Experience

Blythswood Associates

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Partner Support Specialist

  • Jul 2023 - Present



St. James’s Place

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior expert assosiate

  • 2016 - Jun 2023

  Manage transactions to agreed service levels, standards and within financial authority limits. Processing non- standard and highly complex transactions, including high value and top St. James's Place Wealth Management clients, working accurately under pressure and demonstrating good time management skills, delivering excellent customer service. Regularly undertake new training driving my self-development doing all up to date regulator training and course including Data Protection and CASS training, FCA Training. Dealing with clients tax calculations and doing manual calculations within basic and higher rate tax payers and their yearly allowances also dealing with their chargeable gains and manual breakdowns of these. Have a very wide product knowledge within the financial services industry. Providing support to some of St. James's place top clients, senior partners and IFA'S. Licensed in a high number of transactions within SJP and have dealt with Bonds under trust & drawing up trusts, the assigning of Bonds, Grant of probates both Scottish and English, Power of attorney documents both Scottish and English, ISAs and Unit Trusts. Have Excellent written and spoken communication skills with experience of successfully influencing others, negotiating effectively, building effective networks across business areas. Have developed relationships based on mutual trust with working as part of the company's complaints team- Acting in accordance with the law and relevant guidance, and with regard for the rights of those concerned. Currently situated in the company's bereavements department dealing with sensitive and high level bereavements. Show less