Experience

bigspark

• United Kingdom
• Software Development
• 1 - 100 Employee

• Head of People

  • Jan 2023 - Present

• Head Of Operations

  • Jan 2022 - Jan 2023

• Operations and Finance Manager

  • Sep 2020 - Jan 2022



Chalet le Sabot

• Morzine, Auvergne-Rhône-Alpes, France

• Business Owner

  • Dec 2017 - Present



MakingHeadSpace

• Associate Executive Assistant

  • Jan 2013 - Present

  Highly experienced Executive Assistant, working with C-Suite level clients, providing the following services: Diary management, Project management, Meeting co-ordination, Travel itineraries, Event organisation, Research, Presentations, Document drafting, Proof reading, Transcription, Financial reporting/ Spreadsheets, Invoices and expenses preparation, Property management, Personal tasks. French speaking. Highly experienced Executive Assistant, working with C-Suite level clients, providing the following services: Diary management, Project management, Meeting co-ordination, Travel itineraries, Event organisation, Research, Presentations, Document drafting, Proof reading, Transcription, Financial reporting/ Spreadsheets, Invoices and expenses preparation, Property management, Personal tasks. French speaking.



Blue Umbrella

• Associate Virtual Executive Assistant

  • Jan 2015 - Jan 2016



Gail Carley Consulting Ltd

• Hough on the Hill, United Kingdom

• Owner

  • 2005 - May 2014

  Compliance and Training Consultant, QA Consultant Compliance and Training Consultant, QA Consultant



Enterprise Learning

• United Kingdom
• Business Consulting and Services
• 1 - 100 Employee

• Training Consultant - Mortgage Market Review Change Training delivery

  • Feb 2014 - Apr 2014



Huntswood

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Services Mystery Shopping Consultant

  • Jan 2013 - Jan 2013



NORWICH UNION LIFE & PENSIONS LIMITED

• Financial Services
• 1 - 100 Employee

• Customer Relations Manager / Complaints Handler

  • Aug 2005 - Jun 2007



AXA

• France
• Insurance
• 700 & Above Employee

• Project Team Leader - MCOB New Business Vetting Project

  • Mar 2005 - Aug 2005



Halifax

• Banking
• 700 & Above Employee

• Training Consultant

  • Jun 2004 - Dec 2004

  Training Design and Delivery (Procedures and Systems)Including individual coaching and accreditation- Managed Pension(Income Drawdown) Review– Suitability and Causation– Calculations and Redress– Data Gathering – for Suitability and for Calculations and RedressCustomer Services Department– Anniversary Statement Training Procedure Writing - Calculations and Redress- Data Gathering – for Suitability and Causation and Calculations and Redress- Procedures for Anniversary Statement Project Sole Responsibility for specific Projects including training design, organisation and management- Data Gathering – for Suitability and Causation and for Calculations and Redress- Anniversary Statement Training – Customer Services DepartmentInvigilation and Marking of Accreditations including feedback to delegates (written and verbal) Show less

• Review Consultant

  • Apr 2004 - Jun 2004

  Managed Pension (Income Drawdown) Review - Suitability and Causation review including Redress type.



AMP

• Australia
• Financial Services
• 700 & Above Employee

• Audit and Compliance Consultant

  • Jun 2003 - Dec 2003

  Business Review - Opt in Mailing project – Replacement Business - Involvement in EB20 Review - Field Investigation Review - Daily contact with clients by telephone to assess suitability of advice - Dealing with Customer complaints - Daily use of clients internal business systems - Report writing/database completion Business Review - Opt in Mailing project – Replacement Business - Involvement in EB20 Review - Field Investigation Review - Daily contact with clients by telephone to assess suitability of advice - Dealing with Customer complaints - Daily use of clients internal business systems - Report writing/database completion



Aviva

• United Kingdom
• Financial Services
• 700 & Above Employee

• Sales Compliance Officer

  • Jul 1999 - Apr 2003

  Specific projects:- Companywide Endowment and Pension Review- Mortgage Code Compliance Board visit – accompanying the Regulator- Responsibility for organisation and delivery of training for Mortgage Code Compliance standards to Mortgage sales force.Responsible for field based compliance auditing of an area comprising approximately 70 Company Representatives and 6 Supervisors based on Risk Based Monitoring. Key Responsibilities:Business Review – New and Existing Business. Full range of company’s products but specialising in mortgage related business. Mortgage Sales Review – Reviewing mortgage (loan) business against Mortgage Code Compliance Standards. New and Existing BusinessCompetency questioning of Company Reps and Supervisors.Compliance monitoring of implementation of Training and Competence Scheme. (Company Reps and Supervisors)Responsible for the competency sign-off of Trainee compliance officers, Area Sales Managers and Company Reps including coaching and assessment.Identification of training needs and subsequent delivery of training within my area to Supervisors and Company Reps at monthly sales meetings.Liaison with Supervisors/Area Sales Managers with regard to company compliance standards and adherence to company’s Suitable Advice Guide. Process Mapping/Procedure Writing- Company Advice standards / Mortgage Code Compliance Standards- Audit programme - Compliance Audit/ Review standardsInvestigative Analysis (EB20)- Specific Company reps investigated- Specific Supervisors investigated- Complaints analysis and investigationLarge involvement with Call Centres (where advice given over telephone) from compliance review and training perspective. Show less

• Senior Financial Consultant - Mortgage Specialist

  • Jul 1998 - Jul 1999

  Estate agency based financial planning



The Radnor Group

• Lightwater, Surrey

• Area Sales Manager/Training and Competence Supervisor

  • Jul 1997 - Jul 1998

  Responsible for New Business Review, Assessment and Coaching for team of Mortgage and Financial Advisors, including identifying training needs and implementing training. Responsible for New Business Review, Assessment and Coaching for team of Mortgage and Financial Advisors, including identifying training needs and implementing training.



Aviva

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Financial Consultant

  • Dec 1995 - Jul 1997

  Estate agency based financial planning

• Financial Consultant

  • Apr 1994 - Dec 1995

  Full financial planning and advice