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Jeff Saw Email & Phone Number

Head of Technical Services and Pension Specialist at WEALTH at work
Location: Greater Liverpool Area, United Kingdom, United Kingdom 10 work roles
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Current company
Role
Head of Technical Services and Pension Specialist
Location
Greater Liverpool Area, United Kingdom, United Kingdom
Company size

Who is Jeff Saw? Overview

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Quick answer

Jeff Saw is listed as Head of Technical Services and Pension Specialist at WEALTH at work, a company with 309 employees, based in Greater Liverpool Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jeff Saw.

Jeff Saw previously worked as Head of Technical Services & Pension Specialist at Wealth At Work and Training & Development Supervisor at Sense Network.

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Email format at WEALTH at work

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WEALTH at work

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Profile bio

About Jeff Saw

Jeff Saw is a Head of Technical Services and Pension Specialist at WEALTH at work. Colleagues describe them as "Jeff has an excellent eye for detail and great technical knowledge. He is able to manage complicated projects with ease and he strives to deliver excellence for others." and "Jeff has proven ability at identifying and delivering innovative solutions that generate real business efficiencies, which was recognised when his work was short listed for an award at the 2009 financial services technology awards. He is highly personable, professional and respected by all those at our company who have had the pleasure to work with him over many years."

Current workplace

Jeff Saw's current company

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WEALTH at work
Wealth At Work
Head of Technical Services and Pension Specialist
Liverpool, GB
Employees
309
AeroLeads page
10 roles · 43 years

Jeff Saw work experience

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Head Of Technical Services And Pension Specialist

Liverpool, GB

Head Of Technical Services & Pension Specialist

Current

Liverpool, United Kingdom

- Responsible for the creation, development and operation of paraplanning team providing support to field force of approximately 50 advisers.- Provide technical research and input into projects and new business pitches.- Creation of suitability report templates and automation.- Pension transfer specialist overseeing all transfer business.

Nov 2014 - Present

Training & Development Supervisor

Sense Network

Knutsford, Cheshire

Responsible for delivery of Development Program to Network members throughout the UK as well as supervision of financial advisers.

Jan 2014 - Nov 2014

T&C Supervisor And Pension Transfer Specialist

Leeds, United Kingdom

CF30 Pension Transfer Specialist signing off all pension transfer cases for network.Established Annuity Desk service catering for advised and non-advised channels so ensuring maximum appropriate retirement income achieved for clients.

Aug 2011 - Dec 2013

Managing Director

Ifa Tutor

Established IFA Tutor to provide technical consultancy, training and exam support to Financial Advisers and other industry professionals.

Nov 2009 - Mar 2012

Technical Manager

Developed and implement strategy for online support to financial advisers and sales staff throughout UK. Call volumes reduced by 20%, number of online users increased ten fold and solution shortlisted at Financial Sector Technology awards 2009 in "Best use of business to business e-commerce" category

Jan 2006 - May 2009

Technical Manager (Helplines)

Managed national technical helplines providing complex technical support for financial advisers and support staff. Improved efficiency of resource management across multi-location, multi-channel contact centre.

Jan 2004 - Dec 2005

Training Manager

Devised and implemented training strategy which resulted in development of industry leading technical support service for finanical advisers throughout the UK.

Jan 2002 - Dec 2003
Team & coworkers

Colleagues at WEALTH at work

Other employees you can reach at wealthatwork.co.uk. View company contacts for 309 employees →

FAQ

Frequently asked questions about Jeff Saw

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What company does Jeff Saw work for?

Jeff Saw works for WEALTH at work.

What is Jeff Saw's role at WEALTH at work?

Jeff Saw is listed as Head of Technical Services and Pension Specialist at WEALTH at work.

Where is Jeff Saw based?

Jeff Saw is based in Greater Liverpool Area, United Kingdom, United Kingdom while working with WEALTH at work.

What companies has Jeff Saw worked for?

Jeff Saw has worked for Wealth At Work, Sense Network, 2Plan Wealth Management Ltd, Ifa Tutor, and Standard Life.

Who are Jeff Saw's colleagues at WEALTH at work?

Jeff Saw's colleagues at WEALTH at work include Jane Griffiths, Johnny Leslie, Andy Johnston, Simon Horgan. Dippfs, and Mollie Sheffield.

How can I contact Jeff Saw?

You can use AeroLeads to view verified contact signals for Jeff Saw at WEALTH at work, including work email, phone, and LinkedIn data when available.

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