Emily Archer Email and Phone Number
I have worked in retail and the financial services for over 20 years. Before joining H-J Wealth Planning, I held multiple management positions for major retail, banks, and Insurers. I am currently serving as Senior Client Support Specialist at H-J Wealth Planning Ltd, providing full administrative support to the Managing Directors and Financial Planners. I pride myself in delivering a high level of client care and service to our clients. I am currently studying towards achieving my level 5 qualification in financial services, from the Chartered Insurance Institute.
H-J Wealth Planning Ltd
View- Website:
- hjwealthplanning.co.uk
- Employees:
- 4
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Practice ManagerH-J Wealth Planning Ltd Sep 2023 - PresentBirmingham, England, United Kingdom -
Senior Client Support SpecialistH-J Wealth Planning Ltd Mar 2023 - Sep 2023Harborne, England, United Kingdom -
Mortgage AdministratorSelf-Employed Jan 2021 - Apr 2023
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Practice ManagerPalatine Financial Planning Ltd Jan 2021 - Apr 2023 -
Insurance AdministratorNfu Mutual Mar 2019 - Dec 2020I really enjoyed my time working at NFU Mutual as it was a customer focused admin role. My responsibilities were as following:• Review and process amendments to policies arising from changes to cover and circumstance, seeking opportunities for cross-selling, meeting the customer service standards and ensuring cover is appropriate,• Manage my own Microsoft Dynamics tasks and activities as well as the branch’s.• Deliver and contribute to the effective and efficient running of the… Show more I really enjoyed my time working at NFU Mutual as it was a customer focused admin role. My responsibilities were as following:• Review and process amendments to policies arising from changes to cover and circumstance, seeking opportunities for cross-selling, meeting the customer service standards and ensuring cover is appropriate,• Manage my own Microsoft Dynamics tasks and activities as well as the branch’s.• Deliver and contribute to the effective and efficient running of the Branch including managing and directing correspondence, stationery and filing, to maintain customer relationships, to enhance and protect NFU Mutual’s reputation and brand.• Identify, analyse and collate data relating to existing customers to generate prospects for General Insurance products and potential cross-selling opportunities for RMS and Life sales.• Collate, analyse and evaluate information for existing target customers to promote and sell, within licensed authority commercial and private General Insurance products, ensuring compliance with sales quality and advice standards and regulatory requirements.• Investigate, consult on and process claims, within licensed authority, applying criteria to prevent loss and fraud, meet customer service standards and identify opportunities for new business.• Check, process and manage accounting transactions, including premium collection, policy cancellation refunds and non-payment of premiums, to prevent loss, prevent money laundering, meet customer service standards and maintain profitable growth.• Maintain own knowledge and skills to sell professionally and compliantly, delivering a consistently good experience to customers to meet the requirements and standards of NFUM, T&C scheme and our regulators.• I would answer the office phone, emails and walk-ins. Show less -
Personal Banking ManagerLloyds Banking Group Jul 2004 - Sep 2010West Midlands, England, United Kingdom
Frequently Asked Questions about Emily Archer
What company does Emily Archer work for?
Emily Archer works for H-J Wealth Planning Ltd
What is Emily Archer's role at the current company?
Emily Archer's current role is Practice Manager at H-J Wealth Planning Ltd.
Who are Emily Archer's colleagues?
Emily Archer's colleagues are Simon Carswell Dippfs, Ravitta Jisdhaul Dippfs, Alex Phillips Cert Cii(Mp), Kerry Holden-Jones.
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Emily Archer
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Emily Archer
Client Operations Manager | Resourcing | Knowledge Management | Content Production At Elev-8 PerformanceDunsfold1elev-8.co.uk
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