Jade Burrows Email & Phone Number

Gloucestershire

- Working towards Sales Targets set by the Commercial Sales Manager.- Face to face and over the phone communication with existing and new customers.- Regular contact with Batchers, Hauliers and Technical team to ensure specifications of both Concrete and Aggregate are inline with customers requirements.- Tender new business, record findings and follow up at appropriate stage.- Use company CRM to ensure all quotes contain correct project and customer details.

Clearwell, Gloucestershire, United Kingdom

Bristol, United Kingdom

• Managing the Discretionary Client Services • Working as a first point of contact for all IFA's and SIPP Trustees• Working with the FCA and creating a regular transaction report • Dealing with full disinvestment requests, setting account to zero commissions• Working with the investment manager to place sale orders for liquid positions.• Generation and monitoring letters of authority and change of agency with SIPP Trustees • Working with project managers to lead training of new systems being implemented• Completing applications to get discretionary clients over to Premium Advisory• Working alongside the complaints department and being a single point of contact for clients• Quality checking folders and files requested by the Financial Ombudsman • Interviewing employees and training them in their day to day duties• Producing new processes and procedures when new systems came into place

Bristol, United Kingdom

• Supervising the work completed by the Client Services department in both the Bristol office and London Head office• Delegating emails to different members of the team• Chairing weekly supervisor meetings to ensure all regional offices had the same procedures• Completing in and out transfer requests for clients• Monitoring and administration of stock deposits and crest transfers• Opening advisory and discretionary accounts along with completing KYC and AML checks• Updating client data, changing commissions for Brokers• Dealing with client money, withdrawals, debits, ISA subscriptions, logging cheques

• Handling client queries via telephone and email• Credit control for outstanding invoices• Organising various client meetings• Meeting new clients to build trust and present company ethos• Presenting investment options to new clients• Advertising and marketing• Planning social events internally and externally for clients