Experience

Neo Financial Planning

• Financial services B2B

  • Jan 2022 - Present

  Many people are uncertain about the value of their pensions with previous employers and don't know if they will be in a position to retire comfortablywe offer to track down any frozen pensions that you may have lost touch with over time, and will provide you with an up to date valuation of all your company and private pensions completely free of charge. All you need to do is get in touch and complete a simple form.Once you have your up to date pension valuation, it may then be time to start planning for retirement more proactively. You may wish to consider consolidating your various pensions into one manageable pot, or perhaps transferring your existing pension into a new scheme that charges smaller fees and offers more opportunity for growth.If you already know where you stand but are interested in a pension transfer for any of the below benefits that a pension transfer can offer then Neo FP can point you in the right direction.- Consolidation.- Investment flexibility.- Better inheritance benefits.- Total control.



Holborn Assets LLC

• Financial Services Consultant

  • Feb 2014 - Jan 2022

  • Develop and maintain effective relationships with clients and colleagues.• Prepare suitability reports across a wide range of financial products.• Ensure all relevant compliance paperwork has been carried out.• Carry out technical research as part of the existing arrangement review process.• Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.• Discuss client objectives with the relevant Financial Planner.



Vivio - keeping you connected...

• United Kingdom
• Telecommunications
• 1 - 100 Employee

• Personal Assistant to Director

  • Oct 2013 - Jul 2014



GPI Europe a.s.

• Slovakia
• Financial Services
• 1 - 100 Employee

• Personal Assistant to Director

  • Jan 2007 - Aug 2013

  • Diary and email management for Managing Director - ensuring they are aware of everything going on that day/week in advance• Booking internal and external meetings• Arranging travel – both business and personal• Acting as the main point of contact for the office• Liaising with third-party companies• Processing and chasing invoices,• Account reconciliation • Processing VAT returns and liaising with accountants• General PA duties • Diary and email management for Managing Director - ensuring they are aware of everything going on that day/week in advance• Booking internal and external meetings• Arranging travel – both business and personal• Acting as the main point of contact for the office• Liaising with third-party companies• Processing and chasing invoices,• Account reconciliation • Processing VAT returns and liaising with accountants• General PA duties



Royal London

• United Kingdom
• Financial Services
• 700 & Above Employee

• Pensions Administrator

  • Feb 2005 - Mar 2007

  •assist in the administration of the defined benefit Superannuation funds (UK and ROI) in compliance with pension regulations, Trust documentation and company/trustee policies•assist in the administration of all aspects of the RLGPP scheme in accordance with contractual and legislative requirements•maintain and apply a good understanding of the rules for all employee pension schemes and policies and relevant legislation covering these pension schemes and share knowledge with employees, colleagues and other...