Daniel Silver

An enthusiastic professional who is seeking a new challenge after relocating to the North West. I am a hardworking individual who strives to achieve the best in all areas, and I am always eager to learn new skills and advance my career. I am keen to build upon my knowledge and skillset I have gained in the financial sector and integrate these qualities into a position I can be passionate about and truly thrive in.

Financial Services Administrator - Virtual PA Services - Working from Home

(2020-03)

• Provide full support to multiple financial advisers from different St James's Place practices.
• Point of contact for all general client servicing and new business queries. Resolving client issues timely and efficiently.
• Preparation and booking of client meetings, preparing fact finds, valuations, transaction histories, diary and email management, database management and illustration creation.
• Effective management of new business submissions, liaising with third party providers for an effective outcome.
• Pipeline management of upcoming client appointments and potential new business opportunities.

Financial Administrator - Allen Financial

(2019-04 - 2020-01)

• Provide full support to four financial advisers, writing suitability reports regarding a client's financial portfolio.
• Point of contact for all general client servicing and new business queries. Resolving client issues timely and efficiently.
• Preparation of client meetings, preparing fact finds, valuations, transaction histories and attending meetings when required.
• Effective management of new business submissions, liaising with third party providers for an effective outcome.
• Pipeline management of upcoming client appointments and potential new business opportunities.

Client Associate - Tilney Financial Services

(2017-08 - 2019-04)

• Provide full support to two financial advisers, working closely with Paraplanners and senior associates to ensure a smooth and efficient service for the client from start to finish.
• Point of contact for all general client servicing and new business queries. Resolving client issues timely and efficiently.
• Preparation of client meetings, preparing fact finds, valuations, transaction histories and attending meetings when required.
• Effective management of new business submissions, liaising with third party providers for an effective outcome.
• Pipeline management of upcoming client appointments and potential new business opportunities.

Senior Adviser Support Executive - Cofunds

(2015-02 - 2017-08)

• Answering inbound calls and other sources of communication from independent financial advisers, stakeholders, clients and other financial institutions, providing an effective and efficient service.
• Training other members of staff on new processes and best practices.
• Handling complaints and trying to find a resolution for the client/IFA.
• Having excellent time management skills to deal with the queries in a timely manner and prioritising workloads.

Temp Work - SpicerHaart & Belvoir Lettings

(2014-05 - 2015-02)

Due to redundancy and the closure of Vaultex cash centre I undertook temporary work with Spicerhaart & Belvoir Lettings during the above period.

• Belvoir: Managing the reports of maintenance issues from tenants and landlords on a daily basis.
• Belvoir: Liaising with contracted laborers to discuss prices and completion of maintenance work.
• Belvoir: Working with other members of the team on other aspects of Lettings including: the viewing of properties, referencing, inventories and inspections.
• Belvoir: Working with the director on invoices and landlord payments.
• Spicerhaart: Managing a team of 13 employees, ensuring they reach their individual and team targets.
• Spicerhaart: Ensuring the team is providing the highest standard of customer service.
• Spicerhaart: Working with my team to train and develop performance, completing one to ones, call coaching to ensure the best service is being given.

Team Leader - Vaultex Cash Center

(2012-10 - 2014-05)

• Managing a large team of cashiers ensuring they reach their personal and team targets.
• Sorting, processing and counting different organisations cash payins.
• Dealing with the companies customers in a timely and effective manner and meeting their deadlines accordingly.
• Operating and controlling the note sorting machines and making sure money is processed through the machines as quickly as possible to reach applied targets.

Customer Service Manager - Nationwide Building Society

(2007-07 - 2012-10)

• Responsible for a team of cashiers managing their personal targets and coaching.
• Managing customer complaints finding a reasonable resolution for each.
• Dealing with customers on a daily basis either on the till or at front of house.
• Cashiering and opening accounts, working out the best product for the customer.
• Servicing the ATM machines and keeping them operational.
• Dealing with overseas transactions.
• I was also the bankage officer for the branch that means I was responsible for all the money and personal details of customers.

GCSE - Sir Charles Lucas Arts College