Adrian Benjamin CeMap

Wealth Protection Advisor at Precise Protect
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK
Languages
  • French -

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Neil Murphy

During my meetings with Adrian I found him to be a conscientious and thoughtful individual who approached issues rationally and with ambition. I was pleased to see him identify challenges and approach them with clear plans. I wish him every success.

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Credentials

  • Prince 2 Foundation
    AXELOS Global Best Practice
    Mar, 2017
    - Oct, 2024
  • Prince 2 Practitioner
    AXELOS Global Best Practice
    Mar, 2017
    - Oct, 2024
  • ICA Certificate in AML & Sanctions Compliance
    International Compliance Association
    Aug, 2016
    - Oct, 2024
  • CeMap Certificate in Mortgage Application and Practice
    The London Institute of Banking & Finance

Experience

  • Precise Protect
    • United Kingdom
    • Insurance
    • 100 - 200 Employee
    • Wealth Protection Advisor
      • Jul 2021 - Present

      •I advise clients on their protection needs such as life insurance, private medical insurance, critical illness cover, income protection, family income benefit, landlord insurance and business insurance. •I won Advisor of the year for 2022 out of over 200 advisors. • I set a company record for business for 1 week and 1 month. • I won the Scottish Widows Dr Marinus Barnard Award for my contribution to the insurance industry with my use of social media. •Guiding my clients through all aspects of personal protection informing them of their options. Following our first meeting my clients will leave with a much better understanding of what protection they may need in place which will allow them to make an informed decision when considering protecting themselves, their income, their family and their future. •When necessary, my client’s policies will be written in trust making sure that upon death or serious illness that the tax-free lumps sums being paid out are received by the correct person(s) and in the quickest time scales possible. Show less

  • Ramsay & White - Finance for Property Investors
    • Financial Protection Advisor
      • Oct 2020 - Jul 2021

      • Brought to the company to Head up the Insurance division. • Advised clients on their protection needs such as life insurance, critical illness, family income benefit and income protection. • Was one of the high achievers of the company by being 9th out of 222 advisors in only 3 months. • Successfully sold all insurance products in first 3 months. • Trained other members of the company on how to advise clients on protection. • Brought to the company to Head up the Insurance division. • Advised clients on their protection needs such as life insurance, critical illness, family income benefit and income protection. • Was one of the high achievers of the company by being 9th out of 222 advisors in only 3 months. • Successfully sold all insurance products in first 3 months. • Trained other members of the company on how to advise clients on protection.

  • TORI Global
    • United Kingdom
    • Business Consulting and Services
    • 1 - 100 Employee
    • Relationship Manager ( Contract Position)
      • Jun 2019 - Oct 2020

      •Worked closely with Senior Consultants in banking, wealth management and insurance to create business plans to target strategic accounts. •Researched companies to see how Tori can help them with regards to IT infrastructure, governance, risk and compliance. •Targeteded to speak to senior decision makers to promote Tori’s consulting services. •Worked closely with Marketing to make sure email and social media campaigns are reaching our targeted clients. •In charge of making sure there is client success in onboarding clients and increasing revenue. Show less

  • Deloitte Consulting
    • Italy
    • Business Consulting and Services
    • 700 & Above Employee
    • Relationship Manager ( Contract Position)
      • Dec 2018 - May 2019

      • Worked on one of Deloitte's major accounts to make sure all projects are progressing and achieving the correct revenue globally. Targeted to make sure the account has at least 140 projects. •Strong stakeholder management skills are required with Senior Managers and Lead Partners to collect management information for 140 projects in 40 countries globally which is reported monthly. •Worked closely with the Chief Operating Officer of Deloitte's major account to complete financial forecasting for the next four years. •Produced monthly management information presentations for the Group Chief Financial Officer, Group Chief Operating Officer and Chief Executive of Global Commercial Banking of the major account. •Created presentations of the financial forecasts of the major account which was reviewed by senior management and Lead partners. •In charge of managing weekly calls with Lead Partners to see the progress of their country’s pipeline revenue and to help solve any of their issues. •Worked closely with the project's teams at the major account to see if Deloitte can win any new projects. •In charge of analysing other team’s request for funding for other projects. Show less

  • Bloomberg LP
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager ( Contract position)
      • Jul 2018 - Dec 2018

      •Implemented clients such as hedge funds, asset managers, pension funds and corporate companies onto Bloomberg’s new online Know Your Client (KYC) platform Entity Exchange. •Made sure clients have been set up correctly on the back end system and the front end system before the implementation. •Gathered KYC documents such as certificate of incorporation, articles of association and annual accounts from the clients to add onto their online profile on Entity Exchange. •Trained clients globally on how to use the platform by having video conferences with them. •Made sure all the data on Entity Exchange is the same as on the Bloomberg terminal. •I was put in charge of creating the KYC document process for the Sales and Implementation teams. •The Brexit project I worked on was to get clients to choose which Bloomberg terminal they use and whether it will be in the UK or EU. •I made sure the correct Brexit documentation is signed by the correct authorized signature and the new paperwork is uploaded to the system. •Held weekly meetings with senior management and the Global Head of KYC to give updates on the amount of new documents added to the online platform. Show less

  • Visa
    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Relationship Manager ( Contract position)
      • Aug 2017 - Feb 2018

      Real-Time System Interface (RTSI) Programme RTSI provides for real time exchange of dispute data between client banks and internal Visa dispute systems/Visa Resolve Online (VROL) through Real-Time Web Service interfaces. •Headhunted to help with the new product launch of Visa Claims Resolution (VCR) which is a chargeback (dispute) product on an online platform in an agile environment. •Managed a portfolio of 422 corporate banks across Europe such as HSBC, Barclays and RBS. •Worked with issuers, acquirers and processors to update their configuration on Visa Resolve Online (VROL) an online platform. •Primary contact for all clients who have questions or issues regarding the changes to VROL. •Made sure all clients have the correct configuration for implementing VCR while working with Relationship Management and Operations teams. •Negotiated implementation dates that are consistent with the integration plan and fit with the client’s internal environment. •Responsible for monitoring, managing and reporting progress of the implementation to make sure it is on schedule to key stakeholders. •Identify triaging risks and issues throughout the lifecycle of the project. •Made sure client configuration is correct that is sent to the testing teams for the go live. •Made sure the implemented changes that were made became Business As Usual (BAU). •Monitored Visa’s chargeback (dispute) mailbox to make sure all emails are answered in 48hours. Show less

  • Accenture
    • Ireland
    • Business Consulting and Services
    • 700 & Above Employee
    • Relationship Manager ( Contract position)
      • Mar 2016 - Aug 2017

      •Managed a portfolio of Corporate clients across the world in countries such as America, Australia, New Zealand, China, Germany, Italy, Poland and The Netherlands. •Worked on a Financial Conduct Authority (Banking Reform Act 2013) worth £1billion where a Tier 1 Bank has to migrate their clients from an Investment bank to a Retail and Corporate ring fenced bank. •Conducted face to face meetings with CEOs, Financial Controllers and Managing Directors of companies to create a bespoke migration plan of their accounts from the old bank to the new ring fenced bank. •Worked closely with the Relationship Management, KYC, AML, Operations back office and the legal department to make sure clients have been through due diligence to make a smooth transition to the new ring fenced bank. •Resolved any service delivery or product issues on a pro-active basis in order to minimise the impact to the client and the payment and cash management reputation. •Made sure all clients are on boarded and fully migrated to the new ring fenced bank before the Bank’s deadline from the government. •Worked closely with IT to make sure all products are tested correctly before they go live and turn to BAU. •Recognised as one of the top performers on the project by hitting 100% of KPIs for 9 consecutive months. •Passed International Compliance Association Certificate in Anti Money Laundering and Sanctions and Compliance. •Successfully passed Prince 2 Practitioner exam in Project Management while working full time. Show less

  • Tungsten Network
    • United Kingdom
    • Personal Care Product Manufacturing
    • Relationship Manager ( Contract position)
      • Aug 2015 - Jan 2016

      •Headhunted to sell supply chain finance to the company’s largest clients such as Tesco, Unilever, Shell, Glaxo Smith Kline, Aviva, BBC and Siemens. •Targeted to make sure suppliers are drawing down (Taking payment of invoices early). •Presented to clients at meetings the benefits of moving away from paper invoices and to process all their invoices electronically. By clients having electronic invoices they can have access to early payment of invoices by using Tungsten’s online portal. •Create Strategies with Campaign Managers and Marketing to sell early payment of invoices to Small & Medium Enterprises (SMEs) to improve their cash flow. •Attended client meetings to demonstrate the benefits of taking early payment of invoices to improve our client’s working capital. •Presented at networking events the advantages of companies using financial technology (fintech) to increase cashflow. •Worked closely with a Tier 1 Bank to make sure suppliers have the correct documentation and new bank account details to proceed with Tungsten Early Payment. •Worked closely with KYC and Tungsten Bank to make sure all deals progress smoothly. •When attending client meetings upsell Tungsten’s other products which include electronic invoicing, finance and a procurement analytics tool. Show less

  • The Economist
    • Business Content
    • Relationship Manager ( Contract position)
      • Aug 2014 - Aug 2015

      •Sold financial events to CEOs’ and CFO’s across the world. •Targeted at signing up people to attend Economist conferences. •Hit 200% of target in half the expected time from the previous year on a Chief Financial Officer conference. •Account managed companies to cross sell other Economist services. •Worked on one of the world’s most exclusive economic events with an audience worth $30 trillion; in which former president of America Bill Clinton and Mark Carney the Governor of the Bank of England were guest speakers. •Worked closely with the Marketing team to decide who are the target market for conferences. •Managed relationships with project managers, speakers, marketing and clients for events. Show less

  • Crossflow Payments
    • Ireland
    • Financial Services
    • Relationship Manager
      • Jan 2014 - Jul 2014

      •Joined a start-up company in the peer to peer finance industry. •Targeted to sell EDI and Supply Chain Finance (SCF) to Corporate companies that turnover £300million to £60 billion. •Worked with the Chief Operations Officer to create power point presentations that promote the Crossflow business model to potential funding providers. •Liaised with C Level contacts within FTSE 100 - AIM listed companies. Detailed discussions held with Treasurers, Financial Controllers, Supply Chain and IT Directors to highlight the benefits of an EDI platform and SCF facility to improve working capital for both buyer and suppliers. •Worked with the press such as City AM, Trade finance and Spend Matters to increase the company’s profile of supply chain finance. •Developed and support the on-boarding process for suppliers. During which I developed supplier relationships to maximise utilisation of funds available which is £5 billion. •Arranged and attend networking events with sector specialists and organisations to present the benefits of Supply Chain Finance to potential clients and thought leaders. •Managed relationships with suppliers to educate them on supply chain finance. •Go to suppliers’ offices to demonstrate how to use the supply chain finance portal. •Liaised with the Operations team to see what the optimum rate of finance is for suppliers. •Worked closely with company CEO to start proceedings to acquire funding from a Tier 1 Bank. Show less

  • RBS Invoice Finance
    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Relationship Manager
      • Jul 2012 - Dec 2013

      •Targeted on selling invoice finance to the Commercial sector that turnover £2- £50 million. •Targeted on making sure I have at least 2 new meetings a week by either networking with Relationship Managers of the bank and reviewing their portfolio of clients, or cold calling new businesses. •Presented to clients at meetings the benefits of RBS products such as confidential invoice discounting, factoring and invoice insurance bad debt protection to improve working capital. •Influenced other departments such as Client Relations, Credit, Legal Documentations and the Bank in making sure deals progress smoothly and on time. •Worked closely with Marketing to promote invoice finance products across other areas of the corporate bank and to new and existing customers. •Made sure background checks and KYC is completed for all directors of potential clients. •Targeted on making sure business proposals which get sent to credit for approval are accurate. •Worked closely with Relationship Managers for the take on of a new client by making sure all conditions precedent are completed as well as having all the debt verified and loaded. •Ensure Customer Relationship Manager (CRM) which is an internal sales database is up to date with all deals. Show less

  • ReThink Recruitment
    • United Kingdom
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Recruitment Consultant
      • Jan 2011 - May 2012

      •Recruitment Consultant for ReThink Recruitment, a business and technology recruitment specialist that recruit both permanent and contract staff across all industry sectors and technologies. •I have experience delivering multiple resources to a variety of clients across numerous sectors including Healthcare, Financial, Retail, Banking, and Software houses, and a number of IT disciplines including .Net, Java, SQL Server, Oracle, PHP, Business Analysis, and Project Management. •In January I successfully managed to bring on a new client from America and place two candidates. •I have experience of managing the company’s biggest financial client The Co-operative Bank. •I was top performer in January and hit over 200% of target. Show less

  • UBS Investment Bank New York
    • Mortgage Security Analyst
      • Sep 2009 - Sep 2010

      •This was an internship with Mountbatten after completing university where I also studied towards my Masters. •I was in charge of making sure all government backed securities are delivered and received by all accounts. The trades ranged from $25,000 to $150,000,000. •Analysed daily trading activity, resolved discrepancies working with various trading teams to ensure accurate trade confirmations were reported to senior management. • Led a project to improve communication between branches of the Investment Bank that dealt with government backed securities. I conducted a presentation to senior directors on how there were discrepancies with trades due to a lack of communication and training. •As part of the project I created a document that was implemented to all branches across America which impacted over 5,000 employees. Analyzing and generating high-level business reports and managing daily trading activity, key activities and results include: •Processing of 3000 daily settlements for Bills, Bonds, Notes and Treasuries traded with counterparties, meeting operational and regulatory guidelines. •Coordinating daily and weekly reports, liaising with traders and counterparties all over the world. •Monitoring daily collateral positions and updating work drivers, SOX evidences & trade volume count •Training with members of settlements team and gained proficiency using Retail Back Office Systems (FCP, Consultworks, GJOWS, Bloomberg and JPM Chase Broker/Dealer Automated System) •Providing excellent client service and resolving trade issues with external counterparties. •Performing special projects, including preparing analysis and reports on Treasury Markets Reporting Group, Segregation Deficit, Government Securities Clearing Corp, Exception Settlements and Risk Exposure to inform senior management of outstanding trades, claims and resolution strategy. Show less

Education

  • Mountbatten Program
    MBA, International Business Management
    2009 - 2010
  • Birmingham City University
    BA(Hons), 2:1 Business Studies
    2005 - 2009
  • The Manchester Grammar School
    1998 - 2004
  • The Campion School

Community

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