Barbara Dingley Email & Phone Number

Cheadle

To interpret, build upon, and comply with company quality assurance standardsDocument quality assurance activities with internal reporting and auditsIdentify training needs and take action to ensure company-wide complianceCarefully maintain complaint and non-conformance processing through records and tracking systems, including root cause and corrective action.

Cheadle, England, United Kingdom

To implement changes to broker intermediary distribution portal following the regulatory requirements of the EUMCD Directive which came into force in 2016. To provide training colleagues on the impact of the changes to products and regulatory requirements.

Cheadle, Manchester

Business to business sales for financial solutions for first charge, second charge residential lending. In addition commercial lending, bridging. buy to let and Auction Finance.I proactively maintain existing accounts and proactively development new accounts. To be first point of contact for our mortgage and commercial brokers. Assist them with underwriting enquiries and to work with them to find financial solutions for their Clients.

Salf

Actively sell Aegon's investment and pension products business to business To proactively develop and maximise relationships with key accountsTo use consultative selling methods to reach department sales targets for pensions and investmentsActively develop account strategies to build new business relationshipsTo attend seminars with Advisers To continue to develop and maintain knowledge of the external markets and regulationsTo effectively deliver and implement sales campaigns

Manchester

To provide quotations for individual and occupational pensions, onshore and offshore investmentsProcess application forms for new and existing business in relation to individual/ group pensions and investment products and check for accuracy and compliance.Deal with enquiries from Financial Advisers and assist the sales team in reaching annual sales targetsTo support new members of staff with delivery of product training with mentoring and regular feedbackOn occasion, delegate work to team and provide daily report to Office ManagerTo support consultant sales, acting as a point of contact for Financial Advisors

Providing illustrations for annuity, life, investment, private health insurance and pension contracts. Answering enquires from Policyholders and Financial Advisers. Setting-up group personal pension schemes. Administering annuities. Responsible for training and development of members of the team. Facilitating team discussions for implementation of Standard Life's business objectives.Writing business letters stating clearly the facts and situation. Keeping detailed and accurate records of transactions.To respond to enquiries from internal and external customersTo underwrite for life cover Responsible for reconciliation of office petty cash. Designate workloads for team and deputised for my manager when absentDealing with commission enquires from Financial Advisers

Working in a busy commission department calculating commission payable to Financial Advisers. Answer enquires raised from Advisers by telephone and letter

Responsible for researching and analysing the Mexican life assurance, medical health and personal accident insurance markets. Attended informative meetings with Insurance Advisors and the Mexican Insurance Commission to gain important material for my research. I reported directly to the General Director of the Company. All written reports prepared by me using various computer programmes were forwarded to Head Office in Japan.Responsible for the implementation and delivery of an English Language Course for Japanese and Mexican personnel within the Company

Co-ordination of international insurance business linked to Willis Corroon. Compilation of status reports for Willis Corroon business. Preparation of motor insurance quotations for Tourists entering Mexico

To prepare calculations for Final Salary Occupational Pension Schemes , including early leavers, paid-up members and members reaching selected retirement age Responsible for calculating of commuted cash values and augmented pensions. Dealt with both contracted-in and contracted-out schemes. To answer enquiries from Pensioners and Trustees on matters concerning pension benefits and scheme trust rules Implemented payment of pensions payments

General administration duties in both life and pension departmentsReconciliation of pension payments to the pension schemes insured with Scottish Provident Preparation of trust documentation for pension contracts which including proof readingGeneral administration of individual pension contracts Preparation of trust documentation which included proof readingReporting new schemes to HMRC

Finance, Mortgage, Cemap

Finance, Dip Pfs

Finance Pension & Investments, Financial Planning Certificate

Snc Business Studies, Business/Commerce, General

Education record

English, Arithmetic, Maths, German, Geography, Textiles Aug. 1978