Experience

BACN

• United Kingdom
• Non-profit Organization Management
• 1 - 100 Employee

• Member Services and Events Coordinator

  • May 2015 - Apr 2016

  Bristol, United Kingdom • Managing and growing the membership by encouraging member engagement • Collecting and processing membership subscriptions and event fees • Planning, organising and facilitating member networking events and annual conference • Maintaining and developing member’s website • Managing Social Media campaigns (Facebook & Twitter) • Press releases and email campaign management



Bellpenny

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Team Leader / Senior Financial Planning Administrator

  • Apr 2012 - Jan 2014

  Reading, United Kingdom • Oversight and management of the Admin Team and Finance Admin Team • Team direction setting, line and career management, workflow and workforce planning • Producing, implementing and maintaining company procedures • Producing and analysing Management Information as required by Company Directors • Dealing with complex queries and customer enquiries • Responsible for training all new recruits on CRM, Data Management System and investment platforms



Target Financial Management

• Financial Services
• 1 - 100 Employee

• Senior Administrator

  • Dec 2010 - Apr 2012

  Reading, United Kingdom • Requesting policy information from life and investment companies • Create new and update existing client investment summaries by obtaining valuations & other policy information from life and investment companies. • Process all new business application forms • Manage client portfolios via Standard Life WRAP Platform



Scottish Life

• United Kingdom
• Insurance

• Online Consultant

  • Apr 2008 - Dec 2009

  Reading • Preparing illustrations for Sales Consultants and Financial Advisers • Demonstrating the quotes system and online servicing system to FAs • Making presentations to FAs, promoting the benefits of Scottish Life’s software • Demonstrating back office software links to Financial Advisers’ CRM • Establishing a contact strategy with platinum and high value accounts and arranging proactive regular visits. • Achieving and maintain a number of internal targets and performance… Show more • Preparing illustrations for Sales Consultants and Financial Advisers • Demonstrating the quotes system and online servicing system to FAs • Making presentations to FAs, promoting the benefits of Scottish Life’s software • Demonstrating back office software links to Financial Advisers’ CRM • Establishing a contact strategy with platinum and high value accounts and arranging proactive regular visits. • Achieving and maintain a number of internal targets and performance measures. • Seeking out sales opportunities for the sales force wherever possible. • Assisting in the preparation and delivery of branch road shows and seminars. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Pensions Relationship Manager

  • Oct 1999 - Apr 2005

  Bristol, United Kingdom • Building, maintaining and improving relationships with the schemes administrators, • Implementation of the schemes and ongoing administration support. • Reconciling scheme contributions and member unit checks. • Responding to complaints with regards to pension fund performance. • Delegating lower priority administrative tasks to my team of Administrators. • Training and developing members of my team