Experience

Berkshire IFA Limited

• United Kingdom
• Financial Services
• 1 - 100 Employee

• IFA support

  • Sep 2021 - Present



Thames Water

• United Kingdom
• Utilities
• 700 & Above Employee

• Quality Monitor

  • Jan 2021 - Jul 2021



Huntswood

• United Kingdom
• Financial Services
• 700 & Above Employee

• Quality Checker - PPI Complaints

  • Mar 2011 - Jan 2021

  Quality checking PPI complaint data-gathering casework in preparation for the investigations stage. Working with flexibility and commitment to adapt to the changing requirements of the project whilst maintaining quality standards in line with challenging production targets. Quality checking PPI complaint data-gathering casework in preparation for the investigations stage. Working with flexibility and commitment to adapt to the changing requirements of the project whilst maintaining quality standards in line with challenging production targets.



Momenta Group Global

• United Kingdom
• Staffing and Recruiting
• 300 - 400 Employee

• Pension Switching Review Case Handler

  • Mar 2011 - Dec 2014

  Carried out data gathering and suitability reviews of pension transfers for Personal Pensions, Group Personal Pensions, Money Purchase Plans and Stakeholder Pensions.

• Quality Checker -Investment Switching Review

  • Apr 2012 - Oct 2012

  Carried out quality checking of investment switching review casework assessing the suitability of the advice given to customers through analysis of sales documentation and customer records. · Ensured a fair outcome for the customer by assessing the investment switch advice in relation to age, attitude to risk, wealth, asset allocation and concentration.



Prudential UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Assistant Client Relationship Manager

  • Jan 2008 - Dec 2010

  Assistant to Client Relationship Manager responsible for a portfolio of circa 20 defined benefit pension schemes in wind-up, with a combined value of up to £150 million and membership of up to 5,000. Provided operational management throughout the wind up process.

• Stakeholder Pensions Senior Customer Services Associate

  • Jan 2000 - Dec 2007

  Worked with project management team implementing the new stakeholder pension product and stakeholder friendly Money Purchase Pension Plan processes on to the customer services e-commerce platform. As a senior member of the team responsible for both call handler quality and checking of customer administration casework. Responsible for initial training and ongoing feedback by way of regular monthly 'one to ones'.

• Pension Annuities and Bereavements Customer Services Associate

  • Jun 1997 - Dec 2000

  Call handler for annuity quotations producing over the phone annuity quotations for advisors and individual customers.Front office call handler for annuities bereavements servicing team acting as continuing point of contact in relation to deceased account holders.



Engllish Club

• İzmir, Turkey

• English Second Language Teacher

  • Sep 1995 - Oct 1996

  Teaching English as second language in a private language school. Teaching English as second language in a private language school.