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 Wealth Advisers with tasks such as advice report shells, submitting variation requests to our Compliance department, updating clients' Attitude to Risk and agreed risk profiles. I have the responsibility of running reports for all clients and contacting them to discuss utilising their annual allowances and exemptions.

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 deliver an excellent service to its customers whilst adhering to governance frameworks.I also have the responsibility of producing basic suitability letters and lodging fee expectations.

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 regulatory policies and procedures as well as the Risk and Governance frameworkIssuing risk warnings relating to the flexi access of pensionsAnalysing clients benefit calculationsProcessing regular and adhoc income payments and changesTranche ClosuresIncome ChangesDrawdown TransfersPension ReviewsProcessing 2nd LTA testsDirectly supporting the Team ManagerTraining and assisting new startersI also voluntarily took on project work to improve our processes and procedures and provide my skills to other teams within the business. I was a member of the company's Culture Club, working with colleagues to bring us all together as one big team.

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 Governance frameworkIssuing risk warnings relating to the flexi access of pensionsAnalysing clients benefit calculationsProcessing regular and adhoc income payments and changesTranche ClosuresIncome ChangesDrawdown TransfersPension ReviewsProcessing 2nd LTA testsDirectly supporting the Team ManagerTraining and assisting new starters

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 deliver an excellent service to its customers whilst adhering to governance frameworks.As of 2020, I also had the responsibility of producing basic suitability letters and lodging fee expectations.

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 frameworkIssuing risk warnings relating to the flexi access of pensionsPlan closuresAnalysing clients benefit calculationsEstablishing eligibility for Pension Commencement Lump Sum and IncomeProcessing regular and adhoc income payments and changesProcessing and paying Uncrystallised Funds Lump SumsTranche ClosuresIncome ChangesDrawdown TransfersPension Reviews

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 maintaining IFA and Client detailsTo provide exceptional customer service, taking ownership of issuesWorking within the defined company and regulatory policies and procedures as well as the Risk and Governance framework

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 of the public to a director of a large company - to promote additional products and services, as well as providing after sales care. In this role I also made numerous outbound calls to promote services and products, gathered leads and then booked appointments before finalizing and closing the sale. I had the responsibilty of making companies within the motor trade aware of the outstanding interests against vehicles - including stolen interests recorded by the police. As I spent every day on the telephone and the computer, I developed an efficient, friendly telephone manner and have the ability to compose e-mails and documents professionally. I also had the responsibility of taking payments from account holders and discussing billing history if any queries were to arise.

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 departments, and being on the lookout for fraud. The most important skill I learnt from this position is learning to work under pressure and fixed timescales and to meet monthly sales targets. From this one-on-one sales position, I gained the ability to build excellent rapport with customers to ensure they chose to re-transact with myself, as well as recommending me to others. As I was a relief manager I was responsible for the smooth running of the shop and ensuring the branch and my sales consultants achieved their daily and monthly targets. Also as a key holder I was responsible for the secure locking up of the building and was always readily available to attend to the store in the events of emergencies - day or night.

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 helped me gain more confidence in myself. In this role I had the responsibility of meeting weekly and monthly targets. I was responsible for both the Salisbury and Poole stores.