Claudine Archer Email & Phone Number

United Kingdom

United Kingdom

London, England Metropolitan Area

I am head of recruitment and provide business opportunities for ambitious entrepreneurs.I teach people how money works, empowering them to make positive financial decisions so they can become debt-free and financially independent.

London, England, United Kingdom

I provide personal and bespoke wealth management administration to high net worth clients. I process and monitor complex business, in the areas of taxation, pensions, investments and protection, for both new and existing. I am the first point of contact, resolving all general and client-specific enquires, via telephone, email or in writing.I provide high-quality technical administration and analytical support, using financial planning platforms such as Octopus Investments… Show more I provide personal and bespoke wealth management administration to high net worth clients. I process and monitor complex business, in the areas of taxation, pensions, investments and protection, for both new and existing. I am the first point of contact, resolving all general and client-specific enquires, via telephone, email or in writing.I provide high-quality technical administration and analytical support, using financial planning platforms such as Octopus Investments, Transact, Prudential, FE Analytics and Iress/Exchange.In addition, I provide specialist administration for later life care plans. Also, specialist administration for reregistering, reinvesting and surrendering investments under probate. Show less

London, England, United Kingdom

I was an Administrator to 4 extremely busy Independent Financial Advisers. I provided high-quality technical administration and analytical support, using financial planning platforms such as Standard Life, Wrap, FE Analytics and Iress/Exchange. I liaised with clients to completed protection application over the phone.Acted as the first point of liaison for general client queries, via telephone, email or in writing.I assisted in the preparation of client files for review meetings… Show more I was an Administrator to 4 extremely busy Independent Financial Advisers. I provided high-quality technical administration and analytical support, using financial planning platforms such as Standard Life, Wrap, FE Analytics and Iress/Exchange. I liaised with clients to completed protection application over the phone.Acted as the first point of liaison for general client queries, via telephone, email or in writing.I assisted in the preparation of client files for review meetings, for Protection, pensions and investments. I accurately created meeting clients packs, which included creating up to date investment’s schedules and letters of authorities’. I using all Microsoft Office application.I chased providers, regarding to updates for new submitted business and current live plans. Show less

London, United Kingdom

As the PA to the Managing Director, I used financial planning systems such as Nucleus, Morning star and The Exchange. I acted as the Managing Director’s first point of contact in the office, including telephone and online contact with clients.I created and update Confidential Financial Review records from meeting notes ensuring these meet compliance requirements using all appropriate checklists.I assisted in the preparation of client files for review meetings, for mortgages, pensions… Show more As the PA to the Managing Director, I used financial planning systems such as Nucleus, Morning star and The Exchange. I acted as the Managing Director’s first point of contact in the office, including telephone and online contact with clients.I created and update Confidential Financial Review records from meeting notes ensuring these meet compliance requirements using all appropriate checklists.I assisted in the preparation of client files for review meetings, for mortgages, pensions and investments. I assisted in the preparation of new business Suitability Reports. I Processed protection quotes and applications chasing parties where relevant.I provided mortgage Administration Support, including research and application. Show less

Ilford, Essex, United Kingdom

My main duties included; Chairing meeting, arranging a meeting, conferences, travel, minute taking, writing reports using Microsoft Office, Outlook and internal systems. I Documented, maintained and accurately updated clients financial, legal and person files.I successfully project managed events for up to 350 stakeholders, whilst leading a team of 30.I Managed events budgets, ordering stationery and managed expenses claims.I Successfully produced, organized, and delivered… Show more My main duties included; Chairing meeting, arranging a meeting, conferences, travel, minute taking, writing reports using Microsoft Office, Outlook and internal systems. I Documented, maintained and accurately updated clients financial, legal and person files.I successfully project managed events for up to 350 stakeholders, whilst leading a team of 30.I Managed events budgets, ordering stationery and managed expenses claims.I Successfully produced, organized, and delivered training and development courses.I Liaised with relevant NGO’s, social services, and appointees ensuring vulnerable clients payments were issued correct and on time whilst maintaining exceptional client confidentiality. Conducted state benefit assessments and reviews, in accordance with government legislation. Show less

London, England Metropolitan Area

As the Assistant Branch Administrator, I managed branch expenses, ensured all customers and supplier account queries were handled effectively and efficiently.This position included general administration and secretarial duties using in-house databases. I was also required to take the lead for organizing staff meetings employee training sessions.

London, England, United Kingdom

Maintained a professional relationship with all customers secured bedroom reservations for Army personnel.I set-up payment schedules for large group bookings

London, England, United Kingdom

• Effectively negotiated rates with clients, to secure confirmed bookings for 29 function rooms. • I was excellent at securing business, by creating packages suitable for the client’s needs.• Other duties included writing contracts and issuing quotations to clients, via email.