Ailsa Crichton Email & Phone Number

Edinburgh, Gb

Edinburgh, Scotland, United Kingdom

Edinburgh, Scotland, United Kingdom

Hawick, Scotland, United Kingdom

Office admin for a busy nursing home.

Scottish Borders, Scotland, United Kingdom

Galashiels, United Kingdom

Working within a small team, undertaking all aspects of administration, sales support to the IFA, liaising with providers and clients, general marketing and distribution of sales and service literature, maintaining database information, and any other tasks that arise day to day. Very hands on reactive & proactive position in a busy office.

Newtown St Boswalls

(temporary position only)

Account Manager in pensions and annuities. Providing a telephone service to policy holders nearing retirement date. Fully explaining all options available and supplying quotes to customers (including many vulnerable customers) without providing advice. Undertaken extensive training in pensions and annuities to ensure full ABI compliance, a full understanding of the all relevant regulations, TFC, and a firm grasp of all the products and features available to clients. Placed top in the training team, and currently exceeding 100% of all targets set.

Edinburgh, United Kingdom

Keeping active in a range of temp positions with companies such as Virgin Money, and Reed. A variety of roles in sales, service and administration.

Premier Direct, Edinburgh

Actively managed a portfolio of premier high net-worth customers, based both domestically and internationally, and provided a full telephone and email based relationship management service. Completed full fact finding reviews to establish and address the client's immediate and future financial planning requirements. Including investment, retirement, and protection needs. Acquired a number of new to HSBC, and existing HSBC customers, and reviewed their portfolios to identify cross-selling opportunities. Embedded customer loyalty by meeting client needs. Acted as a product specialist within the international and ex-patriot services, attending regular update meetings and ensuring my team were kept informed of any changes in procedure, passed on hints and tips, and assisted team members who may be struggling in this area. First point of contact when further lending authority was required, or further consideration needed to be given to an individual clients circumstances, for example, when an application for a financial product was not accepted.

Edinburgh, United Kingdom

Successfully produced and maintained the Russell Index, a highly useful tool, used globally by the financial industry to follow and invest in stocks and for tracking stock performance. Part of a small team of index analysts, who monitored the stock market in order to make manual adjustments to Russell’s systems. This was required to compensate the index for corporate actions, mergers and dividend payments occurring within member companies. Calculating and manipulating the index to show the true values of the index and individual stocks. A challenging and technical role which required excellent team work, very close attention to detail, a good understanding of Microsoft Excel, and extremely high levels of numerical accuracy.

Edinburgh, United Kingdom

Temporary role in the pensions department. Main priority was transferring Key Features and the Terms and Conditions for historic financial products from hard copy into computerised form. Employed solely to complete this task and worked with minimum supervision. Important to ensure this work was compliant and complete as the information was to be recorded digitally in case of future customer queries. Successfully completed this task in record time - compiled regular reports for management to understand the progress of the work and received excellent feedback on completion.

Edinburgh, United Kingdom

Effectively and correctly calculated, and sent out retirement quotes to customers, settled or transferred customer’s pensions and dealt with any queries or complaints resulting from these actions. Strong communication and administrative skills, and a high proficiency in customer service were required, along with attention to detail and an excellent rate of accuracy.

Edinburgh, United Kingdom

Liaised with clients, updated the website, intranet and databases, and maintained compliance logs. Predominantly an administrative role, responsible for ensuring that the day to day administration for the office, and 11 consultants, was carried out effectively and in line with FSA regulations. Collated the consultants diaries, maintained the booking systems for meeting rooms and organised seminars and workshops. Effectively responsible for the day to day administrative tasks such as data processing, travel bookings, mail merging mailshots and producing financial promotional literature.

Black Horse Finance

Initially a part time administrator dealing with capturing new proposals, paying out documents and handling customer queries and complaints. Following in-house training, promoted, first to a general underwriters position and then, to a senior underwriter position with a mandate to lend up to £70k. Making lending decisions based on information provided by the car dealership and credit reference agencies. Constantly vigilant for signs of fraud or money laundering, undertook internal auditing and ensured that all procedures met with our compliance regulations. Handled all queries and complaints from car dealers regarding rejected customer proposals and any issues they had with their agreed financial packages. Produced complex calculations regarding interest rates, commissions and early settlement penalties. Important aspects of the role included customer retention, maintaining business relationships, selling rejected decisions to clients and the cultivation of new business. Successfully undertook two separate management secondments which involved recruiting and managing a team, and the design and implementation of internal training courses. In addition to underwriting and management skills this role also provided the opportunity to assist in the design and implementation of several ‘roadshows’, taking the Black Horse brand on the road to car and caravan shows, introducing the brand to potential customers, and promoting Black Horse Finance to car and caravan dealers.

Honours Degree, History, 2:1

Activities and Societies: Actively involved in many societies including The History Society, The Model UN and Amnesty International..

Education record