Andy Mutton Dippfs Email & Phone Number

Reading, United Kingdom

I am currently a Sales Support Administrator at Bellpenny.Bellpenny is a national team of financial planners and experts. We’re dedicated to helping our clients make the most of their money. That’s why we believe in hard work, detail, fairness and the freedom nurturing money can bring.Bellpenny employees have significant experience in financial services and are committed to making sure every Bellpenny is given exemplary service ,and receives exceptional advice and products. Our company 5 year goal is to become the UK’s most respected financial advice brand.

Farringdon

General Paraplanning duties, including report writing and product research for both investments and pensions.

Providing support to the Consultants and reporting to the Senior Paraplanner.All aspects of administration, including gathering detailed policy information, projections and valuations.Processing new business, from submission through to issuing and checking policy documentation.Completing switch and withdrawal requests.Supervision of the junior administratorSoftware packages used; Intelligent Office and Microsoft Office (Word, Excel and Outlook).

Providing support to the Paraplanners and Sales Team who manage a portfolio of High Net Worth clients.Completing various types of Trusts, ensuring the correct dates, policy numbers and beneficiaries are noted.Undertaking detailed research of a client's existing investments, pension/drawdown and protectionpolicies, including fund performance and general meeting preparation.Processing new business, including transfers/encashments of onshore/offshore Investment Bonds, Unit Trusts, Shares and Pension/Drawdown cases (including calculating critical yields).Updating various business and key performance logs, presenting a detailed monthly report to management.Regular communication with the Sales Team and Paraplanners to ensure all compliance documents are issued within strict deadlines so regulatory breaches do not occur.Processing switches and withdrawals, assisting with tax calculations i.e. CGT & encashment penalties.

Letchworth

Sales ledger consisting of several large and small corporate clients.Mainly chasing clients by telephone, but also by letter.Established good relationships with clients to ensure prompt payment.Building good relationships with internal branches, so that any queries were resolved quickly.Compiling daily reports (including cash collection and branch queries.

London, United Kingdom

Responsible for sales ledger with over 1,000 clients.Chasing outstanding debts.Reducing average debtor days to under 30.Processing credit and debit notes.Submitting accounts to solicitors for litigation.Allocation of payments on sales ledger.Consistently met monthly targets.

Processing the paperwork for clients transferring their SIPPs to GE and liaising with solicitor's regarding the client's purchase of properties to invest into their SIPP funds.Responsible for portfolio of over 500 properties and collection of the rent.Issuing rent arrears letters, instructing solicitors and dealing with litigation procedures.Raising invoices and allocating payments.Negotiating repayment schedules and terms.Updating and prioritising cases on the debtor report.Submission of monthly figures to the management team showing the average debtor days, moneyreceived and recommendations for writing off bad debt.Responsible for the client's mortgages, making payments and liaising with banks to ensure sufficient funds available to pay mortgage on time.

The Diploma; Ba (Hons), Financial Planning; Business Administration

Economics B; Gcse'S, Business Studies C, History

6 at grade C and above, including English and Maths