London & Colonial are a SIPP provider based in south east England. I had a number of responsibilities during my time there, including but not limited to: producing annual statements; completing Capital Adequacy; Data Subject Access Requests; novations; paying income to the client; training staff; and calculating the clients lifetime allowance. During my employment with L&C I also passed CII CF1 and FA2.

Alongside my role as Customer Service Representative, I organise various charity events for OneFamily. This involves attending weekly meetings, planning the events, delegating responsibility to my team and carrying out the event. Current experience includes a football match and pub quiz, with coming up to £1000 raised over these 2 events

Warm calling clients about Sky Protect Plus (insurance for Sky equipment and additional "gadgets"). The use of vocals are important, as is using various tools to make a sale (e.g. verbal nods). It is very easy to look into each customer psychologically and analyse every nuance of your call, however it is altogether more important to sound content and optimistic in each call (so not similar to a salesman!). Why sell snow to the eskimo's? It's better to sell with intelligence than arrogance.

Serving customers when the queues were building, making sure you meet and exceed their expectations of the customers. I also was involved in various aspects of delivery, whether it was bringing it in (and dealing with the paperwork), deciding which cages had to go out, and, of course, putting the stock on the shelves! Depending on which shift you're on, you might have to deal with the delivery or simply fill up the stock from the warehouse. Other minor responsibilities included bakery, reductions and handling waste.