Experience

• 

  Mobius Life Limited

  • City of London, England, United Kingdom

  • Team Leader

    • Nov 2020 - Present
    • City of London, England, United Kingdom

    -Pricing Team Leader and Fund Events Team Leader-Authorising and checking trades-Checking Actuals and Forecast appropriations-Management of Static Data on multiple systems-Management of Corporate Action events-Conduct 1-2-1s, appraisals and Mid Year Reviews-Works with BAs and developers to test system enhancements and write business requirements-Log and resolve incidents and provide feedback to Senior Management-Developing, Training and motivating team members-Responsible for banking queries and managing cash flows-Settlements Manager-Banking Relationship Manager-Management of Distributions and Dividends through to completion

• 

  7IM

  • United Kingdom
  • Financial Services
  • 300 - 400 Employee

  • Senior Platform Service Manager

    • Aug 2019 - Nov 2020

  • Platform Service Manager

    • Oct 2013 - Aug 2019

    • Developing business relationships with HNW wealth manager practices to increase volumes• Successfully hitting targets for onboarding AUA with new firms and existing business• Technical analysis of underlying investments within ISA and offshore wrappers incl ISA repairs• Procedure mapping and implementation so that processes can be followed and errors reduced• Proposals developed for new system enhancements from proposition stage to testing in UAT and full deployment• Continuous system testing in both live and UAT environments prior to live release• RDR Conversion specialist co-ordinator for retail non-7IM conversions• Resolving system issues between Adviser Platform and back office dealing system• Assisting with queries on pensions, ISA and bond products.• Project work including GDPR testing, dealing with non-advised clients and offshore bond monitoring• Offshore Platform specialist

• 

  PruProtect

  • London

  • Operations Specialist

    • Mar 2013 - Aug 2013
    • London

    -Co-ordinating client services teams in South Africa and the UK to deliver a first class life assurance product-Liaising with external brokers to resolve queries on products, the website and general queries regarding Vitality-Developing relationships with National and Key account managers to provide them with the best tools for them to deliver to brokers-Managing the SAGA Over 50 Life Assurance ‘white-label’ product-Researching competitors new product offering and comparing critical illness cover across the market-Testing of new illustration tool and advising on the functionality

• 

  Transact

  • London, United Kingdom

  • Client Services Manager

    • 2007 - 2012
    • London, United Kingdom

    -Liaising with financial advisers and other institutions on an investment platform with over £11bn AUA-Corporate Action Executioner and Asset Control Administrator dealing with rights issues, de-mergers, returns of capital and fixed interest coupon payments on the platform.-Training and mentoring of team members and financial advisers-Project work with legal, technical and compliance departments-Processing of new business applications, transfers of both stock and cash investments on various investment wrappers including bonds, ISAs, unit trusts and pensions-Compensation and complaints analysis using Excel and Word programmes-Market Research Awareness team member for industry and regulatory developments

• 

  Cofunds

  • Chelmsford, Essex

  • Client Services Officer

    • Feb 2005 - Sep 2007
    • Chelmsford, Essex

    -Processing and quality checking share amounts to be allocated to clients’ investments from fund managers within the FAST, AWD and CIRRUS programs-Indexing work to the correct queue types-Liaising with IFAs and fund managers to resolve queries on client investments -Reconciliation of nominee accounts with various fund managers -Present statistical data for management analysis for platform with over £12 billion total under administration-ISA and Unit Trust Transfers of both cash and in-specie investments-Trained Legal & General’s Stock Reconciliation Team and developing new processes to streamline their back office operations