Experience

Wealthtime Select

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Investment Services Executive

  • Aug 2022 - Present



FNZ Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Service Executive

  • Jul 2021 - Jun 2022

  Positioned in the In-specie Transfers Out team dealing with all steps of an in-specie transfer from request to completion for all legacy products still held with James Hay. Working with Investment Managers and Fund Providers to ensure the smooth transfer of assets held within a client's SIPP to external providers. Prioritising activity within laid down SLA’s and to use discretion in making decisions. Taking ownership of a variety of issues, working within the defined… Show more Positioned in the In-specie Transfers Out team dealing with all steps of an in-specie transfer from request to completion for all legacy products still held with James Hay. Working with Investment Managers and Fund Providers to ensure the smooth transfer of assets held within a client's SIPP to external providers. Prioritising activity within laid down SLA’s and to use discretion in making decisions. Taking ownership of a variety of issues, working within the defined company and regulatory policies and procedures, as well as the Risk & Governance framework. Show less Positioned in the In-specie Transfers Out team dealing with all steps of an in-specie transfer from request to completion for all legacy products still held with James Hay. Working with Investment Managers and Fund Providers to ensure the smooth transfer of assets held within a client's SIPP to external providers. Prioritising activity within laid down SLA’s and to use discretion in making decisions. Taking ownership of a variety of issues, working within the defined… Show more Positioned in the In-specie Transfers Out team dealing with all steps of an in-specie transfer from request to completion for all legacy products still held with James Hay. Working with Investment Managers and Fund Providers to ensure the smooth transfer of assets held within a client's SIPP to external providers. Prioritising activity within laid down SLA’s and to use discretion in making decisions. Taking ownership of a variety of issues, working within the defined company and regulatory policies and procedures, as well as the Risk & Governance framework. Show less



James Hay Partnership

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Service Executive

  • Nov 2020 - Jun 2021



Clydesdale Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Administrator

  • Feb 2019 - Aug 2019

  Providing a range of processing and administrative activities, to provide customers with an efficient service. Ensure efficient movement of customer requests between multiple teams. Making sure that the relevant quality controls are used when progressing customers request. Communicating with third parties to ensure the correct documentation has been received when a PPI Information Request or complaint has been received Providing accurate administrative support at… Show more Providing a range of processing and administrative activities, to provide customers with an efficient service. Ensure efficient movement of customer requests between multiple teams. Making sure that the relevant quality controls are used when progressing customers request. Communicating with third parties to ensure the correct documentation has been received when a PPI Information Request or complaint has been received Providing accurate administrative support at all times. Show less Providing a range of processing and administrative activities, to provide customers with an efficient service. Ensure efficient movement of customer requests between multiple teams. Making sure that the relevant quality controls are used when progressing customers request. Communicating with third parties to ensure the correct documentation has been received when a PPI Information Request or complaint has been received Providing accurate administrative support at… Show more Providing a range of processing and administrative activities, to provide customers with an efficient service. Ensure efficient movement of customer requests between multiple teams. Making sure that the relevant quality controls are used when progressing customers request. Communicating with third parties to ensure the correct documentation has been received when a PPI Information Request or complaint has been received Providing accurate administrative support at all times. Show less



Tesco Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Customer Service Representative

  • Aug 2018 - Dec 2018

  Providing support regarding credit cards. Giving customers a satisfactory conclusion for queries and requests. Ensuring processes are completed fully when unable to on first contact with the customer. Raising and dealing with complaints at the first point of contact. Maintaining customer satisfaction and trust. Providing support regarding credit cards. Giving customers a satisfactory conclusion for queries and requests. Ensuring processes are completed fully when unable to on first contact with the customer. Raising and dealing with complaints at the first point of contact. Maintaining customer satisfaction and trust.



James Hay Partnership

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Service Executive

  • Dec 2015 - May 2018

  Updating and maintaining IFA and Client details, previously responsible for the day to day processing of New Business, Cash Transfers into SIPPs, executing trade instructions, written, telephone and general enquiries. Positioned in the trading teams which involved working with Investment Managers on a daily basis, including tasks such as payments to Investment Managers, setting up and closing Investment Manager Accounts, and instructing transfers between Investment… Show more Updating and maintaining IFA and Client details, previously responsible for the day to day processing of New Business, Cash Transfers into SIPPs, executing trade instructions, written, telephone and general enquiries. Positioned in the trading teams which involved working with Investment Managers on a daily basis, including tasks such as payments to Investment Managers, setting up and closing Investment Manager Accounts, and instructing transfers between Investment Managers. Providing exceptional customer service, acting as a designated point of contact for a portfolio of IFA’s. Show less Updating and maintaining IFA and Client details, previously responsible for the day to day processing of New Business, Cash Transfers into SIPPs, executing trade instructions, written, telephone and general enquiries. Positioned in the trading teams which involved working with Investment Managers on a daily basis, including tasks such as payments to Investment Managers, setting up and closing Investment Manager Accounts, and instructing transfers between Investment… Show more Updating and maintaining IFA and Client details, previously responsible for the day to day processing of New Business, Cash Transfers into SIPPs, executing trade instructions, written, telephone and general enquiries. Positioned in the trading teams which involved working with Investment Managers on a daily basis, including tasks such as payments to Investment Managers, setting up and closing Investment Manager Accounts, and instructing transfers between Investment Managers. Providing exceptional customer service, acting as a designated point of contact for a portfolio of IFA’s. Show less