Experience

Dynamic Planner

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Senior Account Manager

  • Oct 2022 - Present



Aegon

• Financial Services
• 700 & Above Employee

• Regional Platform Consultant

  • Jan 2017 - Oct 2022

  As a platform consultant for the UK’s largest retail platform, covering the South West Region, I have predominately been supporting clients through the Cofunds - Aegon migration to ensure they have the necessary consultative expertise and systems-based tools available to them in order for them to be able to deliver their client propositions to their chosen customers. Assessing and evaluating client specific needs of their businesses and align their requirements with the correct tools and resources, delivering them the optimal solution. My core responsibilites include providing training and coaching to internal and external stakeholders, building and maintaining strong internal and client relationships, project participation and management within a commercial framework and developing of best practice within my team and improving efficiency where possible.



Cofunds

• Financial Services
• 1 - 100 Employee

• Regional Platform Consultant

  • Jul 2016 - Dec 2017

  As a platform consultant for the UK’s largest retail platform, covering the South West Region, I support clients to ensure they have the necessary consultative expertise and systems-based tools available to them in order for them to be able to deliver their client propositions to their chosen customers. Assessing and evaluating client specific needs of their businesses and align their requirements with the correct tools and resources, delivering them the optimal solution. My core responsibilites include providing training and coaching to internal and external stakeholders, building and maintaining strong internal and client relationships, project participation and management within a commercial framework and developing of best practice within my team and improving efficiency where possible.



Iress

• Australia
• Software Development
• 700 & Above Employee

• Implementation Consultant

  • Mar 2016 - Jul 2016

  IRESS has a strong client service ethos and prides itself on being client driven, responsive company, able to actively assist clients by providing financial service solutions. My role focuses on providing direction and guidance to clients on best use of Iress products and services to ensure that they obtain enhanced value. Focusing on the XPLAN product which is a comprehensive range of investment wealth management software tools tailored to the UK marketplace. As an IC I am accountable for the client solution alongside managing internal stakeholders to ensure the solution is delivered to agreed timescales, scope and quality standards. Defining and agreeing the client solution by gaining a thorough knowledge of the clients business, their requirements and expectations of the engagement.

• Account Executive

  • May 2015 - Mar 2016

  To build strong relationships with key influencers of corporate accounts, ensuring Private Wealth clients see IRESS as a strategic partner essential to the growth of their business. Develop a clear understanding of the client's/prospects business through appropriate research and building of high quality long term relationships. Manage each account to ensure both parties deliver on their contractual commitments. To manage the adoption of private wealth products to our client's users enabling achievement of forecast targets.



AXA Wealth

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Platform Relationship Manager

  • Jan 2014 - Apr 2015

  Covering Devon and Cornwall delivering Elevate implementation support to target adviser firms, during the initial adoption phase, accelerating usage and driving funds under management.Act as the Relationship Manager for target accounts where the platform has been embedded, retaining assets under management and driving growth in line with commercial objectives.

• Platform Consultant

  • Oct 2010 - Dec 2013

  Covering the South West and Northern Ireland, working with business owners and their advisers/paraplanners and administrators. Completion of an ‘on-boarding’, diagnosis of the firm to identify all barriers, risks, assumptions, issues, dependencies and opportunities to ensure successful implementation and embedding of a Wrap Platform into their business. Coaching a business to discover any internal issues and identify gaps which constrain the delivery of their proposition to their clients.

• Customer Service Manager

  • Apr 2010 - Oct 2010

  Managing a team of 10 Customer Experience Representatives, supporting their own individual development through 1-2-1’s and coaching. Working within a Contact Centre and ensuring that customer service is delivered to Advisers/Paraplanners/Business Development Managers satisfaction. Building relationships with these business areas and ensuring that we provide adequate support and treat all customers fairly.

• Customer Service Trainer

  • Aug 2008 - Apr 2010

  To create training material appropriate to various audiences within the business and deliver induction training covering products and proposition to all new employees joining AXA DS. This was through an 11 week comprehensive training schedule; this training in some shape or form touched everyone who came through the AXA DS business.Support delegates through the journey, identifying any development areas and coaching them to standards required to ‘go live’ on department.Supporting staff in handling calls and processing work, dealing with technical queries and highlighting any further training needs.