Experience

Taylor Made Financial Planning

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Client Review Co-Ordinator

  • Jan 2023 - Present

  Contacting clients and arranging review meetings. Managing the time and diary of the financial advisor. Creating all review packs for clients annual reviews. Working alongside the para planners and financial advisors on a daily basis. Liaising with providers and obtaining valuations. Reviewing and maintaining internal control methods. Contacting clients and arranging review meetings. Managing the time and diary of the financial advisor. Creating all review packs for clients annual reviews. Working alongside the para planners and financial advisors on a daily basis. Liaising with providers and obtaining valuations. Reviewing and maintaining internal control methods.



énergie Fitness

• United Kingdom
• Wellness and Fitness Services
• 200 - 300 Employee

• Fitness Coach

  • Nov 2022 - Present



Palladium Group

• United Arab Emirates
• Business Consulting and Services
• 1 - 100 Employee

• Employment Advisor

  • Oct 2021 - Nov 2022

  In this role, I have the responsibility and accountability for customers working with them through to employment. Assessing the customer’s starting position to decide how to best meet their needs. I build rapport and a positive working relationship with each customer. Creating and following through with individualised action plans ensuring appropriate and effective activity is undertaken by each customer. I address customer’s personal constraints to employment, providing challenge, advice, and guidance where appropriate to develop customers capability in the recruitment process, ensuring they have the necessary skills and confidence to secure employment. Identify, structure, and recommend vacancy and training solutions, to meet the specific needs of customers and employers. Maintain customer records to a required quality standard to ensure the customer journey is documented in accordance with quality standards and contractual requirements. Develop an understanding of specialist signposting services in the local area/region, building knowledge in areas such as specific disabilities, housing, benefits, etc. I personal performance targets, Key Performance Indicators and all quality and compliance measures by delivering high-quality employability provision to customers, both remotely and face to face. I develop relationships and networks with key stakeholders, including employers, Job Centre teams and provisions and funding providers, to ensure smooth operation of all processes. I run a job club to give those customers that extra support. I design business cards, logos and flyers for the self-employed customers. Help them promote their business using social media. Show less



ASPECT8 LIMITED

• Winchester, Hampshire, United Kingdom

• Client Administrator

  • Aug 2019 - Oct 2021

  In my role I work alongside a team who support 3 directors. Duties include preparing meeting packs, writing annual reviews, sending letters of authority and chasing providers. Using the companies system to update client details, policies and documents. In my role I work alongside a team who support 3 directors. Duties include preparing meeting packs, writing annual reviews, sending letters of authority and chasing providers. Using the companies system to update client details, policies and documents.



BEALS WEALTH MANAGEMENT LIMITED

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Team leader

  • Oct 2017 - Jul 2019

  Responsibilities included Running a team efficiently and ensuring all working is distributed whilst managing a diary system. Processing all regulated business - Pension & Investment transfers, new business, fund switches, drawdowns and withdrawals Ensuring all cases are completed and keeping clients and advisers updated Holding 121s Ensuring all emails and queries are worked and responded to Chasing all new business and letter of authorities Writing annual review outcome letters for clients Show less



Temple Wealth Management Ltd, Chartered Financial Planners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Mar 2015 - Mar 2017

  In my role as a Para Planner Support I worked with Financial Advisers and complete a number of non client facing tasks which include informing advisers when they are due to review each client, gathering information from the relevant providers via written and verbal communication, in order to fully review the clients financial position. Creating report packs ready for the clients review which details full recommendation/s. Ensuring each adviser provides the paperwork needed to process each recommendation. Writing Mortgage and Protection suitability letters Mortgage & Protection research. Chasing for proc fees and commission for the adviser Applying for products via submission online, contacting the providers to ensure application is actioned correctly and the adviser is paid the correct commission fee. Manage emails, answer calls and relay messages and keeping out online diary system up to date on each case. Show less



Innovation Group

• Whiteley

• Motor Claims Agent

  • Mar 2014 - Mar 2015

  Arranging customers Hire & Repairs after their accident Answering and making calls, instructing garages, advising customers on the next steps Making decisions on deployment Contacting insurance companies, local branches and Repairers. Training new colleagues on the job Arranging customers Hire & Repairs after their accident Answering and making calls, instructing garages, advising customers on the next steps Making decisions on deployment Contacting insurance companies, local branches and Repairers. Training new colleagues on the job



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Property Claims Handler (Temporary Staff)

  • Jan 2014 - Mar 2014

  Answering incoming calls from customers for new and existing claims. Using Genz and Ecase systems, working in a call centre environment at a fast pace to ensure all calls were answered. Answering incoming calls from customers for new and existing claims. Using Genz and Ecase systems, working in a call centre environment at a fast pace to ensure all calls were answered.



NAILZ INC

• Fareham

• Beautician & Nail Technician

  • Nov 2012 - Feb 2013

  Providing professional beauty and nail treatments to customers with aftercare advice on treatments and skincare. Reception duties, including cash handling, appointment making and handling complaints in a professional manner. Ensuring the salon was kept to a high standard of hygiene, cleanliness and tidiness at all times. Providing professional beauty and nail treatments to customers with aftercare advice on treatments and skincare. Reception duties, including cash handling, appointment making and handling complaints in a professional manner. Ensuring the salon was kept to a high standard of hygiene, cleanliness and tidiness at all times.



Steria NHS Pensions

• Portsmouth, United Kingdom

• Pensions Assistant

  • May 2010 - Jun 2012

  Opting NHS employees out of their NHS Pension Scheme Closing down their record and provided refunds of pension contributions (if eligible). Contacted employee’s regarding their NHS Pension Scheme query, both by phone and email. Worked on a traffic light system, ensuring calls did not go on "red" which meant it was an old query. Requested estimates, information and sent relevant forms/ booklets and factsheets. Set up employee’s who request a Career Break, calculating and informing both employee and employer of contributions needed to be repaid. Created excel spreadsheets along with keeping them updated. Answered office calls and relayed messages to the relevant person/team. Provided detailed statistics for the team’s weekly overview. Show less



Park Row

• Fareham

• Para Planner

  • Mar 2008 - Mar 2010

  Running the annuity desk - processed annuities from start to completion. Copied and approved legal documents such as Passports and Driving Licenses. Dealt with clients direct on the Customer Service Annuity helpline. Provided research for insurance protection, pensions, investments and mortgages, whilst ensuring a fair and consistent workflow for 5 financial advisors. Trained to use online systems including Exchange, Assureweb and Aqueous. Submitted applications for the recommended products and created relevant reports and suitability letters and monitored applications until completion and commission paid. Show less