John Callaghan
Technology Systems Manager at Rimbal- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Regulated Financial Planning (RO1)
Chartered Insurance InstituteMay, 2014- Oct, 2024
Experience
-
Rimbal
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Technology Systems Manager
-
May 2023 - Present
Rimbal is a financial services and technology group pioneering the future of financial advice. We create and curate the essential infrastructure, technology and financial services proposition to support our IFA network ValidPath. ValidPath has over 20 years experience supporting hundreds of IFAs and IFA businesses to operate and thrive across the UK from start-up to scale-up to the ValidPath Succession Solution (an alternative to consolidation). Rimbal is a financial services and technology group pioneering the future of financial advice. We create and curate the essential infrastructure, technology and financial services proposition to support our IFA network ValidPath. ValidPath has over 20 years experience supporting hundreds of IFAs and IFA businesses to operate and thrive across the UK from start-up to scale-up to the ValidPath Succession Solution (an alternative to consolidation).
-
-
-
ValidPath
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Technology Systems Manager
-
May 2023 - Present
ValidPath is an FCA-regulated IFA Network with over 20 years experience supporting IFAs and IFA businesses across the UK. Whether newly qualified, an experienced IFA starting a business, an Appointed Representative that values independence or Directly-Authorised and looking to retire, hundreds of business owners believe ValidPath provides the best proposition for their business to operate and thrive. Contact me to learn more. ValidPath is part of Rimbal, a financial services and technology group pioneering the future of financial advice. As the network for Independent Financial Advisers, we believe that independent financial advice is as important today as it will be tomorrow. Independence is Everything™. Show less
-
-
-
M&G Wealth
-
United Kingdom
-
Financial Services
-
100 - 200 Employee
-
Engineer
-
Jan 2018 - May 2023
I was a software engineer in a multi-cultural team (split between UK, Poland & India) that is aligned to M&G Wealth (formerly Prudential Financial Planning). My main skillset in this team is IRESS Xplan configuration/development/API integration, however I am also gaining knowledge and experience in more traditional software/web development (microservices, java, javascript, spring, API, Azure). My main duties currently include: -Xplan system configuration/administration -Xplan Template and Wizard customisation -Working with the Delivery Lead, Tech Lead, Business Analyst, Feature Owner and other senior stakeholders in an agile fashion ensuring quick and reliable delivery of changes requested. -API SME for Xplan to the wider M&G Wealth studio -Debug & implement small change requests to our web-based charges calculator (Javascript) -Debug & implement small changes to various microservices linked to Xplan (Java) -Smoke testing for both Xplan only and microservice integration releases in production -Prior to feature delivery; lead and work with users through UAT to ensure system enhancement/changes meet the needs and requirements of users. -The configuration and changing of numerous XMERGE documents while also facilitating changes into our custom Suitability Report which is a coded output. -Deliver ad-hoc Xplan training to studio members as required Show less
-
-
-
Prudential UK
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
Operations Consultant
-
May 2014 - Jan 2018
I was promoted to the Operations Consultant role within Prudential Financial Planning (PFP). In this role I was awarded various internal awards for the work I had produced while working in the team. I was responsible for a wide array of tasks, ranging from Project Management & Implementation and model office testing to Business process creation, documentation and developing MI to be used by PFP Senior Sales Managers, Directors and CEO.Remuneration - I was responsible for helping manage and maintain the adviser facing & senior management remuneration schemes within PFP. My key responsibilities within the role were: regular production of scorecards which allow finance to accurately pay bonus, maintenance of the remuneration scheme documentation and working directly with the CEO of PFP, the Financial Planning & Strategy Director and other senior stakeholders to help bring the vision and direction of the numerous schemes to life.Projects – I have also provided SME and UAT resource to numerous projects within PFP. Some key highlights would be the creation of a partially automated new case tracker for the Defined Benefit Team, along with the creation and regular production of MI for Senior Management in order to provide visibility on the process and help them make decisions on whether or not restrictions could be lifted, and UAT testing on the Go Pru mobile app. Other notable projects include: FRP Migration, Benefit in kind tax, The introduction of Online Annuity quotes, UAT & Process Documentation on the Xplan system when it was initially implemented and both the testing and creating specifications for Qlikview MI reports. Show less
-
-
Sales Support Consultant
-
Jan 2013 - May 2014
I joined the newly formed Prudential Financial Planning arm of Prudential where the aim was to bring back direct advice provided by Prudential. My main responsibility in this role was to provide support and assistance to my allocated group of Financial Partners. For the Partners, this support can range from ensuring they have adequate information to be able to have a meaningful first meeting with customer and managing their expectations with regards to timescales for any information they request to issuing their Financial Reports and helping them get answers to any ad-hoc queries they may have.Over and above my main responsibilities, I was also responsible for:Financial Provisions - Allocating work across the wider sales-support team and ensuring completion as per management deadlines. Suitability Report Audits - Producing weekly MI for Senior Sales Management illustrating whether support teams and advisers have been following process and also detailing whether or not there were any breaches in the SLA requirements. Show less
-
-
Annuity Executive
-
Jan 2008 - Jan 2013
In this role, i was responsible for processing and managing Annuity applications received from the top 10 IFAs for Prudential. My main duties were:-Processing standard new applications and final quotations-Processing complex cases, such as earmarking, augmentations, with-profit-Stakeholder Management: Account managers, Financial Advisers and clients direct if requiredFor the last 12months of this role, i took on additional coaching responsibilities such as:-Work allocation-Training new members of the team-Providing daily/weekly MI for senior management Show less
-
-
Community
