Experience

• 

  Penberthy Insurance & Mortgage Brokers

  • Auckland, New Zealand

  • Commercial Adviser (Fire & General)

    • Jul 2023 - Present
    • Auckland, New Zealand

• 

  Partridge Advisory

  • Auckland, New Zealand

  • Broker

    • Jul 2022 - Jul 2023
    • Auckland, New Zealand

    - Work with clients, insurers, and other key service providers- Insurance broking activities (working and advising clients and working with insurers)- Broking of new clients- Support the team with client work- Develop, document, refine, and improve systems and processes

• 

  ASB Bank

  • Auckland, New Zealand

  • Relationship Associate

    • Aug 2020 - Jul 2022
    • Auckland, New Zealand

    To support the Financial Institutions (FI) Relationship team by completing a variety of administrative and support functions and assist in maintaining Financial Institutions relationships with ASB’s global Financial Institutions - Banks clients in order to achieve the overall objectives of the division.

• 

  BT

  • Australia
  • Financial Services
  • 700 & Above Employee

  • Ongoing Advice Analyst

    • Apr 2019 - Mar 2020

    ROLE RESPONSIBILITIES:• Review financial planning advice files and associated documentation, across a number of distribution channels and geographic locations in respect to regulatory obligations and licensee policies. • Assess advice and service quality whilst maintaining a strong best interest duty and reasonable basis focus. • Documenting the assessment outcome and compensation parameters.• Provide expedient high-quality assessment and feedback of financial planning files to the various businesses.• Maintain and work within compliance, ethical and privacy standards.KEY ACHIEVEMENTS:• Provided insights and analysis in order to create multiple reports for the business to action in a timely and professional manner.• Challenged and reorganised existing procedures and methodologies that were overlooked during the initial tests of the remediation program by providing updated examples to include within the standard operating procedure.

  • Adviser Associate

    • Sep 2016 - Apr 2019

    ROLE RESPONSIBILITIES:• Track customer activity e.g. documentation, sale progress, appointments and interviews to ensure client privacy and security is maintained. • Provide logistics support to a group of advisers.• Thorough knowledge of financial advice processes and product knowledge to provide training and support.KEY ACHIEVEMENTS:• Brainstormed, developed and implemented new processes to simplify administrative tasks and reduce duplication to enable advisers to spend quality time with customers. • Established strong and effective working relationships with advisers and fellow associates to work within service guidelines and processes to ensure consistency of service for all advisers.

  • Customer Relations Consultant

    • Sep 2014 - Sep 2016

• 

  White Prince

  • Production Assistant

    • May 2012 - Sep 2014