Experience

Whitehall Group (UK) Limited

• United Kingdom
• Financial Services
• 1 - 100 Employee

• SSAS - Technical Executive

  • Jun 2019 - Present



AJ Bell

• United Kingdom
• Financial Services
• 700 & Above Employee

• Property Administrator

  • Jul 2018 - Jun 2019

  Specialised in commercial property transactions. Looked after my own portfolio of clients, and guiding them through what can be a complex process requires strong communication skills. Attention to detail is needed as all property investments have their own individual quirks.Day-to-day tasks involved VAT Returns, reviewing legal documents, liaising with other departments, and external solicitors, surveyors, and contractors. Specialised in commercial property transactions. Looked after my own portfolio of clients, and guiding them through what can be a complex process requires strong communication skills. Attention to detail is needed as all property investments have their own individual quirks.Day-to-day tasks involved VAT Returns, reviewing legal documents, liaising with other departments, and external solicitors, surveyors, and contractors.



Liberty SIPP Limited

• Senior Pension Administrator

  • Aug 2013 - Jul 2018

  Lead the development of a new group workplace pension product, which involved researching the relevant regulations, planning admin processes, providing progress reports to the directors. Also writing the content of product literature and liaising with an external company on the design.Day-to-day tasks involved processing contributions, investments, and benefits calculation and payments. Performing bank reconciliations, making sure all records are up to date and all transactions accounted for. Being clients' first point of contact, helping with queries.



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Administrator

  • Mar 2013 - Aug 2013

  Temporary contract work. Worked in Savings Operations and Card Fraud. Involved meeting strict quantitative targets for output and accuracy. Temporary contract work. Worked in Savings Operations and Card Fraud. Involved meeting strict quantitative targets for output and accuracy.