Gemma Andem Email and Phone Number
After having worked in the financial services industry for over 15 years, I took the decision to follow my passion for numeracy. So, I now have growing a knowledge in the accountancy sector.I can say I have patience and pose, and a meticulous manner, even under pressure. I am a good time-keeper with a calm yet professional attitude.I enjoy working as part of a team but also have the initiative to achieve results on my own.I have good basic overall IT knowledge, including most Microsoft packages. I am able pick up new client management systems quickly.
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Accounts AssistantKitson Recycling Limited Jan 2024 - PresentUnited KingdomKitson Recycling Ltd offers a comprehensive range of services to assist in complying with legislation that all non crop residue waste must be disposed of according to Environmental laws, which state that it is illegal to tip, bury or burn agricultural waste on farms. -
Office/Operations ManagerDrumcross Haulage Nov 2022 - PresentWinchester, England, United KingdomDrumcross Haulage and Logistics are Hampshire based hauliers specialising in transporting containers and fridges across Great Britain for household names. -
TreasurerSt Bede Home & School Association Nov 2021 - PresentWinchester, England, United KingdomSt Bede HSA exists to help provide closer links between home and school and it is an excellent way to bring staff and parents together socially, in support of the school, working towards a common goal, made up of a committee, volunteers, and class reps.Funds raised have been spent on equipment and resources to enhance our children’s educational experience. Like most PTAs, the majority of funds raised are through donations and the events we run.
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Ifa Compliance OfficerJcf Financial Services Ltd Sep 2016 - Dec 2017Winchester, Hampshire, United KingdomProviding financial services compliance, which included gold plated file reviews and T&C oversight for an independent wealth/financial adviser. I ensured policies and procedures were kept up to date and adhered to, along with financial promotion and register reviews. -
Senior Ifa AdministratorPrimary Financial Solutions Ltd Jun 2016 - Sep 2016Corhampton, Hampshire, United KingdomI provided PA support to a senior financial planner, whilst also carrying paraplanner duties and administration. I dealt with 'letters of authority', process any new business and completed calculations and fund research were needed.I also completed gold plated file reviews on pension and investment business, under the network (Quilters) policy. -
Senior Mortgage AdministratorPrimary Financial Solutions Ltd Jan 2013 - Jul 2016Bishops Waltham, Southampton, HampshireI completed 'Decision/Agreement In Principles' and processed mortgage applications, through to mortgage offer and completion. This was carried out by liaising with clients, advisers, lenders and 3rd parties.I also completed gold plated file reviews on mortgage business, protection and home insurance, under the network (Quilter) policy. -
Senior ParaplannerPrimary Financial Solutions Ltd Aug 2009 - Oct 2012Romsey & North BaddesleyWith the same adviser, then known as 'Vision Financial Management' (closed business)I prepared 'Suitability Letters/Reports' on behalf of financial advisers, which included completing calculations and fund research.I then processed pension and investment business delivered by financial advisers, whilst delivering gold standard customer service with advisers, providers and clients, through to completion of business.I processed letters of authorities and requested information from DC providers and DB schemes. I also provided the on-boarding and training to new support staff, telesales members, and financial advisers, to ensure systems and processes are clear and transparent, therefore ensuring any risk is eliminated. Following networks (ntrinsic now Quilter) policy. I lead a team, which included carrying out appraisals and personal development plans with support staff. -
Senior Ifa AdministratorPrimary Financial Solutions Ltd Apr 2008 - Jul 2009Southampton, United KingdomWith the same adviser, then known as 'UK Personal Finance' (closed business)I created and developed a financial reviewing process, with the financial adviser I supported, which included designing processes and procedures, fee structures, and documentation, including writing suitability letters/reports.I enjoyed liaising with stakeholders, including financial advisers, managing directors, providers and clients. I enjoyed building relationships with business development managers and internal colleagues.I learnt about DB and DC pensions schemes along with investments.I followed and actioned this until it grew a large client bank and robust team and process. -
Mortgage & Protection AdministratorMortgage Warehouse (Gb) Ltd (Closed Business) Apr 2006 - Feb 2008Southampton, United KingdomI completed mortgage agreement/decision in principles (AIPs/DIPs)', and full mortgage applications, including self-build mortgages.I produced many protection quotations for Home Insurance, Life, Critical Illness and Income Protection. Then processed any new business received from these.I liaised with lenders, providers, packagers, networks, accountants, solicitors and of course clients.I checked mortgage offers, then corresponded with solicitors and estate agents, through pre and post completion.
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Insurance Administration ManagerSantander Jan 2003 - Apr 2006Whiteley, HampshireOur office moved and rebranded 'Santander'.As head of the Home Insurance (Buildings, Contents and ASU) department of the South of England, I needed to attend director meetings in the insurance head office in Bradford, I produced KPI reports for senior management, I also provided support and training to new and old staff on all levels, and ensured smooth running of the process throughout.I processed application forms (received from mortgage advisers) and issued personalised correspondence to all clients and advisers/intermediaries.I was also responsible for dealing with any complaints, that would come into the department, following procedures and timescales provided by the Financial Ombudsmen (FOS). -
Mortgage Underwritting AdministratorAbbey National May 2002 - Jan 2003Fareham, HampshireThis was an administration position within the 'intermediaries' side of Abbey.As mortgage applications were received from mortgage advisers I would check and process the forms and supporting paperwork, which also included scanning and returning documents.I also got involved in banking section where the cheques were registered and cleared etc, this included balancing the figures at the end of each week, month, quarter and year. I processed card payments through a card machine where needed.The banks brand changed from Abbey National to Abbey. Many people were made redundant, thankfully I wasn't. -
Finance AdministratorFox Garden Machinery Jun 2000 - Jan 2002Bishops Waltham, SouthamptonAll round clerical supporting for a local garden machinery retailer. A friendly, personal and professional local service for all garden machinery needsMy responsibilities included issuing invoices, sales and purchase ledger.I also carried out stock check, to ensure the inventory was kept up to date.I attending meetings within large organisations, which included Honda and STIHL. I liases with many others including Black&Decker, Husqvana, Mountfield, and John Deere to name a few.I assisted in carrying out end of month and year end figures for the business and its stakeholders.I also contacted customers to organise annual services in the diaries. -
Junior Finance AdministratorFocus Finance Limited Jan 1999 - May 2000Hedge End, SouthamptonI proydly completed an NVQ2 in administration here. I helped provide an amazing administration service, within a leasing brokers, helping to arrange leasing finance for companies.I carried out basic office duties, which included laminating sales bookletd, shredding confidential waste, binding agreements and printing many documents.I learnt letter writing skills and helped prepare and issue mailshots, using Word.I was also responsible for sending and receiving of post.I received brief training in telesales and communication.
Gemma Andem Skills
Frequently Asked Questions about Gemma Andem
What company does Gemma Andem work for?
Gemma Andem works for Kitson Recycling Limited
What is Gemma Andem's role at the current company?
Gemma Andem's current role is Operations / Administration / Accounts / Compliance.
What schools did Gemma Andem attend?
Gemma Andem attended Aat, Hfonline, Hfonline, Eastpoint Training, Swanmore Secondary School.
What skills is Gemma Andem known for?
Gemma Andem has skills like File Review, Anti Money Laundering, Compliance Regulations, Document Management, Retirement Planning, Financial Services, Pensions, Finance, Financial Advisory, Microsoft Excel, Insurance, Income Protection.
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