Chermaine Stokes Cert Cii(Fs) Email & Phone Number

I currently work alongside two high-earning Wealth Advisers, delivering dedicate, quality customer service to their clients as their main point of contact. I book client meetings with clients, and ensure the Wealth Advisers are adhering to both our proposition and FCA regulations by servicing their clients as per our terms of business. I also assist the.

Working as part of a team to enable Wealth Planners to maintain a portfolio of clients by liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking to completion. I ensured that client information database is accurate at all times and that the business is supported and enabled to.

Following James Hays TUPE to FNZ I was responsible for day to day processing of:Supporting the team in absence of the Team LeadPayments out of clients accountsIncome withdrawal calculations and annuitiesWritten, telephone and general enquiriesTo provide exceptional customer service, taking ownership of issuesWorking within the defined company and.

Salisbury, England, United Kingdom

Prior to our transfer to FNZ, I was responsible for day to day processing of:Payments out of clients accountsIncome withdrawal calculations and annuitiesWritten, telephone and general enquiriesTo provide exceptional customer service, taking ownership of issuesWorking within the defined company and regulatory policies and procedures as well as the Risk and.

Salisbury, United Kingdom

Working as part of a team to enable Wealth Planners to maintain a portfolio of clients by liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking to completion. I ensured that client information database is accurate at all times and that the business is supported and enabled to.

Salisbury, United Kingdom

To be responsible for day to day processing of:Payments in and out of clients accountsIncome withdrawal calculations and annuitiesWritten, telephone and general enquiriesTo provide exceptional customer service, taking ownership of issuesWorking within the defined company and regulatory policies and procedures as well as the Risk and Governance.

Salisbury, United Kingdom

To be responsible for day to day processing of:New Business ApplicationsIn specie Transfer & ContributionsPayments in and out of clients accountsExecuting trade instructionsEstablishing and maintaining Investment Manager AccountsIncome withdrawal calculations and annuitiesISA & General Investment AccountsWritten, telephone and general enquiriesUpdating and.

Salisbury, United Kingdom

In this role I took inbound calls from motor traders, finance houses and legal bodies to carry out car data checks or investigations on vehicles, provided technical advice if any services malfunction and I also offered technical support to clients. I had the important responsibility of building rapport with clients – clients which could range from a member.

Salisbury, United Kingdom

During my time at Phones4u I gained skills including time management, organization and basic administration. As well as providing exceptional customer service, I also carried out many other duties, such as running the store as and when needed, performing banking duties, ensuring all paperwork is filled out compliantly and scanned to the correct.

South West England

During my time at New Fashion, I learnt the ins and outs of retail work including stock control, cash handling and merchandising. This job helped me to become a very reliable person as I was working flexible, short-notice hours. As a store manager I began to feel pride in my work which is something that has stayed with me ever since, and this job role.