Experience

Embark Pensions
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Senior Technical Specialist

  • Feb 2018 - Present


Curtis Banks - self invested pension specialists

• United Kingdom
• Individual and Family Services

• Operations Manager

  • Oct 2005 - Jan 2018

  • Role started as Client and Portfolio account Manager processing all transactions, promoted to Team Leader and onto Operations Manager • Managing Section Heads of multiple process teams • Ensuring consistent quality service provided to clients and IFA • Continuous improvement of all procedures • Operations planning including capacity and resource • Authorised Signatory for trustee • Staff development and training • Involved in Technical sign off of complex work (Drawdown/Death etc) • All HR related issued including carrying out instant dismissals, disciplinary hearings and redundancy process • Staff Benefits review and implementation • Recruitment • Managed operations side of project to migrate a book of business to Curtis Banks and ongoing governance with the third party Show less



Standard Life Aberdeen

• United Kingdom
• Financial Services
• 100 - 200 Employee

• IFA Support Manager

  • Oct 1992 - Jan 2005

  Standard Life Assurance Company PLC – IFA Support Manager 25th Feb 2005 (Office closure) • Coached and developed an administration team which provided support to IFAs’ in Life, pensions and investment products • Effective relationships developed with IFA’s and maintained discussing issues affecting them • Successful performance and development reviews • Efficient and professional service delivered to internal and external customers through resource planning and training 1992 – Dec 03 Standard Life Assurance Company PLC – Customer Support Representative/Team Leader • Checking and processing of life and pension applications • Providing quotations to customers within set service standards • Visits to key customers to build relationships • Two years spent as office and regional trainer • Medical underwriter • Working within FCA regulations and guidelines • Progressed to Team Leader managing a quotations team until promoted to IFA Support Manager Show less