Key Account Manager

• Aug 2022 - Present

Group Protection Business Development Manager

• Apr 2021 - Aug 2022

Key Account Manager

• Sep 2019 - Apr 2021

Key Accounts Team disbanded with accounts being handed over to franchise sales teams.

Operations Consultant

• Nov 2017 - Sep 2019

Shift away from project Invest to Vitality's in-house distribution team

Investment Co-ordinator

• Apr 2007 - 2017

Check all compliance paperwork is presentConfirm client risk profile is determinedDiscuss client objectives with IFAIdentify and obtain the information necessary to compile financial cash-flow forecast/fact findCompile draft net worth statement; income and expenditure statements and financial cash flow forecast and discuss with IFAIdentify specific areas for planning:Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needsPrepare information/comparisons for analysis by plannerLiaise with client’s tax advisers if requiredConsider current and future allocation of assets for investment strategy with regard to client's risk profilePrepare a thorough draft recommendation reports to be signed off by IFA Prepare suitability letters in accordance with the agreed recommendationsComplete application / proposals formsEnsure all compliance paperwork is in orderMake changes to clients’ investments as instructed Implement the chosen investment strategiesReview process, post implementation Act as main point of contact and deal effectively with queries from clients and other parties through effective communicationEstablish and build strong relationships with clients and attend client meetings (when invited) with IFA if requiredOrganise future planning meetings with client unless IFA keeps track of own diary. Review investment portfolio, asset allocation, risk profile etcSend planning figures to client for update and revision in preparation for next meeting Further roles include: Development of the company’s Investment ProcessTraining and competence of new/existing staff Maintaining company IT and liaising with back office support when neededMaintaining company telephone system and being the voice of Hearnden Associates

Hospitality/Manager

• Aug 2005 - Apr 2007

Overseeing agency staff to allow smooth running of a designated area of the racecourse. Overseeing agency staff to allow smooth running of a designated area of the racecourse.