Experience

St. James's Place – Asia & Middle East

• Singapore
• Financial Services
• 300 - 400 Employee

• Head Of Operations, South, West & Ireland hub

  • Aug 2018 - Present



St. James’s Place

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Relationship Manager

  • Nov 2015 - Present



Towry

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Head of Service Solutions

  • Nov 2014 - Aug 2015

  Creating and leading a centralised function transferring key activity from 20 offices nationally into two central hubs. Reducing process time and cost for transferred functions whilst assisting in the creation of capacity within the front offices. Management of core review functions servicing 4500 clients and generating revenue of over 3.5 million per annum.

• Regional Head of Client Services

  • Dec 2010 - Nov 2014

  Senior manager role reporting to COO, responsible for 7 managers and up to 150 staff across 10 locations. Leading and developing the Client Services teams providing a market leading administrative service to the national wealth advise teams. Working collaboratively with Heads of Sales to develop the Client Services strategy.

• Manager - Client Services

  • Aug 2009 - Dec 2010

  Operational role managing teams of Client Service Associates in multiple locations. Responsible for providing market leading administrative support to 30 Wealth Advisers whilst coordinating change and continuous improvement.



Legal & General

• United Kingdom
• Financial Services
• 700 & Above Employee

• Migration Project Manager

  • Dec 2008 - Aug 2009

• Head of Complaints Quality

  • Oct 2007 - Dec 2008

• Complaints Monitoring Manager

  • Jan 2006 - Oct 2007

• Manager - Customer Resolutions

  • Jan 2003 - Jan 2006

• Manager - Strategic Partners

  • Mar 2000 - Jan 2003

• Administrator - Strategic Partners

  • Aug 1999 - Mar 2000