Experience

ANDERSON WEALTH PLANNING LTD.

• United Kingdom
• Hospitality
• 1 - 100 Employee

• Operations Manager

  • Sep 2021 - Jun 2023

  Norwich, England, United Kingdom



Loveday & Partners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • May 2018 - Sep 2021

  Norwich, United Kingdom Industry professional providing management experience to support clear cohesion within an IFA firm, providing bespoke whole of market independent advice. Responsibilities include seeking ways to adopt processes, to improve service levels & increases efficiencies. To identify areas for improvement across operations & research solutions for presentation to the directors. To manage administration staff on a daily basis, to support their development & simplify their work processes to… Show more Industry professional providing management experience to support clear cohesion within an IFA firm, providing bespoke whole of market independent advice. Responsibilities include seeking ways to adopt processes, to improve service levels & increases efficiencies. To identify areas for improvement across operations & research solutions for presentation to the directors. To manage administration staff on a daily basis, to support their development & simplify their work processes to provide continuous improvement. To provide HR functionality along with the support of an external consultant. Having overall responsibility for all compliance aspects of a busy IFA practise including supporting the development & training of newly qualified planners. Show less



East Norfolk Sixth Form College

• United Kingdom
• Education Administration Programs
• 1 - 100 Employee

• Student Services Manager

  • Aug 2014 - Feb 2018

  Norfolk Responsible for supporting EN to develop its services to students. To line manage a team of 14 providing support in the areas of careers advice, safeguarding, health and wellbeing, educational visits, bursary, UCAS and reception. Areas include being responsible for the provision of high quality careers information including developing the tutorial programme for progression to HE and on to apprenticeships and/or employment. To take a lead role in Safeguarding and have overall… Show more Responsible for supporting EN to develop its services to students. To line manage a team of 14 providing support in the areas of careers advice, safeguarding, health and wellbeing, educational visits, bursary, UCAS and reception. Areas include being responsible for the provision of high quality careers information including developing the tutorial programme for progression to HE and on to apprenticeships and/or employment. To take a lead role in Safeguarding and have overall responsibility for the UCAS process inc providing training for staff and ensuring timescales are met to support students realise their full potential. To support SMT to continually improve retention and attendance in conjunction with academic staff, including dealing with student concerns and liaising with students and parents.

• Senior Management Team

  • Aug 2014 - Aug 2016

  East Norfolk Sixth Form College Working closely with the Senior Management Team at EN, providing business support in a variety of strategic areas. Organising, managing and co-ordinating a range of whole College events specifically related to the work of the Principal such as New Student Information Evenings, Certificate Evening, VIP visits and staffing events. Synthesising and coordinating key communications inside and outside of the College and carried out public relations activities with key stakeholders… Show more Working closely with the Senior Management Team at EN, providing business support in a variety of strategic areas. Organising, managing and co-ordinating a range of whole College events specifically related to the work of the Principal such as New Student Information Evenings, Certificate Evening, VIP visits and staffing events. Synthesising and coordinating key communications inside and outside of the College and carried out public relations activities with key stakeholders through electronic communication and social media. Line managing College Services including Educational Visits. An ambassador for customer service, promoting the highest standards of professionalism in all aspects of role including respecting and promoting diversity and setting standards for fair, consistent and transparent practice across the College.



.

• United States
• Restaurants
• 1 - 100 Employee

• School Business Manager

  • Jul 2012 - Aug 2014

  Lynn Grove Cluster Cluster school business manager for 6 primary schools based in Norfolk. Primarily looking at procurement needs and reducing the cost base by promoting collaboration between the schools. Main duties included: Managing the procurement of external contracts Researching best value Preparing draft specifications and monitoring performance to ensure effective service delivery Achieving economies of scale for the cluster the strategic and operational management of external… Show more Cluster school business manager for 6 primary schools based in Norfolk. Primarily looking at procurement needs and reducing the cost base by promoting collaboration between the schools. Main duties included: Managing the procurement of external contracts Researching best value Preparing draft specifications and monitoring performance to ensure effective service delivery Achieving economies of scale for the cluster the strategic and operational management of external contracts Providing strategic planning for the management of the estates by researching different projects and presenting these for consideration. Working with the heads to devise and implement support systems and services which directly contribute to effective teaching and learning. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Financial Planning Manager

  • Mar 1995 - May 2012

  Providing strategic financial advice to high net worth clients in the areas of investments, protection and retirement planning. Also worked within the commercial arena providing advice to Ltd co`s and Directors, partnerships and sole traders