Amanda Jackson Email & Phone Number

Cambourne, GB

Babraham, Cambridge

Business and Property Manager for Agent Protect / TECT Risk ServicesAs the Project Manager for Agent Protect at TECT Risk Services, I specialise in delivering tailored insurance schemes for letting agents, landlords, property owners, and businesses.We provide bespoke solutions, focusing on meeting the specific needs of the property and commercial.

Comberton

• Responsible for overseeing and developing financial benefits scheme (eg., Group Personal Pensions) within a small independent Financial Advisor Firm. Role regularly included extended support, including:
• Working with CRM systems and other marketing applications
• Development of working relationships with new and existing clients
• Development and processing of regulatory documentation
• Other duties as required of administrative role

• Reporting to the Senior Manager, my role involved managing a portfolio of high net worth customers in the Retail sector, delivering high-end financial advice and support.
• Management of high net worth customer portfolio and internal data banks
• Responsible for delivering Financial Services quarterly sales targets
• Ensuring/overseeing standards of compliance/regulatory requirements

Successfully completed the Financial Consultant training program to compliment existing financial services skillset, and leading to a management position within the company, strengthening my analytical and research skills, relationship-building and interpersonal skill-set.

After working within various sales/client-facing roles, I secured a position in management, overseeing and maintaining a key customer portfolio in a challenging environment. This led to my being accept-ed onto the Financial Consultant training program, gaining technical and administrative skills to complement my customer service experience.