Louise Matthews DipPFS
Paraplanner at Gale and Phillipson- Claim this Profile
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Topline Score
Bio
Credentials
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CII Level 4 Diploma in Regulated Financial Planning
Chartered Insurance InstituteNov, 2022- Nov, 2024 -
Cii level 3 Certificate in Financial Services
Chartered Insurance InstituteJan, 2019- Nov, 2024
Experience
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Gale and Phillipson
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United Kingdom
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Financial Services
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1 - 100 Employee
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Paraplanner
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Jul 2021 - Present
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Finance Administrator
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Jan 2018 - Jul 2021
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Railpen
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United Kingdom
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Financial Services
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1 - 100 Employee
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Pensions Administrator
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Nov 2016 - Jan 2018
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Business Administrator
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Apr 2013 - May 2016
• Process cases from the Department of Works and Pensions • Transcribe confidential data from the DWP computer system to Atos’ computer system, ensuring 100% accuracy at all times • Liaise with DWP to ensure service level agreements are met and standard operating procedures are adhered to • Liaise with internal and external departments to resolve customer queries • Provide support for colleagues regarding the computer systems and any queries that arise from the data provided by DWP • Process cases from the Department of Works and Pensions • Transcribe confidential data from the DWP computer system to Atos’ computer system, ensuring 100% accuracy at all times • Liaise with DWP to ensure service level agreements are met and standard operating procedures are adhered to • Liaise with internal and external departments to resolve customer queries • Provide support for colleagues regarding the computer systems and any queries that arise from the data provided by DWP
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Finance administrator
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Oct 2010 - Apr 2013
• Facilities management and administration of all courts around the British Isles. • Raise and process purchase orders for all courts • Authorise payments of invoices; sometimes in excess of £500000.00 • Liaise with each individual internal department to ensure that standard operating procedures are followed, thus allowing movement of staff from one department to another as and when needed. • Responsible for updating computerised journals using the oracle system, sometimes on a daily basis ensuring they are completed by month end as it is imperative that the information entered to produce the consolidated invoice is correct as charges have to be allocated to the correct budgets. Show less
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customer advisor
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Mar 2008 - Oct 2010
• Dealing with customers benefit enquiries over the telephone, via email and face to face. • Advising customers on the different ‘help’ that is available to them whilst claiming state benefits. • Data inputting onto customers claims. • Working to strict deadlines and making sure customers received their benefit on time and via the correct means, i.e. bank account/postal giro cheques. • Liaising with internal and external departments to resolve customer queries. • Customer Service champion. • Training and mentoring new colleagues. • Processing numerous types of customer mail received; affecting their claim in various ways. • Adhering to the data protection act when taking queries from possible customers, making sure they are who they say they are. • Dealing with bogus calls and fraudulent claims. • Processing from end to end a benefit claim, making sure the correct amount of payment or/and arrears have been calculated, often responsible for issuing very large amounts of money. Show less
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Education
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The Open University
Business Management, Business Administration and Management, General -
Hustler Secondary School, Middlesbrough