Alan Connery
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Alan Connery Email & Phone Number

Retirement Planning & Pension Consolidation | Securing Your Financial Future at Reeves - The Pension Specialists
Location: Newcastle Upon Tyne, England, United Kingdom 4 work roles 1 school
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Role
Retirement Planning & Pension Consolidation | Securing Your Financial Future
Location
Newcastle Upon Tyne, England, United Kingdom
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Alan Connery is listed as Retirement Planning & Pension Consolidation | Securing Your Financial Future at Reeves - The Pension Specialists, a with 89 employees, based in Newcastle Upon Tyne, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Alan Connery.

Alan Connery previously worked as Client Services Account Manager at Reeves - The Pension Specialists and Customer Service Representative at Vertu Motors Plc. Alan Connery holds Logistics, Materials, And Supply Chain Management from The University Of Edinburgh.

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Reeves - The Pension Specialists

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Profile bio

About Alan Connery

As a Client Services Account Manager at Reeves - The Pension Specialists, I thrive on building strong client relationships and delivering tailored pension solutions. With several years of experience in financial services, I oversee client accounts, ensuring that their pension and retirement needs are effectively managed with a consultative approach. My role includes providing expert advice, coordinating services, and proactively addressing any client concerns to enhance satisfaction.Having recently moved into this position, I’m excited to utilise my skills in client relationship management, performance monitoring, and compliance to drive client retention and satisfaction, contributing to their long-term financial wellbeing.

Listed skills include Team Management, Purchasing, Financial Reporting, Financial Analysis, and 2 others.

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Reeves - The Pension Specialists
Reeves - The Pension Specialists
Retirement Planning & Pension Consolidation | Securing Your Financial Future
tyne and wear, gateshead, united kingdom
Website
Employees
89
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4 roles

Alan Connery work experience

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Client Services Account Manager

Current

Client Relationship Management: Serve as the primary point of contact for clients, ensuring their pension and retirement needs are met through personalised support and ongoing communication.Account Oversight: Manage a portfolio of client accounts, overseeing the delivery of pension services and ensuring all solutions align with clients’ financial goals and expectations.Consultative Guidance: Provide expert advice to clients on pension options, retirement planning, and financial strategies, offering tailored recommendations based on individual circumstances.Service Coordination: Work closely with internal teams to ensure smooth delivery of services, including product implementation and ongoing account maintenance, addressing any issues promptly.Client Retention and Satisfaction: Monitor client satisfaction levels through regular feedback collection and performance reviews, ensuring high levels of retention and loyalty.Compliance and Risk Management: Ensure all client accounts comply with regulatory requirements and internal standards, addressing any risk concerns in collaboration with compliance teams.

Jun 2019 - Present

Customer Service Representative

Customer Support: Provide exceptional customer service, addressing inquiries and resolving issues related to vehicle sales, services, and maintenance.Problem Resolution: Act as the first point of contact for customers, swiftly resolving any complaints or concerns to ensure a positive customer experience.Appointment Scheduling: Coordinate service appointments, ensuring efficient time management and clear communication between customers and service teams.Sales Assistance: Support the sales team by answering product questions, assisting with test drives, and guiding customers through the vehicle purchasing process.Follow-Up Communication: Conduct post-service and post-sale follow-up calls to ensure customer satisfaction and maintain long-term relationships.Documentation Management: Maintain accurate records of customer interactions, service requests, and follow-up actions in compliance with company policies and procedures.

Sep 2017 - May 2019

Team Supervisor

Sunderland, United Kingdom

Team Leadership: Oversee a team of production or service staff, ensuring that daily targets are met and team members are motivated to perform at their best.Performance Monitoring: Track and assess the performance of team members, providing feedback and implementing improvement plans to enhance productivity and efficiency.Training and Development: Facilitate the onboarding and ongoing training of team members, ensuring they are equipped with the skills and knowledge to perform their roles effectively.Quality Assurance: Ensure that all work performed by the team meets Nissan’s high standards of quality and safety, adhering to company policies and industry regulations.Problem Solving: Address and resolve any operational issues that arise within the team, quickly identifying solutions to minimise disruptions and maintain workflow.Reporting: Provide regular updates and reports to senior management on team performance, project progress, and any challenges that need attention.

May 2014 - Sep 2017

Supply Chain Specialist

Pentland Component Parts Ltd

Edinburgh, United Kingdom

Inventory Management: Oversee stock levels and ensure timely procurement of components and parts to meet production demands while minimising excess inventory.Supplier Coordination: Establish and maintain strong relationships with suppliers, negotiating contracts, managing lead times, and ensuring timely delivery of quality materials.Logistics Optimisation: Coordinate the transportation and distribution of parts, optimising routes and delivery schedules to reduce costs and improve efficiency.Demand Forecasting: Analyse sales and production trends to accurately forecast demand, ensuring the supply chain operates smoothly and avoids bottlenecks.Cost Control: Identify and implement cost-saving opportunities within the supply chain, focusing on improving processes and reducing operational costs without compromising quality.Compliance and Reporting: Ensure all supply chain activities comply with company policies and regulations, while regularly reporting on supply chain performance and identifying areas for improvement.

Aug 2011 - Feb 2014
Team & coworkers

Colleagues at Reeves - The Pension Specialists

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1 education record

Alan Connery education

FAQ

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What company does Alan Connery work for?

Alan Connery works for Reeves - The Pension Specialists.

What is Alan Connery's role at Reeves - The Pension Specialists?

Alan Connery is listed as Retirement Planning & Pension Consolidation | Securing Your Financial Future at Reeves - The Pension Specialists.

Where is Alan Connery based?

Alan Connery is based in Newcastle Upon Tyne, England, United Kingdom while working with Reeves - The Pension Specialists.

What companies has Alan Connery worked for?

Alan Connery has worked for Reeves - The Pension Specialists, Vertu Motors Plc, Nissan Trading Corporation, and Pentland Component Parts Ltd.

Who are Alan Connery's colleagues at Reeves - The Pension Specialists?

Alan Connery's colleagues at Reeves - The Pension Specialists include Christopher Lockerbie, Susan Casula, Stephen Comerford, Hayley Cook, and Riah Scimeca.

How can I contact Alan Connery?

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What schools did Alan Connery attend?

Alan Connery holds Logistics, Materials, And Supply Chain Management from The University Of Edinburgh.

What skills is Alan Connery known for?

Alan Connery is listed with skills including Team Management, Purchasing, Financial Reporting, Financial Analysis, Purchasing Negotiation, and Supply Chain Optimization.

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