Jonathan May Email & Phone Number

London, United Kingdom

London, United Kingdom

Witham, Essex, United Kingdom

• Overseeing the money in flow from end to end
• To ensure that all payments and deals are placed within the allotted time frames
• To ensure that all payments in are accounted for and reconciled to the correct clients
• To investigate any queries which the front office team or the regional support team raise in relation to any payments in
• To provide support as an SME to the rest of the New Money team
• Ensure that all payments in are applied to the correct investment strategy

Witham, Essex, United Kingdom

• To ensure a successful integration of the Aegon technology and Cofunds' client book
• This was done by travelling to the Edinburgh office for 4 months and learn Aegon’s systems and processes
• Upon returning to Essex, I was responsible for teaching the new systems and processes in relation to the New Money team
• When we integrated, I became an SME within the newly formed New Money team

Witham, Essex, United Kingdom

• To manage any letters of authorities which are received from IFAs
• To ensure that all client and IFA communication is responded to within a reasonable time frame
• Inputting, manipulating and maintaining IFA records and to perform required service tasks
• To minimise any errors by communicating with various teams throughout operations
• To respond to any email queries from IFAs and clients and escalate minor cases
• Assistance has also been given to the Existing Business dealing team during times of low staff and high work volumes

Witham, Essex, United Kingdom

• To manage various workflows relating to transfers of ISAs and General Investment Accounts into the Cofunds platform
• To investigate any referrals which have been made and process accordingly
• To liaise between IFA & Intermediaries firms and both fund & plan managers
• To process stage 1 and 2 of fund re-registration transfers, including the application of units to client accounts and stage 1 cash transfers.
• To work to a strict SLA and deadlines
• To comply with all up to date HMRC and FCA regulations and procedures including CASS

Witham, Essex, UK

• Liaising with financial advisers and end investors through an inbound call centre
• Resolve and answer generic queries about Cofunds’ products and business processing
• To have a wider understanding of investment based products such as general investment accounts, ISAs and Pension products.
• To help promote the functions of the platform and to assist with any technical queries where applicable
• To resolve any issues through a combination of investigation and problem solving
• To maintain a strong relationship with third party pension providers such as Suffolk Life, AJ Bell and Legal & General.

Witham, Essex, UK

Chelmsford, United Kingdom

Yates's Chelmsford

PC World, Chelmsford