Administered a firm providing contractual services to companies with turnover in excess of £700mMaintained organisational compliance with applicable legislation and regulationsEstablished clear controls for financial administration and business managementServed as official representative of organisation to public groups or government agenciesDirected administration and optimisation of financial operations, payroll and accounting processesStreamlined accounting procedures with dynamic software solutions

Reviewed in excess of 10 client files per dayMade informed, responsible financial decisions and recommendations to aid positive outcomes for Investment and Pension clientsEnsured 100% continued adherence with FSA regulations for consistent financial compliance and secure wealth management provisionsSecured restricted and sensitive financial data, following company policies.Protected client interests when resolving financial mattersConducted investigations into customer and company finances to ensure compliance with Money Laundering Regulations

Grew new business by 100% over a 12 month period, to consistently exceed performance objectivesCarefully developed and managed positive business relationship with major Appointed RepresentativesInfluenced key decision-making and established trust with stakeholdersManaged and coached team of Business Development Executives to build stakeholder relationships and exceed sales targets by over 100%Used exceptional planning and organisational skill to effectively manage a 9 person sales teamDeveloped business strategies through understanding of key marketsLaunched new product lines with strong retail and marketing strategyOversaw and regularly assessed full sales process for sales opportunities and compliance with FSA rulesWorked collaboratively with stakeholders to assess and evaluate desired outcomes, listing possible opportunities to achieve themMaintained thorough market understanding

Developed and managed positive business relationships with IFA'sPlanned and developed strategies to increase sales territory positioning, exceeding company targetsEstablished new accounts through dedicated cold calling and exceptional serviceIdentified needs and offered appropriate products and servicesIncreased year-on-year sales from IFA panel by 100%Maintained thorough knowledge of own and competitor products

Provided reliable administrative support for IFA sales team of 5 and direct sales team of 25+Built rapport with IFA's and direct sales associates to enhance business relationships and provide outstanding customer serviceMonitoring 100% of new business processing from inception to policy issueResolved queries using in-depth product and service knowledgePrepared and distributed customer quotes within target timeframesProvide secretarial service to Sales Branch Manager