Ben Tansley

Pension Transfer Specialist at Leabold Financial Management Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Cardiff Area, UK

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Bio

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Credentials

  • Chartered Financial Planner
    Chartered Insurance Institute
    Jan, 2021
    - Nov, 2024
  • CII Level 6 Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Dec, 2020
    - Nov, 2024
  • CII Level 3 Award in Long Term Care Insurance
    Chartered Insurance Institute
    Mar, 2020
    - Nov, 2024
  • CII Level 4 Certificate in Discretionary Investment Management
    Chartered Insurance Institute
    Mar, 2018
    - Nov, 2024
  • CII Level 4 Certificate in Pension Transfer Advice
    Chartered Insurance Institute
    Dec, 2017
    - Nov, 2024
  • CII Level 4 Diploma in Financial Planning
    Chartered Insurance Institute
    Oct, 2017
    - Nov, 2024
  • FE Analytics - Accredited User
    FE Analytics
    May, 2017
    - Nov, 2024
  • CII Level 4 Certificate in Paraplanning
    Chartered Insurance Institute
    Dec, 2016
    - Nov, 2024
  • CII Level 3 Certificate in Financial Services
    Chartered Insurance Institute
    Mar, 2015
    - Nov, 2024

Experience

  • Leabold Financial Management Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Pension Transfer Specialist
      • Feb 2018 - Present

      I currently act as the firm's pension transfer specialist in a non-clientfacing capacity. My primary function is to prepare the necessary research and analysis needed to deliver the firm’s advice. I also keep up to date with FCA related regulations, including analyses of policy statements and consultation papers.

    • Paraplanner
      • Sep 2015 - Present

      I joined Leabold as a Paraplanner with my main responsibility being the preparation of the firm's Advice Reports. I am also involved in general client service, such as new business paperwork processing and tracking, coordinating inter-company transfers, and preparing client correspondence.

  • Wheeler Wicks & Co
    • United Kingdom
    • Trainee Administrator
      • May 2014 - Aug 2015

      My role at Wheeler Wicks & Company was an entry level role that focused on administration. My key responsibilities were data entry, letter writing, and liaising with product providers to obtain policy information. This was my first job in an office environment, but also in Financial services. My role at Wheeler Wicks & Company was an entry level role that focused on administration. My key responsibilities were data entry, letter writing, and liaising with product providers to obtain policy information. This was my first job in an office environment, but also in Financial services.

  • Asda
    • Retail
    • 700 & Above Employee
    • Customer Service Representative
      • Dec 2008 - May 2014

      Dealing with customer queries and solving them to the best of my ability. Handling customers with respect and professionalism. Dealing with customer queries and solving them to the best of my ability. Handling customers with respect and professionalism.

Education

  • Chartered Insurance Institute
    Financial Planning and Services
    2014 - 2020
  • Buckinghamshire New University
    Bachelor of Arts - BA, Air Transport Management
    2010 - 2013

Community

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