Experience

Consumer Credit Compliance Limited

• Senior Compliance Account Manager

  • Feb 2015 - Present

  Main duties and responsibilities• Liaison with clients requiring a consumer credit application• Processing of FCA application for consumer credit and home finance • Production of Regulatory Business Plan and Compliance Policies and Procedures• Provision on on-going client support and completion of FCA GABRIEL reports • Taking initial calls, explaining the services on offer and producing quotations• Management of all client accounts• Assist with the development… Main duties and responsibilities• Liaison with clients requiring a consumer credit application• Processing of FCA application for consumer credit and home finance • Production of Regulatory Business Plan and Compliance Policies and Procedures• Provision on on-going client support and completion of FCA GABRIEL reports • Taking initial calls, explaining the services on offer and producing quotations• Management of all client accounts• Assist with the development of new products/new markets• Interrogate databases for information, eg Companies House, FCA, Company Check• Production of client contact plan and checklists Show more Show less



RENAISSANCE IFA LLP

• PA to Managing Partner

  • Sep 2014 - Feb 2015

  Main duties and responsibilities• Production of valuations and pre review documentation• Processing of new business • Liaison with clients and provider fund agencies, both by telephone and in writing• First point of contact for the business and acting as gatekeeper for financial adviser• Diary management• Arrangement of travel • Production of review meeting notes for file• Co-ordination and arrangement of in excess of 90 review meetings per year, booking of… Main duties and responsibilities• Production of valuations and pre review documentation• Processing of new business • Liaison with clients and provider fund agencies, both by telephone and in writing• First point of contact for the business and acting as gatekeeper for financial adviser• Diary management• Arrangement of travel • Production of review meeting notes for file• Co-ordination and arrangement of in excess of 90 review meetings per year, booking of rooms, catering etc• General administrative duties, including filing, preparation of client files, typing/audio typing etc Show more Show less



Yorkshire Housing

• HIA Administrator/Co-ordinator

  • Jan 2013 - Sep 2014

  Main duties and responsibilities(temporary to September 14) • Provision of all administrative support to the Yorkshire Housing, Harrogate Home Improvement Agency• Managing, co-ordinating and making appointments for in excess of 50 handyperson jobs per week; co-ordination of diaries• Communication with clients to ensure handyperson jobs are completed to a high quality • Ensuring all targets and priorities are met, eg ensuring Hospital Discharge jobs are completed as a matter… Main duties and responsibilities(temporary to September 14) • Provision of all administrative support to the Yorkshire Housing, Harrogate Home Improvement Agency• Managing, co-ordinating and making appointments for in excess of 50 handyperson jobs per week; co-ordination of diaries• Communication with clients to ensure handyperson jobs are completed to a high quality • Ensuring all targets and priorities are met, eg ensuring Hospital Discharge jobs are completed as a matter of urgency• Provide backup support to the adaptations team• Answering all calls to the agency• Production of management reports Show more Show less



New Park Court Chambers

• Practice Administrator

  • May 2001 - Oct 2012

  Main duties and responsibilities:• control of all financial functions within chambers (budget of approx £1,200,000), including chambers’ accounts, calculation of annual budgets and members’ contributions; VAT returns; payments to suppliers; maintenance of bank accounts and liaison with bank manager and chambers’ accountants; control over all expenditure; recording chambers’ turnover, arrangement of all health and professional insurances• marketing – actively promote the interests of… Main duties and responsibilities:• control of all financial functions within chambers (budget of approx £1,200,000), including chambers’ accounts, calculation of annual budgets and members’ contributions; VAT returns; payments to suppliers; maintenance of bank accounts and liaison with bank manager and chambers’ accountants; control over all expenditure; recording chambers’ turnover, arrangement of all health and professional insurances• marketing – actively promote the interests of chambers with existing and potential professional clients through a range of marketing exercises; arranging business and social functions; development of new areas of practice within chambers as a whole; production of tenders for contract work; development of website and brochure. Assist in the development and review of the overall strategic plan.• organisation and management – responsible for the management and supervision of support staff; to organise and manage all administrative aspects of chambers• facilities management – including Health & Safety, organisation of all services and contracts; supervision of building services, maintenance and refurbishment; security and insurance, library management• human resources – recruitment of all support staff, which includes staff development, training and staff appraisals; assist in recruitment of pupil barristers• quality – trained auditor for ISO9002 and Barmark/Quality Mark – involved in all aspects of quality and the production of procedures and policies• committees – secretary to all committees within chambers; production of agendas and associated documentation and follow up action points• IT – maintenance and development of all aspects associated with the chambers’ IT system; development of systems/procedures for the analysis of information using IT packages, liaison with IT provider• Project management Show more Show less