Experience

Threshold Financial Services Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage Adviser & Compliance Supervisor

  • Dec 2018 - Present

• Mortgage & Protection Adviser

  • Mar 2016 - Dec 2018



Connells

• United Kingdom
• Real Estate
• 700 & Above Employee

• Mortgage Services Field Trainer

  • Dec 2013 - Mar 2016

• Mortgage Services Senior Consultant

  • Apr 2011 - Dec 2013



Homesavers UK

• Sales & Lettings Administration

  • Nov 2010 - Apr 2011

  Main role of aiding purchase and sale of properties to go through smoothly, dealing with both clients and solicitors direct. Secondary role to deal with lettings management, rental and maintenance on landlord properties, dealing direct with both tenants and estate agency's. Plus various secretarial roles included, plus spreadsheet design, updating of filing systems, budget planning for services, and invoices and bank statements reconciliation.



Hart Financial Consultancy Ltd

• IFA

  • Oct 2005 - Nov 2010

  Main role of holistic financial planning reviews with clients, both face-to-face and over the telephone. Selling of products as mentioned above, targeted for sales annually. Secondary roles of administration of mortgage submissions, including liaising with Solicitors and Estate Agents, and business data recording, projections, etc as required, plus proof reading and input to company documentation. Diary and time management essential.



Countrywide Plc

• Mortgage Consultant

  • May 2004 - Oct 2005

  Mortgage Consultant within Austin & Wyatt, estate agency branch. Main role having mortgage meetings with new clients, helping them along with the “home buying” process and signing up mortgage, life, critical illness, income protection, accident sickness & unemployment and home insurance (buildings and contents) business. Secondary role is administration of business submission and business planning.



James Hay Partnership

• United Kingdom
• Financial Services
• 100 - 200 Employee

• SIPP Investment Administrator

  • Oct 2003 - May 2004

  Communication to SIPP pension clients and brokers with regard to money movement / investment for pension portfolio. Then actual forms and procedures to process and place movement / investment, and follow up procedures.



Friends Provident

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Financial Consultant

  • Feb 2002 - Oct 2003

• Pensions Review Loss Adjuster / Checker

  • Nov 2000 - Feb 2002

  Loss Assessor & Checker in Pension Review Team (Project). Main role is inputting and production of loss assessment and checking of production of other team members loss assessment calculations. Instructional training on loss assessment to other team members. Secondary role is Remedial work, rerunning of cases as rules have changed and keeping track via database. Setting up and maintenance of letter link between Word Pro calculation letters to client and the loss assessment calculation Lotus 123 spreadsheet. Schedule and Chair Management Meetings to discuss departmental issues, improvements and training.

• Team Manager

  • Oct 1997 - Nov 2000

  Team Manager of nine administrators in Financial Planning Operations Unit, plus up to an additional 10 temporary staff. Main role is producing and overseeing production of Pension Transfer Value Analysis quotations including production of procedures for team and 100% Right First Time Quality checking, liaison with Sales Advisers, Trustees and Technical Services. This role included personnel reporting and reviews, staff interviewing, recruitment and disciplinary procedures. Secondary role overseeing Financial Planning process, Pension Buy Out Plan quotes, Non Standard quote production and investigating Capital Gains Tax computer systems.

• Personal Assistant & Senior Secretary

  • Sep 1996 - Oct 1997

  PA to two Managing Directors, dealing with business correspondence, word-processing docs including audio typing, working to high levels of accuracy and to tight deadlines. Additional tasks: diary planning & coordination of programme at Managing Director level, supervision of busy front office, receiving visitors, liaising with advertising companies, attendance at Director Level Meetings, preparation of minutes, control of office stationery supplies for over 40 over staff, processing of Staff Travel Expenses.



HM Forces

• Armed Forces
• 700 & Above Employee

• Personal Assistant & Military Clerk

  • Mar 1992 - Aug 1996

  Lance Corporal, Adjutant General’s Corps, Military Clerk to Department and PA to Commanding Officer and Senior Officers. Primary role to provide direct secretarial support including preparation of all personnel, military policy papers, confidential reports and papers relating to conduct and legal proceedings, and the general control of the busy diary of official social engagements for Commanding Officer. Latter role embrace operation of Television Cameras (qualified Video Camera Operator) and general TV Studio support work.