Azwin Aziz Email & Phone Number

Provide quality assurance, monitoring of adviser selling practices and adherence to compliance as well as procedural requirements in order to provide assurance to the Group that the required procedures and processes are being followed. Ensure that the required standards of business practices are being met, utilising a risk-based approach to ensure optimal.

Bristol, United Kingdom

- Resolved complaints within the timescale required by the Financial Ombudsman Service.- Built a trusting relationship with clients and delivered fair resolutions to their complaints.- Liaised with the various Investment Teams to obtain clarification of their processes and requirements.- Provided final responses and redress (where applicable).

Bristol, United Kingdom

- Studied towards QCF Level 4 with the aim of becoming a qualified Wealth Reviewer.- Determined pathways of cases - whether to proceed to Business Review or Wealth Complaints.- Gathered and analysed data to assist qualified reviewers in completing their investigation.- Issued offer letters on behalf of qualified reviewers, responded to queries customers.

Bristol, United Kingdom

New Business (January 2013 - November 2013)- Processed life and investment wrap applications for commercial clients.- Ensured smooth progress of applications from start to finish.- Liased with life and investment offices for any outstanding requirements in order to complete clients' applications.- Assisted clients and financial advisers to gather relevant.

Bristol, United Kingdom

- Closely investigated customers' complaints surrounding lending facilities which the bank provides.- Took responsibility in ensuring customers' complaints were treated professionally and fair outcomes were provided by adhering to the then FSA guidelines.- Ensured all 'Helpful Banking' behaviours were demonstrated.- Ensured customers' complaints process.

Bristol, United Kingdom

- Responded to customers' calls with regards to bank charges, lending and general account enquiries.- Provided customers with clear and concise information, avoiding the use of jargons as well as explaining rules and processes in plain English.- Consistently exceeded personal sales target by addressing customers' financial positions coverting those.

London, United Kingdom

- Dealt with financial envelopes and prepared end-of-day updates to the London area manager.- Handled the payroll of 136 in-store staff using ADP.

Undergraduate, Accounting, Finance, Business Studies

Activities and Societies: Malaysian Society This applied and contemporary degree combines a solid grounding in all aspects Business.

Foundation, Business And Management

Activities and Societies: Secretary of the Rugby Club, committee of the Football Club A tailor-made course designed for international.