes and supporting technology adoption within financial services environments.

My experience spans business systems support, testing, reporting, stakeholder engagement and process improvement, giving me a broad perspective on how systems, people and processes interact.

Outside of my day-to-day role, I enjoy building personal technology projects, documenting systems and exploring opportunities to improve efficiency through better processes and automation.

Career Highlights

Business Systems Support

Experience supporting users, advisers and colleagues across platform functionality, administration processes, and operational workflows.

Testing & Change

Involved in regression testing, change initiatives and platform enhancements, helping improve functionality and user experience.

Reporting & Analysis

Produced management information and operational reporting to support decision-making, performance monitoring, and process improvement.

Documentation & Training

Developed procedures, guidance materials, and training resources to support knowledge sharing and platform adoption.

Professional Development

Continuous learning has been a consistent theme throughout my career, combining industry qualifications, practical workplace experience and self-directed technical projects.

Current areas of focus include financial services, systems analysis, technical documentation, infrastructure, and automation.

Selected Projects

jackOS

A personal operating framework designed to bring structure, documentation, and continuous improvement to technical and personal projects.

Homelab Infrastructure

Self-hosted infrastructure used to explore cloud services, monitoring, backups, automation, and practical systems administration.

Portfolio Website

Designed, built and maintained as an ongoing project to showcase professional development, technical interests, and personal projects.

Small Business & E-Commerce

Operating a small online retail project alongside full-time employment, providing practical experience in customer communication, website administration, and business operations.

Current Focus

Systems Analysis

Developing a deeper understanding of business systems, requirements, testing and change management.

Process Improvement

Identifying opportunities to improve workflows, reduce friction and enhance user experiences.

Technical Documentation

Building structured documentation and operating procedures for both workplace and personal projects.

Infrastructure & Automation

Exploring self-hosted services, cloud infrastructure and practical automation through homelab projects.

Contact

If you would like to discuss a role or professional opportunity, please get in touch.

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