• Pensions specialist• Processing client letters of authority to providers, reviewing plan information and obtaining any missing information in a timely manner. • Updating FPs, FPAs and CSEs with progress on data collection. • Inputting, attaching and maintaining client information on Adviser Office and RFP systems as required. Ensuring BI can be obtained as needed. • Operating the processes for receipt of adviser charges/commissions to ensure correct and timely client charging and the efficient income for the company and correct financial reporting collection. • Contributing to the collating/updating Agency agreements with providers, as well as setting up new users on 3rd party platforms. • Completing projects on an ad-hoc basis for RFP

• Deliver service excellence, protecting client’s assets and ensuring regulation compliance.• Provides a reliable service to clients, investment managers and counter parties.• Manage the transfer of client assets ensuring their completion is accurate and timely from cradle to grave.• Independently managing 40-50 client transfers and assist in User Acceptance testing of IT systems.• Prepare and review documentation for assets to adhere to SLAs, exceeding team targets and personal objectives.• Maintain data quality and integrity, escalating CASS-related issues.• Built and maintained strong relationships with internal and external stakeholders.

• Organise high-capacity events, drawing over 3000 attendees weekly at Liverpool’s largest nightclub.• Asses potential risks and implement effective contingency plans, crucial for identifying and mitigating financial risks.• Proven track record of safeguarding financial interests through proactive risk management.• Display adept problem-solving skills, particularly in situations requiring quick thinking and adaptive solutions.• Applied negotiation skills in securing contracts, prices, and terms with diverse vendors and suppliers.

• Collaborated within a team to prepare pension scheme accounts.• Assisted in managing pensioner payrolls, cash books and self-assessment tax returns.• Liaised daily and developed relationships with auditors, investment managers and clients.• Successfully managed tasks under the pressure of approaching tax year-end deadlines, enhancing my analytical thinking and problem-solving skills, while achieving 100% of KPI’s.• Understood and resolved customer complaints in a professional and timely manner.

• Supported AstraZeneca’s Operations strategy by establishing supply chains for 9 different drugs, leading 14 suppliers across 18 countries. • Carried out data collection and analysis, supply chain strategies, forecasted orders (up to 15 years in advance) to meet demands and optimised operational resources for each drug. • Extensive use of SAP, Teams, and Microsoft Office.• KPI’s continuously met for operational responsibility of supply from one or more suppliers and the associated customers. • Developed customer relationship with regular calls and communication to ensure all their needs were met and surpassed as much as possible.• Held operational responsibility for supply from suppliers and customers, operating within a global team primarily based in Sweden, with the authority to make decisions to ensure timely supply of products and lead in continuous improvement of business processes.

• Handled non-urgent calls in relation to COVID-19 and signposted to the appropriate service.• Undertook technical and administrative duties.• Promoted to Positive case calls entailing public health risk assessments and situational analysis.