Research Paraplanner Team Leader

• May 2022 - Present

Team Leader

• Feb 2016 - May 2022

Managing a team of 11 administration staff. Responsible for ensuring company benchmarks are met within the team and looking at efficiencies to decrease timescales and backlogs.Completing any recruitment for the team and providing all training.Completion of return to work, monthly or quarterly reviews, implementing action plans or performance improvement plans, logging sickness and Completing return to works.

Administrator

• Mar 2014 - Feb 2016

Answering incoming calls from both clients and providers.Contacting providers for outstanding information either by email/letter or phone.Contacting clients either by email/letter or phone.Completing analysis of the clients current pension entitlement.Completing reports for clients based on adviser recommendation.Gathering information on the clients pensions to enable our advisers to beable to provide advice to them.Accuracy and productivity targets met.