Andrew Kelly

Managing Director and Independent Financial Adviser at Parker Kelly Financial Services Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Liverpool, England, United Kingdom, GB

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Credentials

  • CII Certificate in Insurance
    -

Experience

  • Parker Kelly Financial Services Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Managing Director and Independent Financial Adviser
      • Jul 2020 - Present

      I am the joint managing Director of Parker Kelly Financial services and I am one of the principle IFA's at the firm. I specialize in Wealth Management and Retirement Planning and advice is fully independent.

    • Independent Fiancial Adviser
      • Mar 2018 - Present

      Independent Financial Adviser providing advice on pensions and investments.

    • Trainee Adviser
      • Sep 2016 - Jul 2020

      As a trainee adviser I'm learning on the job whilst studying for my qualifications the PFS.

  • ServiceSource
    • Operations Services Manager
      • Sep 2014 - Jul 2016

      Operations Services Manager. Resposible for:Account managementClient Relationship ManagementChange ManagementProcess Improvement and ImplementationProject Management Operations Services Manager. Resposible for:Account managementClient Relationship ManagementChange ManagementProcess Improvement and ImplementationProject Management

  • Direct Line Group
    • United Kingdom
    • Insurance
    • 700 & Above Employee
    • Team Manager
      • Jan 2011 - Sep 2014

      Gap in between as working as a test lead. I currently manage a team of 12 handlers who deal with Motor Insurance claims. I also manage project work relating to process changes and improvements at a senior level. This includes being the lead change manager for the site. As lead change manager I had to influence and engage key stakeholders in an ever changing environment ensuring deadlines where met by being proactive in my decision making

    • Test Team Lead
      • Jan 2012 - Oct 2012

      Transforming our Claims Business’ was a strategic Programme to deliver major improvements in the efficiency and cost base of administering claims within Claims Operations, and financial performance including a complete overhaul of the Claims processes and control environment. I was responsible for testing the improvements and changes comprehensively before the go live date.

  • NIG
    • United Kingdom
    • Insurance
    • 200 - 300 Employee
    • Technical Underwriting Team Manager
      • Jul 2006 - Dec 2010

      I managed a team of 12 Underwrting consultants , conducting regular appraisals & pay reviews. I Recruited new staff which included liaising with agencies.I worked in a B2B department of 35 staff managing three key work flows (Post, EDI & telephony) I delivered on service levels and maintained compliance on a regulatory levelI produced AYIC reports & conducted audits I managed a team of 12 Underwrting consultants , conducting regular appraisals & pay reviews. I Recruited new staff which included liaising with agencies.I worked in a B2B department of 35 staff managing three key work flows (Post, EDI & telephony) I delivered on service levels and maintained compliance on a regulatory levelI produced AYIC reports & conducted audits

  • Aviva
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Sales/Retention/Customer Service Team Manager (Contact Centre)
      • Nov 2001 - Jun 2006

      I Managed a team of highly successful sales staff who regularly achieved 112% of their key KPI'sI helped development & manage a successful retention team this included coaching & mentoring staff to improve their retention, sales, cross sales & customer service skills using various training and coaching methods.I also Lead and motivated a large team through a critical change period (redundancy)I had responsibility for capacity planning, managing attendance & attrition I Managed a team of highly successful sales staff who regularly achieved 112% of their key KPI'sI helped development & manage a successful retention team this included coaching & mentoring staff to improve their retention, sales, cross sales & customer service skills using various training and coaching methods.I also Lead and motivated a large team through a critical change period (redundancy)I had responsibility for capacity planning, managing attendance & attrition

Education

  • The Open University
    Bachelor’s Degree, Leadership and Management
    2009 - 2016
  • St Edwards College
    1992 - 1998

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