Experience

LEBC Group
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Chartered Financial Planner

  • Sep 2021 - Present


1825 Financial Planning

• Financial Services
• 1 - 100 Employee

• • Aug 2017 - Aug 2021

• • Feb 2015 - Jul 2017



Standard Life Client Management

• United Kingdom
• Insurance

• Paraplanner

  • May 2010 - Feb 2015

  My employment with Standard Life began in the National Platform Team, performing transactional work on the Wrap platform. In January 2011, I was promoted to the position of paraplanner. My duties as a paraplanner included: Full administrative support for Private Client Managers Report writing and research Ensuring that advice falls in line with current Risk/Compliance guidelines Keeping up to date with legislation and SL procedures My employment with Standard Life began in the National Platform Team, performing transactional work on the Wrap platform. In January 2011, I was promoted to the position of paraplanner. My duties as a paraplanner included: Full administrative support for Private Client Managers Report writing and research Ensuring that advice falls in line with current Risk/Compliance guidelines Keeping up to date with legislation and SL procedures



Aviva

• Insurance
• 1 - 100 Employee

• Consultant support

  • Aug 2009 - May 2010

  My first position in consultant support was highly engaging, though unfortunately the branch was closed due to a nationwide restructure. Responsibilities included: Producing illustrations for a diverse range of products Target key accounts about campaigns Pro-active internal and external calls Resolving new and existing business queries Up-to-date and comprehensive product knowledge Create leads and appointments for consultants using RACE Gathering market information statistics Relationship building (visits and teleconferences with IFAs) Show less



Aegon

• Financial Services
• 700 & Above Employee

• Customer Consultant

  • Jan 2008 - Aug 2009

  Working within Individual New Business administering pension applications and increments. Due to my previous experience I quickly moved on to process Servicing and Settlement queries for pensions and bonds. Working within Individual New Business administering pension applications and increments. Due to my previous experience I quickly moved on to process Servicing and Settlement queries for pensions and bonds.



Scottish Widows

• United Kingdom
• Financial Services
• 700 & Above Employee

• Customer Service Representative

  • Apr 2007 - Dec 2007

  My role in Scottish Widows was processing applications for Scottish Widows' Protection For Life product suite. I have learned to use ALIS and AWD as part of this job. There was a component of telephony entailed to help internal advisors and customers with their enquiries. My role in Scottish Widows was processing applications for Scottish Widows' Protection For Life product suite. I have learned to use ALIS and AWD as part of this job. There was a component of telephony entailed to help internal advisors and customers with their enquiries.