Senior Analyst for Automated Advice

• Jul 2022 - Present

Digital Strategy Lead - Financial Advice

• Apr 2021 - Jul 2022

Lead analyst and implementation specialist for the Digital Strategy for Financial Advice at Skipton. Main responsibilities include R&D, gap analysis and pre-change demand in order to plan the delivery of digital assets to compliment the Financial Advice process. Particular expertise in end to end financial advice strategy and focus on driving efficiency and ultimate customer experience. Response to current need for digital remote advice customer experience, a more digital savvy financial adviser journey alongside assisting with customer acquisition and consideration for financial advice. Working to agile principles and strategic direction for medium to long term goals. Show less

Process Efficiencies and Improvement Lead

• Jul 2020 - May 2021

To research, develop and facilitate strategic change throughout Financial Advice. Responsible for defining the feasibility of business cases and ensuring that they are aligned to the Society’s strategic goals, Corporate Plan and regulatory requirements. Managing strategic change through Research and Development (R&D), by proposing, challenging and maintaining the change prioritisation agenda and ensuring all changes are submitted in accordance with the Change Prioritisation Framework. Responsible for engaging with other areas of the Society and FA to identify problem statements and user stories in order to drive change forward. Show less

Business Analyst - Financial Advice

• Feb 2016 - Jul 2020

• Prince 2 Project Manager Principles - Qualified and operational. • Business Requirements Engineering Qualified. • Agile practice experience and operational. • Advice Efficiency Project including full analysis of existing advice process, Requirements engineering, workshops, Adviser engagement, Customer Forums plus involvement in testing and training • Online Fact Find Analysis and Requirements Engineering• Robo Advice Market Research and Analysis • Global diary analysis, tender and requirements engineering through to launch• Customer Portal analysis and pilot• Customer Forum facilitation and presentation on MiFID 2 • GDPR data flow mapping and review of regulation• RFI/RFP Lead for CRM system including R&D analysis of leading global competitors • Lead Business Analyst for the design and delivery of the Financial Advice Proposition Strategy within 12 month period• Budget controller of Project spend• Digital persona development for online acquisition journey and tools• Process Re-engineer Lead for moving existing processes from iO to Focus Solutions• Successful Implementation of Focus Now:Advise financial advice back off system• Full end to end process design of financial advice process - simplified advice, replacement business, pension consolidation and pension decumulation• Customer Journey mapping off all advice journeys and channels - branch, online, self generated• Remote Advice process design and customer journey mapping through video technology• Digital Financial Advice Tool analysis and design for use during advice process• Integration analysis and process design for third party systems to link to CRM system• Suitability Report content and design Show less

Proposition Development Manager

• Feb 2011 - Mar 2016

• Designing the MII (ongoing service proposition) processes with the Platform providers in order to deliver the MII Promises.• Facilitate all client forums to gain feedback on the current proposition and advice process and proposed enhancements for validation prior to development.• Tendering and Commissioning external research to support the development and validation of SFS’s proposition or other initiatives.• Management of the relationships with the Proposition Development teams at Cofunds and FundsNetwork in order to analyse and implement new developments that could be used to enhance SFS’s proposition. • Development and implementation of Staff Development Programme – including financial exams• Financial Services External Brand campaign• Development of Client Engagement Strategy• Systematic Review of Suitability Report in line with regulatory rules following Assessing Suitability FCA paper• Design of Online Suitability Report with ATEB Solutions.• Consultancy and Project Manager with TCC• Strategic development of Adviser Support (paraplanning) concept• Initial Best 100 Companies to Work For Application and Placement (placed for 5 consecutive years) • Employee of the Year (2012)• Ongoing Service Contact Strategy• MII Pensions Ongoing Service design• Development of MII service on FundsNetwork Platform (Project Manager)• Execution Only Charging Structure strategy• Non Core MII Proposition development and delivery• Client literature and Adviser Tools design• Portfolio Diversification Strategy• Pension Interim Rules (ISAs v Pensions)• Commissioning and design of Client Charging Research with NMG Consulting • Commissioning PwC Consultation on Focused Advice• Focused Advice – Design of System Requirements, Online Application and Suitability Report plus Project Manager Show less

Commercial Manager

• Nov 2009 - Feb 2011

•Tendering for new affinities plus partners to fulfil service from third parties.• Inheritance Tax and Investment Affinity Acquisition and Development• New Business Model Development and Implementation• Ongoing management of affinity partners including Telegraph, This is Money, MoneyFacts, National Head Teachers Association,• Fund Supermarket Development and Management – Telegraph Invest Direct, This is Money,• E-commerce Development – I-Frames, Banner Ads• SFS Website Design and Management• SEO Management and Google Analytics Analysis• SFS / Skipton Direct initiatives/Relationship Manager• Project Manager of new affinity and relationship Onboarding• Establishment of Commercial Contracts and Agreements• Due Diligence• Budget Controller• Risk Committee Member• Project Board Member Highlights• Prince 2 qualified in Project Management - both Practitioner and Foundation • Rebrand of SFS Website• £10m AUM across FundSupermarkets in one year• Telegraph Retirement Service – Annuity Partner Tender, Service Design, Contract Launch and Embedding• Pension Switching Strategy Show less

Marketing Manager

• Jun 2007 - Nov 2009

Management of Marketing Team (six staff)• SBS/SFS Campaign Management• Liaise and implement Financial Services Marketing campaign through multiple affinity partners.• Leadership of campaign Design Agency Briefing surrounding marketing various risk products• Campaign Analysis• Existing Customer Contact Strategy Development to engage and deliver stable ongoing servicing income and future investments• Budget Controller• Design of Financial Services specific Marketing Literature• Copywriter of financial services material• Direct Mail• Print Management• Mailing House Management Show less

Marketing Controller (Mortgages and Savings)

• May 2004 - Jun 2007

Product design (submission to PAG)• Product implementation (approved by PAG)• Campaign Analysis• Customer Contact Strategy Development and Implementation• Control of Marketing Literature• Fixed Rate Bond Maturity Contact Strategy and Direct Mail• Interest Rate Changes (BoE driven and SBS changes)• Affinity Marketing• Direct Mail• Copywriter• Budget Controller• Design Agency Briefing and Relationship Management (including tendering)• Print Management• Mailing House Management• Management of two consultants• Brand Guidelines Highlights:• SBS Rebrand – including TV advertising and re-write of all literature• Concept, Design and Launch of Leap Account (children's account) including full implementation nationwide• Design of concept and launch of Child Trust Fund and Marketing Campaign Show less

Corporate Communications Manager

• Nov 1999 - May 2004

• Internal Communications• Community Sponsorship• Budget Control• PR / Media Relations• Conference Co-ordination• Annual Reports and Accounts• Corporate Events Highlights:• Design and Development of Formal Community Sponsorship