Janet Wright Email & Phone Number

Newcastle Upon Tyne, United Kingdom

I am responsible for various administration roles as well as being the dedicated point of contact to provide support to the Wealth management partners, clients and the sales team in this fast-moving environment where confidentiality is strictly adhered to and considered a primary priority under data protection law.Communicating with the advisers in respect of new and existing buyout enquiriesProviding a full and detailed explanation of the buyout requirements and processes Complete… Show more I am responsible for various administration roles as well as being the dedicated point of contact to provide support to the Wealth management partners, clients and the sales team in this fast-moving environment where confidentiality is strictly adhered to and considered a primary priority under data protection law.Communicating with the advisers in respect of new and existing buyout enquiriesProviding a full and detailed explanation of the buyout requirements and processes Complete the analysis of the adviser’s clients to ensure they reach the criteria of the proposition and ensure there is no risk to the companyLiaise with the board of DirectorsIssue letters and contractsAct as point of contact for any queries raised by adviser or clientUpdating databases with confidential and relevant informationResponsible for collating the figures from other departments and sending the figures over to the Senior ManagementManaged the commissions team responsible for 400 financial advisers ensuring payment was made in an accurate and timely manner Show less

Manchester, United Kingdom

Managed invoice payment to vendorsResolving export issues by coordinating with customers and customs officialsDealing with customers queries and maintaining contact with them through the tracking process of their shipment Liaised with hauliers in the UK and Europe to organise the import and export of goodsManaging effective responsiveness to customer problems within the agreed standard service level agreements

Manchester, United Kingdom

Managing dispatch of shipments to customer’s in a timely manner to meet service level agreementsLiaised with customers and administered shipment documents for exportManaged scheduling of large shipments for customersCreating invoices to send to accounts for paymentTaking telephone orders making sure they are relayed effectively to the correct team

Warrington, United Kingdom

Management of payroll system supporting approximately 5000 employeesResponsible for 9 direct reportsPreparing reports for senior managementCoordinated operations and managed all administrative issues within the payroll and HR department