Experience

Taylor Made Financial Planning

• United Kingdom
• Financial Services
• 1 - 100 Employee

• HR and Operations Manager

  • Jun 2018 - Present

  Responsible for playing a key role in defining and implementing the strategic direction, operational running and the staff wellbeing of a fast paced and forward thinking IFA firm based across two sites in Hampshire and Surrey Responsible for playing a key role in defining and implementing the strategic direction, operational running and the staff wellbeing of a fast paced and forward thinking IFA firm based across two sites in Hampshire and Surrey



Kings Court Trust Ltd

• Operations Manager

  • Jan 2013 - Jun 2018

  • Played a key role in creating a well-defined and clearly-understood strategic vision• Led a departmental restructure that allowed us to increase our caseload from 500 to 1200 with no significant increase in staffing or other resource costs• Led by example, helping develop the skills and confidence of others• Ensured an effective training and competency framework was in place• Helped to strengthen the company to deal with change and seize new opportunities Responsibilities included:• Shaping operational plans that support the company’s key aims and strategies• Communicating plans to all staff and ensuring effective implementation by reviewing impact and making updates as necessary• Monitoring financial data to ensure business targets are being met• Playing a key role in guiding customers through the complexities of estate administration• Ensuring efficient deployment of staff and appropriate levels of business support• Using coaching and performance-management strategies to identify, nurture and utilise talent



Kings Court Trust Corporation

• Case Manager Team Leader

  • Feb 2011 - Jan 2013

  KEY ACHIEVEMENTS• Created and implemented process changes that improved the efficiency of the department• Provided the company’s Directors with key information about staff management, performance forecasts and process improvementsRESPONSIBILITIES• Leading a team of six Case Managers, fully responsible for their performance KEY ACHIEVEMENTS• Created and implemented process changes that improved the efficiency of the department• Provided the company’s Directors with key information about staff management, performance forecasts and process improvementsRESPONSIBILITIES• Leading a team of six Case Managers, fully responsible for their performance



Kings Court Trust Ltd

• Probate Consultant

  • Jan 2010 - Feb 2011

  • Converted over 85% of client meetings into businessResponsibilities included:• Meeting customers face-to-face to discuss all aspects of probate, estate management and willsPromoting the company’s services in a sensitive, empathetic and professional way

• Probate Support Team Leader

  • Feb 2008 - Jan 2010

  • Allocating responsibilities and developing team members to meet key performance targets• Providing accurate technical advice about probate to a diverse range of clients• Dealing with a variety of potential customers in order to arrange consultant meetings• Collating and analysing data to help understand performance and respond to business trends



Yell

• Telesales Consultant

  • Aug 2006 - Jan 2008



ACCO Brands

• Key Account Manager

  • Aug 2005 - Aug 2006



Lawcomm Solicitors

• Re-mortgage and Right to Buy Team Leader

  • Mar 2003 - Aug 2005



Welcome Financial Services Ltd

• Customer Account Manager

  • Mar 2002 - Mar 2003



First National Bank

• Team Manager, Secured Litigation

  • Jan 2000 - Mar 2002