FINANCIAL ADMINISTRATOR - BRITANNIC FINANCIAL PLANNING
(2019-07)
Telephone and face-to-face customer service for a local financial planning business, dealing with clients.
- Answering incoming telephone calls
- ISA / Unit Trust withdrawals
- Assisting the Financial Adviser with servicing of the Client Annual Reviews
- Create file /pack for appointment for the adviser
- Update Client File in Client Management System from Adviser's written notes
- Create and send out summary letter of points discussed at the meeting
- Letters of Authority (LOA) in relation to investments & pensions which are potentially to be transferred from a 3rd party scheme
- Send off LOA and appropriate letter to existing provider
- Monitor receipt of LOA's and chase if necessary
- Scan receiving ceding information to client file
- Liaise with Paraplanner where necessary
- Upload details from paper fact find too Client Management System
- Prepare documents cheques for posting
SALES NEGOTIATOR - BERESFORD ADAMS
(2017-09 - 2019-05)
Telephone and face to face customer service for a local Estate Agents, dealing with both vendors and applicants.
- Diary management by booking appointments for vendors valuations and for applicant viewings
- Accompanied viewings
- Telephoning or emailing vendors with feedback
- Keeping applicants updated on new properties to the market
- Supporting the financial services with mortgage leads to ensure applicants are fully aware of all options available before offering on a property
- Correspond with solicitors and all parties involved in houses purchases
ASSOCIATE PERSONAL BANKER - NATWEST BANK, Holywell Branch - Holywell
(2006-05 - 2017-06)
Worked as a frontline Desk Cashier, Customer Services Officer and now as a Personal Banker with Management responsibilities for a large Branch of Natwest.
- Daily opening and closing of the branch
- All security matters and the smooth running of all banking transactions
- Financial processing and banking enquiries
- Open and authorise new personal banking accounts and associated financial products, including credit cards, loans and overdraft limits
- All cash management within branch and reconciliation processes for all accounts and branch transactions
- Fully conversant and up to date with relevant banking requirements, rules and regulations including money laundering
- Maintain and update current knowledge, training and skill set as necessary
- Cover the management of the branch during manager absence
- Seconded to management role
- Training new staff and mentor peers
- Monitoring, reviewing, quality adherence and feedback for staff work and account handling
- Fully experienced across all aspects of Retail Banking and Customer Services in customer facing roles
- Account management and handling of a large, local portfolio for a High Street bank's Personal Accounts and associated Financial Products, including Overdrafts, Credit Cards, Loans, Mortgages and Insurances
SUPERVISOR - GOPPA FIREPLACES, Greenfield - Greenfield
(2000-01 - 2006-05)
Overseeing production for a large electrical fireplace manufacturer.
- Supervision of the production line, planning, goals, targets and deadlines
- Production staffing, staff rotas, training, appraisal and disciplinary issues
- Daily supervision of raw materials, stock control, ordering, planning and rotation
- Customer sales, up-selling, product deliveries, quality monitoring and adherence
- Management meetings, staff meetings, information sharing, liaison with other internal departments
CUSTOMER SERVICES - SENATE ELECTRICAL, Holywell - Holywell
(1989-01 - 1992-01)
Customer Services and telephone based Sales for an Electrical supplies wholesaler, dealing with both the public and trade accounts.
- Taking customer orders, up-selling, arranging deliveries, invoicing and billing
- Customer payments and remittance
- Building and maintaining customer accounts to ensure repeat and additional business
- Customer complaint handling and general office and administrative duties
SOLICITORS PERSONAL ASSISTANT - PHILLIP DAVIES SOLICITORS, Holywell - Holywell
(1986-01 - 1989-01)
Secretarial and personal assistant duties for a local Solicitors, who were also local agents for the LEEDS BUILDING SOCIETY.
- Audio typing, appointment handling, administration and office duties
- Telephone enquiries and client support
- Preparing legal documents, gathering information for witness statements and case preparation
