Experience

Pension Works

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Dec 2021 - Present



Tweak Life®

• Health, Wellness & Fitness

• Founder

  • Sep 2021 - Present

  FREE WELLBEING HUB: Supporting YOU with financial & general wellbeing 💚 We work with partners that share the same values as we do, people and the planet first. Giving employers and employees the tools to thrive, in life and in business. Mental health support, addressing life’s struggles - debt, family, bereavement, domestic abuse, illness, relationships and more. Money management, from budgeting, to handling debt, savings, mortgages and retirement, to protecting your family and your income. Supporting businesses to grow and not get left behind. Business outsourcing - Marketing, Accountants, HR, financial protection, employee benefits and more. Visit our website to sign up for FREE, any questions email info@tweaklife.co.uk #here2help Show less



Pensionlite

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • May 2018 - Nov 2021

• New Business Support

  • Aug 2016 - May 2018



Telford & Wrekin Council

• United Kingdom
• Government Administration
• 700 & Above Employee

• Auditor

  • Mar 2015 - Aug 2016

  o Audits of Service Areas and fundamental system audits with limited supervision in accordance with an audit plan. o Meet with Service Delivery Managers to research service areas in order to write the scope for the audit. o Plan testing to be carried out and objectives of the audit. o Collate audit findings and make recommendations to be implemented. o Write reports and present findings to service areas, Managers and Directors. o Schedule announced and unannounced site audits. o Undertake work to support the Councils Anti-Fraud and Corruption Policy. o Assist with special investigations as directed by the Information Governance Team Leader or Audit Manager. o Contract audit work as and when required. o Provide audit expertise for imprest accounts, final accounts audits, private school fund and comforts fund audits. Show less



Torquil Clark

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Finance Assistant

  • May 2010 - Mar 2015

  Finance Administratoro Aged debt focus project. o Completing tasks on Sage as and when requested, Payments, Receipts and Reconciliations.o Journalso Prepare for audits.o Analyse and reconcile commission statements against 1st/Adviser office.o Run reports using 1st/Adviser office and analyse data.o Create and maintain Excel records.o Arrange rebate payments.o Chase providers for outstanding commissions.o Bank cheques within service level agreements.o Reconcile fees and produce invoices.o Ad hoc projects at the request of directors or senior managers.o Assist in the development of commission procedures and train new employees when required.o Report to managers and Directors.o Investigate monthly investment income.o Create expectations and templates for fees due.o Create procedure manuals for new starters and a central library of reference material. o Access documents using virtual cabinet. Show less

• Compliance Assistant

  • Jun 2014 - Nov 2014

  o Submit Conduct Risk MI to the Operational Board.o Attend Senior Manager Meetings and produce reports as and when required.o Telephone audits for Investment team, Advisers and TQ Protect. o Liaise with line Managers regarding call outcomes and identify areas of training. o Adviser file checks. o Grade files and communicate with advisers, ensure any remedial work is carried out.o Investigate and respond to complaints.o Manage FCA reviews as directed such as Active Managed Portfolio review.o Review and approve financial promotions. o Ensuring aspects of T&C scheme reviewed. Show less

• Sales Adviser/Protection Specialist

  • Feb 2005 - May 2010

  o Successful sales adviser. Targets met.o Authorised to give advice on Protection needs: Life, Critical Illness, Buildings and Contents, Mortgage and Income Protection.o Trust documents.o Research and maintain knowledge for compliance competency assessments.o Identify customer needs, objective handling, fact find and advice appropriately.o Working to targets and maintaining conversion levels.o Liaise with medical underwriters and place business appropriately.o Empathy regarding client medical disclosure.o Processing new business accurately.o Ad hoc project work relating to special risk clients, medical, hazardous pursuits and Occupations. Show less



Life Polcies Direct (Aquired by Torquil Clark)

• Telford

• Sales Support Administrator

  • Oct 2003 - Feb 2005

  o Provide administrative support to the sales advisors and directors. o Process applications using online system. o Tracking the progress of applications, and seeing through to completion. o Replacement team leader o Provide administrative support to the sales advisors and directors. o Process applications using online system. o Tracking the progress of applications, and seeing through to completion. o Replacement team leader



WINDSOR LIFE ASSURANCE COMPANY LIMITED

• Software Development

• Customer Service Administrator

  • Oct 2000 - Sep 2003

  o Completing Transfers, Maturities and surrenders. o Money laundering checks and adhere to Data protection. o Complaint handling at initial stage and liaising with compliance team. o Research client files held on micro-fiche film o Project involvement. Clearing suspense accounts. o Use of Alpha system. o Completing Transfers, Maturities and surrenders. o Money laundering checks and adhere to Data protection. o Complaint handling at initial stage and liaising with compliance team. o Research client files held on micro-fiche film o Project involvement. Clearing suspense accounts. o Use of Alpha system.