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.
