James Bateman Email & Phone Number

Bristol, England, United Kingdom

• Deal with queries from clients and other parties.
• Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct.
• Work with the Advisers to understand the client’s objectives, identifying and obtaining the information necessary to assist with the financial report.
• Liaise with product providers and other third parties to acquire additional information that may be required to formulate recommendations.
• Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary.
• Obtain information, quotes, illustrations and product details.

Bristol, England, United Kingdom

• Duties include processing and monitoring new business applications, liaising with clients and product providers, maintaining back office system, strict diary/task management for all cases submitted and providing.
• Review and streamline business processes ensuring minimal errors and maximum efficiency.
• Train new and existing members of staff (assisting with queries)
• Assist with interviews of potential employees.
• Act as a subject matter expert/point of reference (where possible) for IT and Intelligent Office queries. areas such as configuration, branding, access, risk/compliance, fee invoicing, creating templates/MI. I am keen.
• Ordering and maintaining stationary levels in office

Bath, England, United Kingdom

• Duties include processing and monitoring new business applications, liaising with clients and product providers, maintaining back office system, strict diary/task management for all cases submitted and providing.
• Review and streamline business processes ensuring minimal errors and maximum efficiency. (New business, compliance recording)
• Train new and existing members of staff (assisting with queries)
• Assist with interviews of potential employees.
• Maintain the company website (place articles, add staff photos and profiles)
• Act as a subject matter expert/point of reference (where possible) for IT and Intelligent Office queries. areas such as configuration, branding, access, risk/compliance, fee invoicing, creating templates/MI. I am keen.

Bath, United Kingdom

Client Services Administrator Due to IFA/Regional Sales Manager demand the creation of an outbound pipeline management team attending to both cash and in specie transfers was created. The team consists of 3 x administrators responsible for managing the pipeline, liaising with ceding providers, fund managers and intermediaries to ensure the transfer of.

Bristol, United Kingdom

To provide quality pre sales support to both face to face and telephone based Sales Consultants, as well as supporting key Intermediaries helping the department achieve defined sales targets. Key Accountabilities include: Providing sales support for new enquiries and existing cases, Acting as the point of contact for Intermediaries when Consultants are.

Bradley Stoke, Bristol

To develop and maintain productive and effective business relationships with panel IFA’s, attending to illustration requests, queries, pre-post sale barriers and general enquiries on a range of Aviva product and services including; Aviva E-Commerce services such as the Adviser Portal and Pension Tracker. Product solutions such as bonds and collective.

Bristol, United Kingdom

(2006-2008: Hanham Branch) September 2006 saw the opening of the Hanham office offering Residential, Commercial, Auction, Lettings/Management and Mortgage brokering services. I was involved in the set-up and productivity of the business and was appointed Senior Sales Negotiator. I held responsibilities within the office including; market appraisals.

Bristol & Bath, United Kingdom

Originally based in Whitchurch as a customer service adviser dealing with cash in and out, account openings and lead generation I later gained a promotional position as Customer Advisor, based at the Bath branch. Held responsibilities for advising customers on the most suitable savings, investments and mortgage products available whilst realising.

Bristol, United Kingdom

Inputting annuity contracts onto the company payments system, dealing with internal and external enquiries, communicating with other departments.