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Grant Rose Email & Phone Number

Portfolio Manager at Universal Partners
Location: Royal Tunbridge Wells, England, United Kingdom 11 work roles 2 schools
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Current company
Role
Portfolio Manager
Location
Royal Tunbridge Wells, England, United Kingdom
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Who is Grant Rose? Overview

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Grant Rose is listed as Portfolio Manager at Universal Partners, a with 19 employees, based in Royal Tunbridge Wells, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Grant Rose.

Grant Rose previously worked as Senior FX Consultant at Worldwide Currencies and FX Consultant at Worldwide Currencies. Grant Rose holds Electrical And Electronics Engineering, Pass from West Kent Collage.

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Universal Partners

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Profile bio

About Grant Rose

Having come from a long career within the financial services sector at management level, I have extensive experience managing large teams and developing sales lines to increase profitability and customer experience. I’m a target driven and results orientated person and strive to inspire those around me. Key Skills:• Extensive background in management• High level of financial services experience• Highly sales and target driven• Excellent customer service • High level of attention to detail• Advanced spread sheets and Excel knowledge• Marketing, promotions & telecommunications• Effective negotiator• Process Improvement and change management Extensive background in customer services including sales, marketing and promotions. I have excellent communication skills, maintain positive relations with staff and customers in high volume, fast paced operations. A Proven ability to handle currency and financial transactions accurately and resolve discrepancies promptly. I'm familiar with spread sheets, Excel, and most Office applications. Personal Objective:To promote a successful business, excel myself in the profession I have chosen and to provide a high standard of professionalism and service to customers, fellow employees as well as management teams & completing tasks in the given time frame. I am also looking to gain qualifications and learn new skills with an aim towards a satisfying and well paid career.

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Grant Rose's current company

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Universal Partners
Universal Partners
Portfolio Manager
london, england, united kingdom
Website
Employees
19
AeroLeads page
11 roles

Grant Rose work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current

Canary Wharf, London

At Universal Partners FX we are experts at transferring money around the world. Based in the heart of Canary Wharf we specialise in foreign exchange and risk management.Using our purchasing power, we are able to achieve sharper pricing from global banks, liquidity providers, and counterparties to consistently deliver real value. We offer one of the most comprehensive ranges of foreign exchange products and services in the UK, from our risk management tools to our bespoke hedging solutions, dedicated dealers to our state-of-the-art online platform.At Universal Partners FX we work with CFOs, audit committees, and businesses owners, of both publicly traded and privately held companies throughout the EMEA region. Our service allows our clients to optimize their foreign exchange exposure through a variety of strategies that align our business interests with our client’s needs.Our product range equips our clients with a comprehensive portfolio of foreign exchange tools to allow for efficient hedging against market volatility.

Dec 2023 - Present

Senior Fx Consultant

As a Senior FX Consultant, I have proven myself as a highly capable salesperson, an excellent trader, and someone who has the knowledge and expertise to help others progress. In addition to my previous two roles within Worldwide Currencies, I work even more closely with business development team members and junior traders, mentoring those working toward the same position, also ensuring all daily tasks are well planned and complete in adequate time frames.As part of my overall duties, I am involved in management discussions that help drive team successes. This includes, but is not limited to, aiding management with interviewing and recruitment. I also ensure daily reports are well managed within the team, and payments are complete within times scales set, keeping customer service at the forefront of what we do. Email: Grant.Rose@worldwidecurrencies.com

Apr 2022 - Dec 2023

Fx Consultant

London, United Kingdom

As an FX Trader, additional to on-boarding new clients with a sales mind-set, my duties now move onto maintaining client relationships with clients (corporate & private), booking currency trades & offering our proactive, personal approach from the start. My expertise enables me to continue to assist with all international currency transfer needs, also offering the most competitive exchange rates available in the market.

Oct 2018 - Apr 2022

Fx Sales

London, United Kingdom

Working with a leading name in foreign exchange, I on-board new cooperate clients offering our proactive, personal approach from the start.As an FX Sales Consultant, my duties are to highlight how we differ from our competitors, outlining the services we offer and the exchange rates we may give on international transfers (in and out of UK) by running comparison reviews vs a clients current provider.

Mar 2018 - Oct 2018

Supplier Performance Executive, Supply Chain

Location Independent

As a supplier performance executive, my main duties are to monitor performance with a customer centric mind-set for all suppliers used with in AXA motor’s operational areasFurther to this, I will compile any issues that may arise and report them to the supply chain team/manager(s), also focusing on positives, in a timely manner in preparation for any scheduled meetings that are booked with the supplier and supply chain team• Responsible for collating business requirements in relation to service expectations, e.g. Supplier SLA’s within the respective Operational areas• Set up and conduct periodic reviews with suppliers targeting any service issues and appropriate remedies for service failures documenting outputs (minutes/agreed actions) as appropriate• Act as escalation point (both internal & external) for operational queries or complaints relating to suppliers’ service delivery within the Operational area and liaise with appropriate people to resolve• Maintain excellent working relationships with the Supply Chain Manager to share performance data and support supplier development strategies within Operational areas• Responsible for smooth on-boarding of new suppliers within Operational area’s including communication plans, access to systems and access to appropriate guidance• Support the development of excellent Supplier relationships by helping to ensure on time payments and help to mitigate late payment within the operational area• Develop & monitor feedback mechanisms to assist in assessing Supplier performance & work in partnership with Suppliers to improve the service with the Operational area• Benchmark & analyse supplier performance using MI as well as customer and operational feedback, encouraging a culture of continuous improvement• Work closely with Suppliers to develop Suppliers’ understanding of AXA’s processes & Values, sharing relevant information & guidance where appropriate

May 2016 - Mar 2018

Claims Change Executive

Axa

Tunbridge Wells, Kent

As a claims change executive, my main duties are to identify changes and suggest improvements to operational processes and systems. I do this by communicating with our internal teams and managers as well as conducting my own thorough data analysis, particularly Root Cause Analysis of customer feedback• I co-ordinate with business representatives, business analysts and our wider IT team to ensure system changes meet requirements and are developed to the best advantage of our Motor claims team based in Tunbridge wells• To conduct this role in an organised manner, I prepare timebox plans, detailing accountabilities and committing to the work the Change Team will deliver in a set period• Support the implementation of multiple operational and system changes at any one time• Communicate change progress to the local management team and wider operational teams, including preparation of documentation where required• I also arrange and support testing (UAT/BVT), including arranging involvement of Operational teams when required, of all system changes to ensure they meet requirementsTesting can take place out of normal office hours so I ensure I am available to provide support where required. From this its vital that changes that ‘go live’ that system performance is monitored and log/report any issues immediately.

Jul 2015 - May 2016

Customer Care Team Leader

Tunbridge Wells, Kent

With a revamp from a previous Motor Support Function, I have taken the MSU Support Team and redeveloped our skillset, now the Customer Care Team, our aim is to be a one call resolution service, and our key is to be proactive and not reactive, ensuring world class customer service is supplied at each customer key touch point of our claim processManaging a team of 16 multi-skilled professionals of blended inbound and outbound staff during each shift pattern taking responsibility for discipline and correct functioning, providing motivation & oversightPart of my overall duties are to manage staff ensuring targets are met and the expected service is suppliedTo ensure our systems and processes work in such ways to ease our daily tasks ensuring workloads are better managed, working with an aim of automationI managed complaints, meet deadlines and targets, communicate with suppliers, maintain safety and security data collaboration, working within current legislation, complying with company procedures and policies and liaise with management on a day to day basis to provide reports.

Oct 2014 - Jul 2015

Motor Service Unit Support Team Leader

Tunbridge Wells, Kent

Management of two teams that consists of one team that liaise between our customers, engineers and our large number of network repairers, as well as a second team with negotiating skills that control costs on recovery and storage payment requestsPart of my overall duties are to manage complaints, meet deadlines and targets, communicate with suppliers, maintaining safety and security data collaboration, working within current legislation, complying with company procedures and polices and liaise with management on a day to day basis to provide reportsTo also lead a team of 20 multi-skilled professionals of blended inbound and outbound staff during each shift pattern taking responsibility for discipline and correct functioning, providing motivation, oversight, training and development as required to support creation of a high performing workforce

Oct 2013 - Oct 2014

Accounts Team Leader

Tunbridge Wells, Kent

Manage the payments to all repairers, suppliers & Customers to the value of £53 million PA of accidental damage claims, this consists of managing on average some 2500 completed tasks on a weekly basis split between 8 team membersPart of this role is to meet deadlines and targets, the handling of invoices, communicating with suppliers, maintaining safety and security data collaboration, working within current legislation, complying with company procedures and policies and liaise with management on a day to day basis to provide reports..

Jan 2011 - Oct 2013

Accounts Advisor

Tunbridge Wells, Kent

Follow processes to ensure invoice payment requests (Vehicle repairs) are audited and accurately paid within a timely manor meeting deadlines set by reporting line. Good communication skills with a key to focus on the customer, maintaining part of the customer journey expectations in order to meet all key performance indicators.

Nov 2009 - Jan 2011

First Notification Of Loss Advisor

Tunbridge Wells, Kent

Receiving and managing inbound calls, logging claims, dealing with customer and colleague queries and instructing suppliers. Management of a portfolio of claims ensuring customers are regularly updated to meet company procedures and customer expectations.

May 2008 - Nov 2009
Team & coworkers

Colleagues at Universal Partners

Other employees you can reach at upfx.co.uk. View company contacts for 19 employees →

2 education records

Grant Rose education

Electrical And Electronics Engineering, Pass

West Kent Collage

Electrical Engineering is a field of engineering that generally deals with the study and application of electricity, electronics.

Gcse'S, Multiple Grades

Tunbridge Wells High School

Secondary School Qualification's

FAQ

Frequently asked questions about Grant Rose

Quick answers generated from the profile data available on this page.

What company does Grant Rose work for?

Grant Rose works for Universal Partners.

What is Grant Rose's role at Universal Partners?

Grant Rose is listed as Portfolio Manager at Universal Partners.

Where is Grant Rose based?

Grant Rose is based in Royal Tunbridge Wells, England, United Kingdom while working with Universal Partners.

What companies has Grant Rose worked for?

Grant Rose has worked for Universal Partners, Worldwide Currencies, Axa Insurance Uk, Axa, and Axa - Direct & Partnerships.

Who are Grant Rose's colleagues at Universal Partners?

Grant Rose's colleagues at Universal Partners include William Harris, Will Robinson, Jane Liang, Oliver Marston, and Aimée Calvert.

How can I contact Grant Rose?

You can use AeroLeads to view verified contact signals for Grant Rose at Universal Partners, including work email, phone, and LinkedIn data when available.

What schools did Grant Rose attend?

Grant Rose holds Electrical And Electronics Engineering, Pass from West Kent Collage.

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