Alan Simpson Email & Phone Number

Focused on the delivery of improved customer outcomes through the use of technology driven solutions including Salesforce CRMWide experience in Financial Services including Platforms and Wealth Management Solutions.Expertise in Wrap platform technologies and associated markets including regulation, with Consumer Duty specialismSpecialties: Focus on voice of the customer, capabilities of CRMs and data driven solutions and how these can provide enhanced and improved customer outcomes and how this can be aligned to the Financial Services industry to make future fit whilst meeting regulatory requirements.

Lancashire

Working within the Platform Consultant team providing consultancy services to Financial Adviser firms to ensure the Wrap platform is correctly implemented within their business.Responsibilites include;- a thorough understanding of the various tax wrappers and their relevance to an adviser business- managing relationships with adviser firms and their support functions- contracting and engaging with business owners, advisers and support staff to build strong long term trusting relationships- construction, delivery and review of Wrap implementation plans to the advisers business- providing guidance and project management to support financial adviser businesses to enable the transfer and migration of clients and assets to Wrap where appropriate- implement an accreditation programme to ensure all user's of the wrap platform are competant- knowledge and understanding of FCAs guidelines to ensure Advisers propositions are compliant with current legilsation

Manchester, United Kingdom

- Responsible for the delivery adviser facing projects and support initiatives within local distribution - To deliver excellent customer service and increase sales for North West region- Ability to communicate accurate management information at both team and individual manager level- Responsible for delivering accurate sales results and running sales projects to help the region exceed targets set

Edinburgh, United Kingdom

- Main projects delivered - Auddis (automated DDIs) and Legal Notices (improvement of process assigning of customer policies)- Accurate gathering of project requirements from various customer facing areas- Creating rapport with customer service representatives to utilise contribution and success of implementation- Issue identification and resolution through problem solving and analytical thinking- Ability to work closely as team and also as an individual taking personal responsibility over allocated projects- Meeting tight deadlines set by senior management

Edinburgh, United Kingdom

- Assisting the delivery of Automated Workflow Distributor (AWD) into the customer claims areas- Staff representative for capturing and presentation of system improvement ideas and intiatives- Mutiskilled in various customer service areas including Policy Loans, Deaths, Maturities and Surrenders - allowing flexible working dealing with customer claims and requirements- Creating rapport with internal and external customers on the phone and direct creating positive and successful working outcomes- Working as part of a team and also responsible for individual work tasks

Bachelor’S Degree, Chemistry, Physics And Management Studies, Bsc (Hons)

Chemistry, Physics and Management Studies

High School, Highers (A Level Equivalent) And Standard Grade (O Level Equivalent), 7 Highers Including Maths English, Physics And Chemistry And 5 Standard Grades

Activities and Societies: House CaptainCaptain of School Tennis Team - regional Winners (multiple)