Nicola Sluggett

Considered to be hardworking, enthusiastic, and conscientious, trustworthy, responsible and reliable by my present and previous employers. Near perfect attendance record. Full, clean UK driving licence.

Homeownership & Commercial Administrator - LiveWest Homes Ltd - Weston Gateway Business Park, 3 Filers Way, Weston-super-Mare, BS24 7JP

(2017-09)

Supporting all four of the Weston office's Homeownership & Commercial Officers. This, as well as passing CIH 3, has given me an invaluable insight into their role. I am able to pinpoint specific data from leases, obtain Land Registry documents, and problem solve with residents of all tenures.

• Establishing, maintaining and administering customer records electronically and manually
• Implementing administrative systems, procedures and policies
• Collating and assembling reporting information
• Ordering goods and services, including receiving, monitoring and processing invoices
• Communicating with internal and external customers
• Coordinating events, meetings and diaries
• Project work including contacting customers at schemes which are affected by high risk cladding and recording and feeding back information
• Liaising with customers and collating information packs for schemes

Associate - Client Services - Towry Ltd (now Evelyn Partners) - Bristol

(2007-06 - 2017-07)

Supporting one of the office's top performing Wealth Advisers.

• Processing new business cases
• Preparing meeting packs
• Data input and training new colleagues
• Occasionally covering reception, meeting and greeting clients
• Preparing meeting rooms
• Ordering stationary

Sales Representative - Business Card King - Sydney, Australia

(2007-02 - 2007-05)

Selling business cards face to face and by telesales to companies.

• Assisting in the design and supporting the Director at client meetings

IFA Sales Support - Aviva - Bristol

(2005-03 - 2006-11)

Managing calls from brokers, providing advice on a range of investment and protection products.

• Guiding IFAs through the extranet
• Producing illustrations/quotations for bonds, pensions, equity release schemes, annuities and term assurance policies
• Processing pension transfer business

Administrator - Churchill Investments Plc - Winscombe

(2001-11 - 2005-03)

• Managing calls from clients, fund managers, investment and insurance companies
• Audio typing reports and letters
• Managing the consultants' diaries
• Updating and maintaining client's records using Advisor Office
• Compiling letters and tables using Microsoft Word
• Compiling charts using Micropal
• Liaising with stockbrokers to purchase and repurchase shares
• Compiling spreadsheets using Microsoft Excel
• Sending and replying to e-mails

Level 3 Certificate in Housing Practice - Chartered Institute of Housing (2021)

Financial Planning Certificates 1, 2 & 3, and Life Office Administration - Chartered Insurance Institute

BTEC National Diploma in Travel and Tourism - Travel and Tourism

GCSEs