- managing 3 teams (Mutual Funds, New Issues, Structured Products)- ensuring all administrative tasks (holiday planning, working time etc.) are accomplished according to internal policies and legal requirements - supporting the bank's people management strategy (e.g. training, engagement, mentoring, recruitment, compensation and awards as well as retention)- motivating teams through effective monitoring, coaching and providing a positive work environment

● preparing recommendation reports and ensuring all appropriate documents are available for client meetings ● researching protection, pension, mortgage and investment products● liaising and communicating with product providers and clients● handling technical client queries● updating and maintaining back office systems (i.e. Analytics, Assureweb, Mortgage Brain, internal Openwork systems)● preparing product comparisons● working alongside and supporting administration… Show more ● preparing recommendation reports and ensuring all appropriate documents are available for client meetings ● researching protection, pension, mortgage and investment products● liaising and communicating with product providers and clients● handling technical client queries● updating and maintaining back office systems (i.e. Analytics, Assureweb, Mortgage Brain, internal Openwork systems)● preparing product comparisons● working alongside and supporting administration team● preparing and submitting applications and supporting documents● maintaining client files in line with Compliance procedures Show less

● ensured all trades are processed in an accurate & timely manner ● accurate entry of data provided by Financial Advisers and their clients onto James Hay systems ● dealt with queries from internal and external contacts and communicated in a professional, friendly manner at all times ● maintained databases and paper records to ensure full audit trail exists at all times ● ensured a high degree of accuracy is maintained in all work, aiming for 100% ●… Show more ● ensured all trades are processed in an accurate & timely manner ● accurate entry of data provided by Financial Advisers and their clients onto James Hay systems ● dealt with queries from internal and external contacts and communicated in a professional, friendly manner at all times ● maintained databases and paper records to ensure full audit trail exists at all times ● ensured a high degree of accuracy is maintained in all work, aiming for 100% ● ensured any pending queries, complaints or potential complaints are resolved in timely fashion or reported to line manager ● provided guidance and training to colleagues to comply with pension rules and regulations as specified by the FSA post April 2006 Show less

● responded to inbound calls from customers, financial advisers and bank branches regarding investment products such as ISA, PEP, Unit Trust, OEIC etc. ● dealt with variety of investment inquiries ● provided information and advice with regards to investment products and procedures ● maintained and developed product and procedure knowledge, so that every call could be resolved in a proper time scale and in accordance with financial regulations ●… Show more ● responded to inbound calls from customers, financial advisers and bank branches regarding investment products such as ISA, PEP, Unit Trust, OEIC etc. ● dealt with variety of investment inquiries ● provided information and advice with regards to investment products and procedures ● maintained and developed product and procedure knowledge, so that every call could be resolved in a proper time scale and in accordance with financial regulations ● provided training to junior colleagues on investment products and regulations and also calls handling procedures and techniques Show less