David Mcgregor Email & Phone Number

Edinburgh, GB

Glasgow, Scotland, United Kingdom

Glasgow, Scotland, United Kingdom

Edinburgh, Scotland, United Kingdom

Edinburgh, Scotland, United Kingdom

Edinburgh, Scotland, United Kingdom

Edinburgh, City Of Edinburgh, United Kingdom

Edinburgh, City Of Edinburgh, United Kingdom

Edinburgh, City Of Edinburgh, United Kingdom

Edinburgh, United Kingdom

• Validating, preparing and processing all corporate action business with respect to EDI feed and other market source information (BoNY, CREST)
• Ensuring accurate information is entered to Figaro system in order that all corporate action events are processed according to custodian and company parameters
• Undertaking broad analysis of relevant corporate action events to ensure event is processed against relevant client accounts and that front office information reflects this
• Uploading client elections to CREST/BoNY in line with event & market deadlines
• Reconciling all stock & cash positions per registrar out-turn reports and update client portfolios accordingly
• Checking and verifying other team member’s events so as to maintain accuracy and ensure client relationships are preserved via good service

Edinburgh, United Kingdom

• First point of contact for all telephone, email or written enquiries regards to council tax and related regulations
• Managing a daily workload of customer correspondence with respect to daily targets
• Maintaining a working knowledge of current council tax legislation
• Ensuring all enquiries are dealt with in a timeous manner and determine relevant actions and pre-agree these with customers before processing account changes.

Edinburgh, United Kingdom

• Executing UK equity trades with respect to fundamental and technical analysis
• Maintaining an analytical insight to the UK financial markets via current events and stock price movement – technical & fundamental analysis
• Carrying out risk analysis on perspective trades
• Evaluating pricing information and stop loss exposure
• Reconciling broker dealing account on a weekly basis.

Edinburgh, Scotland

• Advising clients on the status of their investment portfolio with respect to current price movement, real time changes in outlook and relative fund performance
• Replying to customer correspondence and telephone enquiries in a timeous manner, to agreed targets, ensuring the highest level of customer service at all times
• Undertaking broad fund analysis and feedback pricing information to clients as required
• Advising on all pensions, OEIC, investment ISA and fixed income business
• Identifying and pursuing premium re-starts for pension related business.

Edinburgh, Scotland

• Advising and recommending on all mortgage and general protection products on a face to face & telephone basis with clients
• Strict adherence to FSA compliance requirements offering best advice at all times
• Processing new business, mortgage and insurance applications to completion
• Maintaining and developing relationships with solicitors, surveyors and new business clientele.

Central Belt, Scotland

• Following leads provided from parent company; lead qualification and visiting clients in their homes at night
• Generating own leads by building relationships with customers and BDMs to maximise sales opportunities
• Mortgage and insurance advising duties akin to those responsibilities at First Mortgage, set out above.

Ba Finance & Business Law, Finance

The finance & Business law programme is a specialist joint degree with equal emphasis given to the subject areas of finance and law. The.

Hnc Legal Services, Law

This course provided me with a basic understanding of Scots law and legal procedures. I built my confidence levels developing competence.

Professional Certificate, Certificate In Immersion Equities Trading & Risk Management

Cemap, Mortgage Advice & Practice

The Certificate in Mortgage Advice and Practice (CeMAP) is a QCF Level 3 UK specific qualification for mortgage advisers (offered by The.