Financial Services Professional

Jack Stokes

Platform Operations | Process Improvement & Technology

Financial services professional with experience supporting advisers, investors and internal stakeholders across platform operations, online servicing and customer support.

Passionate about process improvement, digital adoption and practical problem solving, with a growing technical skillset developed through self-directed infrastructure, reporting and cloud-based projects.

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Jack Stokes

About

I have built my career around helping people navigate complex systems, improving service outcomes and supporting the effective use of platform technology.

My experience includes adviser and client support, online adoption, operational reporting, training and cross-team collaboration, with a strong focus on accuracy, communication and practical outcomes.

Alongside my day-to-day work in financial services, I continue to build my technical capability through self-directed projects in cloud tools, process improvement and digital organisation.

Career Highlights

Platform & Client Support

Experience supporting advisers, investors and stakeholders with platform processes, account access, online servicing and operational queries.

Digital Adoption

Strong interest in self-service functionality, online adoption and improving user experiences.

Reporting & Process Improvement

Experience improving reporting processes, operational workflows and efficiency through technology and better data handling.

Training & Knowledge Sharing

Supporting colleagues through onboarding, coaching and procedural guidance.

Qualifications & Professional Development

I am committed to continuing my development within financial services and regulated advice.

Current Qualifications

  • CII R01
  • CII R04
  • CII R05

Currently Working Towards

  • CII R02
  • CII R03
  • CII R06

My longer-term goal is achieving the Diploma in Regulated Financial Planning.

Selected Projects

Regulatory Reporting & Process Improvement

Redeveloped reporting processes relating to FCA-regulated firms and modernised Excel-based procedures using Power Query to improve consistency, maintainability and efficiency.

Personal Cloud & Information Management Platform

Designed and implemented a private cloud solution supporting calendars, contacts, files and personal organisation across desktop and mobile devices.

Frame & Brick

Small creative e-commerce project inspired by LEGO and display design, providing practical experience in product presentation, customer communication and online selling.

Professional Interests

Outside of my day-to-day role, I enjoy exploring areas where technology, process improvement and financial services intersect. I find some of the most valuable learning comes from building practical projects and continuously improving existing systems.

Financial Planning

Continuing my professional development through the CII qualification pathway with the goal of achieving the Diploma in Regulated Financial Planning.

Process Improvement

Particularly interested in workflow optimisation, reporting improvements and using data to support better operational outcomes.

Technology & Infrastructure

Exploring cloud technologies, digital organisation systems and practical technology projects through self-directed learning.

Small Business & E-Commerce

Developing Frame & Brick as a creative outlet focused on product presentation, online selling and customer experience.

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  • Full CV
  • Detailed work history
  • Professional qualifications
  • Supporting documentation
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Contact

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