Experience

Chewton Wealth Management Limited

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head Of Operations

  • Jun 2019 - Present

  In June 2019 the opportunity arose for me to assume Practice Manager position within the business and take on overall responsibility for the day to day running of Chewton Wealth Management whilst supporting John in the development of the Practice.In this time, I have conducted, managed and overseen a complete rebrand and refresh of Chewton Wealth Management including all company literature, social media and the establishment of a bespoke website.Working closely alongside John we have curated and developed the business tremendously in recent times. I am proud of the collaborative team culture we have established within the business and we are continuously striving to improve and develop the first class service we deliver to our clients.Accountable for all Advisers and Administration Team, overall customer service, client service charter, business processes and workflows, compliance and regulatory requirements, project management, CRM databases and team development and personnel.Assessed, developed and implemented various processes, systems and controls incorporating business strategy and structure, counterparty and introducer development, marketing & compliance to support the business growth and improve efficiency. Improved processes while facilitating development of appropriate projects and operations.Personnel management and development, including personnel appraisal reviews, development programmes and employee benefits and rewards.

• New Business Manager

  • Oct 2017 - Jun 2019

  I joined Chewton Wealth Management in 2017 to support John Satchwell and the Practice Manager with the new business management and administration of client investments and wealth management.This included comprehensive business processing of investment, protection, retirement and IHT planning applications for clients, Suitability Report writing, Illustration preparation, pipeline management, anti-money laundering requirements, fund switches, client query management and maintenance of relevant CRM systems.



Compliant Paraplanning Ltd

• Administration Manager

  • Apr 2004 - Sep 2017

  Administration Management for a group of financial services and investment management companies. I joined the company in 2004 as PA to the company Directions and developed with the business into various roles including Paraplanner, Team Leader and Administration Manager.Accountable for Administration Team including customer service, processes and workflows, compliance, product & project management, CRM databases, and team personnel.Assessed, developed and implemented various processes, systems and controls incorporating database design, structure, counterparties, marketing & compliance to support the business growth and improve efficiency. Assisted with the establishment and maintenance of various counterparts including lenders, law firms, brokers, investment managers and fund managers. Efficiently reviewed contracts for various services and monitored SLAs/KPIs to ascertain absolute client and supplier satisfaction. Improved processes while facilitating development of appropriate projects and operations.Personnel management and development, including personnel appraisal reviews and development programmes.