Experience

Craven Street Wealth

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Central Operations Manager

  • Nov 2018 - Present

  To maintain in-house as well as external portfolio platform databases. Investment Committee secretary, attending quarterly meetings. Maintaining fund portfolios via a platform and carrying out due diligence where required. Training new staff and provide on-going training when required. Producing monthly management KPI reports. Keep company policies and procedures updated Monthly salary reconciliation HR admin. Company Secretary To maintain in-house as well as external portfolio platform databases. Investment Committee secretary, attending quarterly meetings. Maintaining fund portfolios via a platform and carrying out due diligence where required. Training new staff and provide on-going training when required. Producing monthly management KPI reports. Keep company policies and procedures updated Monthly salary reconciliation HR admin. Company Secretary



KRESTON REEVES FINANCIAL PLANNING LIMITED

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Adviser Support

  • Jan 2015 - Oct 2018

  Processing of daily fund sales/purchases. To maintain in-house as well as external portfolio platform databases. Creating client reports when required by the advisers for client meetings. Completing client review reports & fund anaylsis reports. Ensuring review packs & meeting paperwork available ahead of advisor/client meetings. Liaising with clients and pension providers. Keeping cash balances report up to date monthly. Secretary for the Investment Committee, attending quarterly meetings, maintaining funds via a platform and carrying out due diligence where required Show less



Kreston Reeves

• United Kingdom
• Accounting
• 300 - 400 Employee

• Credit Control Supervisor (maternity cover 1 year)

  • Feb 2014 - Jan 2015

  • Monitoring and collection of current and bad debts for 4 offices • Liaising with Partners and managers regarding debt status of their clients and any action required • Monthly meetings with Office Leaders to discuss debtors for that respective office • Contacting clients when required chasing payment and/or arranging payment plans • Daily cash receipt posting • Processing debit/credit card payments when required • Monthly debt reporting (age, payment arrangement etc) • Review and adjust credit limits within set criteria and company policy • Liaising with solicitors and other debt collection agencies when necessary • Running monthly time recording updates • Implementing a weekly fee export update from one system to another Show less



Polypipe

• United Kingdom
• Plastics Manufacturing
• 400 - 500 Employee

• Credit Control Supervisor

  • Jan 2011 - Jan 2014

  • Supervising a small team ensuring the monthly deadlines for cash collection are met• Holding monthly 1-2-1’s and team meetings• Managing credit insurance for export customers, applying for/updating and supplying monthly sales figures for billing• All aspects of credit control for key accounts and high volume accounts• Reconciling and allocating payments• Ensuring customer queries/disputes are resolved efficiently and to company policy, raising credits when necessary• Managing customer pricing agreements, updating/amending • Setting and monitoring credit limits• Liaising with the internal sales force regarding outstanding debts and customers on credit block• Performing credit & trade checks for new account applications• Liaising with solicitors and providing the necessary paperwork for legal action against bad debt Show less

• Credit Controller

  • Aug 2007 - Dec 2010

  • Solely responsible of all aspects of credit control for 2 branches within the Polypipe Group. • Credit checks for new customers covering the UK and world• Monitoring credit limits• Cash allocation and reconciliation for both branches• Liaising with the sales representatives regarding outstanding debts and customers on credit block• Producing monthly age debt reports for Finance Director• Providing FD with cash flow spreadsheet weekly for expected income



Bank of Scotland

• United Kingdom
• Banking
• 700 & Above Employee

• Collections Officer

  • May 2002 - Jul 2007

  • Collecting overdue payments via telephone due to failed or cancelled direct debit • Obtaining payments via credit/debit card • Contacting invoice paying/blue chips customers regarding overdue payments including special accounts of higher risk. • Raising the necessary paperwork for internal and external debt collection agents to be instructed • Follow up all traces and debt agent instructions if no report has been received • Updating the system when reports are received back, passing the work if necessary to a collector for them to follow up • Responsible for staff records within the department, including sickness records. Forwarding the information to HR where/when necessary • Issuing Statutory/Corporate Demands for service, to non paying customers where all contact failed • Terminating accounts due to non payment and/or negative trace received back • Providing reports requested by management • Managing letter runs using mail merge Show less



Various

• Kent

• Jobs

  • 1990 - 2002

  ADT Fire & Security - Credit Controller - May 2001 to May 2002 Network Property Services - Claims Auditor - February 2000 to May 2001 Network Property Services - Claims Handler - March 1999 to February 2000 Temporary positions -1990 to 1999 ADT Fire & Security - Credit Controller - May 2001 to May 2002 Network Property Services - Claims Auditor - February 2000 to May 2001 Network Property Services - Claims Handler - March 1999 to February 2000 Temporary positions -1990 to 1999