Reward and Benefits Advisor

• Jun 2022 - Present

Self Employed

• Sep 2017 - Jun 2022

Financial Services Administrator

• May 2017 - Aug 2017

Financial Planning Assistant

• May 2016 - Nov 2016

Temporary Contract of 6 months. Administration relating to client’s group policies including; Death in Service, Income Protection, Private Medical Insurance, Dental, Pensions, Travel & Critical Illness. Processing new joiners to group schemes. Administering monthly pension payments for group schemes. Obtaining renewal terms for group risk policies. Drafting suitability reports for Consultant. Setting up of Auto Enrolment Policies, along with ongoing administration. Training colleagues on Insurers Portals and procedures. Show less

Financial Services Administrator

• Dec 2012 - May 2016

Assisting with the admin and book of business for three consultants, spanning 50+ clients. Administration relating to client's group policies, including Group Death in Service, Income Protection, Critical Illness and Private Medical Insurance schemes. Assisting in obtaining suitable quotes for rebroking, plus submitting the application online on behalf of the client. Obtaining and processing quotations for Keyman Policies, and individual assurance. Set up of ‘auto-enrolment’ policies. Including the handling of enrolment and postponement for employees. Support for wealth management clients, including investment bonds, ISAs, flexi-access drawdown policies and portfolios. Regular use of '1st Software' database. Use of insurer online portals, including Aviva Wrap Platform, AXA Wealth and Standard Life. Processing invoices including commissions. Show less

Financial Planning Assistant

• Jan 2011 - Dec 2012

Administration relating to client’s group policies including; Death in Service, Income Protection, Private Medical Insurance, Dental, Pensions, Travel & Critical Illness. Processing new joiners to group schemes. Administering monthly pension payments for group schemes. Obtaining renewal terms for group risk policies. Drafting suitability reports for Consultant. Procession monthly commission statements. Producing Valuations for client reviews. Scanning of post & new business on the Plum Software. Maintaining client database. Diary management. Show less

Benefits Administrator

• Jul 2006 - Jan 2011

Administration of corporate pension schemes, including Group Personal Pension, Group Stakeholder Pension and Contracted in Money Purchase Schemes. This included processing of joiners, leavers, contributions and transfers. The setting up of and processing of annuities on behalf of clients, researching the market for the best rates. Producing pension scheme booklets for members with full information on the scheme and their benefits. Assisting the consultants with day to day admin support and attending client meetings. Occasional wind up administration. Post logging, archiving, time keeping, billing and general admin. Show less

Corporate Service Officer

• Aug 2004 - Jul 2006

Responsible for own portfolio of Business Clients within the Charities, Local Government and Authorities sector.Liaise with clients regarding any queries that they may have with regard to their accounts or future requirements. Take on average sixty calls a day from clients in regards to enquiries they have.Updating the in-house database of financial data and changes in business and personal information.As a Member of the Fraud Awareness Team liaise with other departments regarding business clients ensuring that all information and accounts are in line.Occasionally organising meetings for with customers to visit the team and managers.Resolving queries and concerns which can include; missing payments, misplaced funds, audit requests and incorrect bank details. Composing letters of correspondence that are sent out.Reason for leaving: Change of career Show less

Customer Service Officer

• Oct 2003 - Jul 2004

Answered telephone enquiries from retail customers and assisted where possible and if unable, passed through to the relevant individual.Entered data into the in-house database.Ensured up to date knowledge with regard to UK Financial Services Regulations i.e. Data Protection Act.Prepared responses to customer enquiries for approval and signature by immediate Line Manager.General administrative tasks including filing and photocopying.