Alex Mackenzie Dip Pfs Email & Phone Number

Fowey, Gb

Liskeard, Cornwall

London, United Kingdom

Based in the Corporate DC Pensions Team, my role consisted of providing Consultant support, as well as being first point of contact for many of the Corporate Clients that I looked after.Whilst in this role I assisted with the planning and implementation for a number of corporate pension schemes ranging from very small clients to large clients in preparation for Auto-Enrolment.My main responsibilities in this role included drafting a number of client reports and presentations… Show more Based in the Corporate DC Pensions Team, my role consisted of providing Consultant support, as well as being first point of contact for many of the Corporate Clients that I looked after.Whilst in this role I assisted with the planning and implementation for a number of corporate pension schemes ranging from very small clients to large clients in preparation for Auto-Enrolment.My main responsibilities in this role included drafting a number of client reports and presentations which included scheme governance, default investment option analysis, auto-enrolment ready analysis, provider recommendations, member booklets and general member communications. Qualifications attained whilst in this employment:Diploma in Regulated Financial Planning• CII - R04 (Pensions & Retirement Planning) - Dec 2012• CII - R01 (Financial Services, Regulations & Ethics) - March 2013• CII - R05 (Financial Protection) - July 2013• CII - R03 (Personal Taxation) - August 2014• CII - R02 (Investment Principles & Risk) - March 2015• CII - R06 (Financial Planning Practice) - July 2015 Show less

London, United Kingdom

Working alongside a Corporate Development Manager, I was jointly responsible for the retention of existing business and bringing in new corporate pension business from Alexander Forbes, Towergate Financial, AWD, Ernest Grant, Portus Consulting, Wentworth EB and Bluefin.• Point of contact for the above consultancies for sales enquiries and administration support in respect of corporate new business• Contribute proactively to the pre-sale survey/tender/beauty parade process to help… Show more Working alongside a Corporate Development Manager, I was jointly responsible for the retention of existing business and bringing in new corporate pension business from Alexander Forbes, Towergate Financial, AWD, Ernest Grant, Portus Consulting, Wentworth EB and Bluefin.• Point of contact for the above consultancies for sales enquiries and administration support in respect of corporate new business• Contribute proactively to the pre-sale survey/tender/beauty parade process to help secure new business and strengthen relationships with consultancies• Co-ordinate pricing and draft tender responses• Assist with new business servicing (group transfers, single premiums, individual transfers and incremental increase)• Build and maintain client relationships by providing support during scheme implementation• Prepare management information and assist with existing book queries for consultancies• Co-ordinate survey and questionnaire responses• Establish and promote best practice by developing and maintaining my understanding and technical knowledge of our Corporate proposition, support systems and processes• Ensure new business pipeline is accurate and all open new business enquiries are reviewed on a regular basisDuring my first two years in this role, I worked alongside a Corporate Account Manager and dealt with corporate new business enquiries from Towers Watson, KPMG, PWC & Hymans Robertson.• Heavily involved in arranging, planning and co-ordinating two annual head office site visits for Towers Watson, then attending to ensure smooth running on the dayQualifications attained whilst in this employment:• PMI - Retirement Provision Certificate Show less

Chatham, Kent

• Responding to existing individual business policy enquiries• Providing policy valuations, retirement quotations and projections• Investigating and correcting premium allocation on policies where necessary• Part of a team of Business Continuity Co-ordinatorsDuring my first two years at Scottish Widows, I worked within the existing business contact centre taking up to 100 calls a day from policyholders, advisers and third parties. This required me to have an extensive… Show more • Responding to existing individual business policy enquiries• Providing policy valuations, retirement quotations and projections• Investigating and correcting premium allocation on policies where necessary• Part of a team of Business Continuity Co-ordinatorsDuring my first two years at Scottish Widows, I worked within the existing business contact centre taking up to 100 calls a day from policyholders, advisers and third parties. This required me to have an extensive knowledge of the companies products, as I dealt with calls regarding Protection, Pensions & Savings.Qualifications attained whilst in this employment:• CII - FPC1 Show less

Chatham, Kent

• Responsible for the reconciliation of two of the societies main bank accounts and head office petty cash• Revolutionised and enhanced the societies cashbook by taking it from paper format to Excel spreadsheet format

Chatham, Kent

• Logging and investigating customer complaints in relation to mis-selling of pensions• Responsible for requesting and chasing scheme questionnaires

Level 3 - Diploma In Accounting

Level 2 - Certificate In Accounting, Distinction

Diploma In Regulated Financial Planning, Rqf Level 4 Diploma

Education record

Studied BTEC National Diploma in Information Technology

Education record

Attained 10 GCSE's at A-C grade