Daniel Halliday Dippfs Email & Phone Number

Newcastle-Upon-Tyne, England, United Kingdom

Newcastle Upon Tyne, England, United Kingdom

Newcastle Upon Tyne, England, United Kingdom

Baildon, England, United Kingdom

The role is to provide effective and efficient administration support to the property surveyors. The job is also deliver a professional telephone service to all customers and achieve operational excellence in all aspects of activities, processes and procedures undertaken while maintaining required records and databases.

Sedgefield, England, United Kingdom

A role which combines a range of responsibilities to facilitate the financial advisory process for retail clients. Operating predominantly within the areas of pension/investment advice, advanced portfolio management and preparation for client reviews and reporting/analytics throughout the investment & financial advisory process using such software as FEanalytics, Selector Pension, and a range of different platforms.

Bielefeld, North Rhine-Westphalia, Germany

Integration Course (A1 - B1 German)

Thailand, Vietnam, Indonesia, New Zealand, Australia, Fiji & Austria

World work and travel

Leeds, United Kingdom

-To ensure that all client accounts are set up accurately. -To ensure that day-to-day client relationships are effectively managed and that all paperwork and systems are properly maintained. -To deal with client enquiries and calls and act as first point of contact when the CPM is out of the office. -To collate client data to support the production of central reporting data and produce client reporting packs. -To assist the CPM's in the recruitment and retention of High Net Worth clients through direct means as well as through intermediary channels. -To support the CPM's with preparation for client and marketing meetings, and to work on presentations and correspondence. -To assist with reviewing portfolios for implementation of investment changes and the monitoring of adherence to guidelines. -To identify and research potential new clients and introducers and support CPMs in approaching those identified. -To aid the development and enhancement of the Brand of Standard Life Wealth in the marketplace. -To develop and improve processes to ensure that clients receive an exceptional client experience.

Leeds, United Kingdom

- Analysis and assisting with research for compiling Financial Planning reports.- Handling client queries wherever possible for the execution only and advisory clients.- Servicing existing clients by providing valuations and portfolio updates as and when required.- Quantifying and analysing clients existing investments.- Process new business from submission to completion.- Liaise with Financial Advisers and colleagues working with them closely to understand clients, work loads etc.- Keep Financial Advisers up to date with relevant information relating to client issues. - Adhoc projects and administrative tasks as and when necessary.

Leeds, United Kingdom

- Production of daily and weekly valuations (NAVs) of OEICs and AUTs in the InvestOne fund accounting system.- Checking of daily trades using Bloomberg and other pricing sources.- Follow up of corporate actions, calculation and processing of fees, rebates and ad-hoc cash transactions. - Production of Trustee/Depositary reconciliations and responses to queries.- Oversight, investigation and resolution of cash and stock reconciliation breaks between the custodian and third party administrator- Liaise with internal and external parties to resolve any queries.- Assist in the training of new members of staff and current members of staff who are new to certain tasks.- Any other ad-hoc duties as and when required

Darlington, United Kingdom

- Specialising in ledgers and software to record and process expenditures, receipts, payroll and all other financial transactions for the business. - This position required an aptitude for math, attention to detail, familiarity with basic and advanced accounting procedures, and computer proficiency.

Sedgefield/Newcastle

- A role which combined a range of responsibilities to facilitate the financial advisory process for retail clients. - Operating predominantly within the dimensions of pension/investment advice, advanced portfolio management and preparation for client reviews and reporting/analytics throughout the investment & financial advisory process.

Af7 - Pension Transfers, Pass

R06 - Financial Planning Practice, Pass

R05 - Financial Protection, Pass

R04 - Pensions & Retirement Planning, Pass

R03 - Personal Taxation, Pass

R02 - Investment Principles & Risk, Pass

R01 - Financial Services, Regulation & Ethics, Pass

Fa7 - Financial Services Products, Pass

Cisi Level 3 Certificate In Investment Operations, Pass

Introduction to Investment Securities, Collective Investment Schemes, UK Financial Regulation

Bachelor'S Degree, Accounting, 2:1

The aim of this much sought after degree is to enable me to effectively and critically acquire a wide variety of analytical knowledge.

Btec Level 3 In Business, Double Distinction

Other Awards: Level 2 Key skills in Communication Level 2 Certificate in Interactive Media Level 2 Certificate in Application of Number

11 G.C.S.E'S Or Equivalent, A-C