Jonathan R.
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Jonathan R. Email & Phone Number

Head of Migration Services and Programmes at Time4Advice - financial planning and wealth management software
Location: Norwich, England, United Kingdom 11 work roles
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Role
Head of Migration Services and Programmes
Location
Norwich, England, United Kingdom
Company size

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Jonathan R. is listed as Head of Migration Services and Programmes at Time4Advice - financial planning and wealth management software, a with 50 employees, based in Norwich, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan R..

Jonathan R. previously worked as Head of Migration Data Services at Time4Advice - Financial Planning And Wealth Management Software and Data Services Project Manager at Time4Advice - Financial Planning And Wealth Management Software.

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Time4Advice - financial planning and wealth management software

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Profile bio

About Jonathan R.

Unleashing Leadership in Agile Program and Project Management.As a leader, I thrive on envisioning the big picture and steering organizations towards success by aligning program/project roadmaps with business goals. I've championed Agile methodologies across diverse data projects, fostering strong collaboration among developers, designers, marketers, and stakeholders. My adaptability, empathy, and clear communication ease transitions and inspire confidence. I’m passionate about connecting with fellow professionals and exploring collaboration opportunities.

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Time4Advice -  financial planning and wealth management software
Time4Advice - Financial Planning And Wealth Management Software
Head of Migration Services and Programmes
Norwich, GB
Employees
50
AeroLeads page
11 roles

Jonathan R. work experience

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Head Of Migration Data Services

Norwich

Team Management:• Managing a remote team of technical data specialists, assigning tasks and monitoring workloads.• Conducting regular performance reviews and facilitating team members’ skill development and training.• Assisting in recruiting new technical staff when needed.Project Management:• Leading agile project management for the Migration Data Services (MDS) team.• Delivering customer data migration projects based on agreed propositions, scope… Show more Team Management:• Managing a remote team of technical data specialists, assigning tasks and monitoring workloads.• Conducting regular performance reviews and facilitating team members’ skill development and training.• Assisting in recruiting new technical staff when needed.Project Management:• Leading agile project management for the Migration Data Services (MDS) team.• Delivering customer data migration projects based on agreed propositions, scope, schedules, and plans.• Collaborating with Implementation Consultants, Project Managers, and Customers to maintain project backlogs and resource allocation.• Ensuring effective stakeholder communication and reporting.Process Improvement:• Contributing to designing and implementing solutions for efficient and standardized customer implementation processes.• Reviewing and improving customer propositions.Technical Expertise:• Working primarily with Time4Advice data and implementation teams.• Applying knowledge and experience to optimize data migration projects for customer needs and business priorities.Collaboration and Support:• Coordinating with external and internal stakeholders.• Managing team members to deliver high-quality technical services.• Assisting other Time4Advice teams in addressing customer issues.• Supporting Time4Advice internal systems.Knowledge Sharing and Future Development:• Sharing expertise to enhance team performance.• Contributing to designing and developing future Time4Advice services. Show less

Data Services Project Manager

Norwich, England, United Kingdom

Key Accountabilities:• Planned project backlogs, schedules, and resources.• Assisted in scoping and assessing complex projects.• Managed day-to-day agile project execution with development and data services teams.• Delivered new features, integrations, and customer data migration projects.• Resolved issues for customer projects and represented the company in meetings.• Ensured regular stakeholder communications and reporting.Process & Proposition… Show more Key Accountabilities:• Planned project backlogs, schedules, and resources.• Assisted in scoping and assessing complex projects.• Managed day-to-day agile project execution with development and data services teams.• Delivered new features, integrations, and customer data migration projects.• Resolved issues for customer projects and represented the company in meetings.• Ensured regular stakeholder communications and reporting.Process & Proposition Improvement:• Contributed to enhancing project delivery processes.• Reviewed and improved customer project delivery propositions.• Provided input into project roadmaps.Key Skills:• Proficient in Microsoft Project Professional and Azure DevOps.• Data-oriented with excellent problem-solving skills.• Effective team player with strong time management and communication abilities. Show less

Oct 2021 - Oct 2023

Business/Project Analyst

Norwich, United Kingdom

- Working closely with stakeholders and SMEs to understand, challenge and assess business requirements.- Highlighting any risks or issues identified during requirements capture.- Providing support to Technical teams with business insight where required.- Chairing regular meetings with project stakeholders to maintain a clear line of sight with regards to progress and any potential blockages.- Tracking, reporting and communication of project status including risks, actions… Show more - Working closely with stakeholders and SMEs to understand, challenge and assess business requirements.- Highlighting any risks or issues identified during requirements capture.- Providing support to Technical teams with business insight where required.- Chairing regular meetings with project stakeholders to maintain a clear line of sight with regards to progress and any potential blockages.- Tracking, reporting and communication of project status including risks, actions items and issues.- Providing detailed presentations to the SLT and relevant stakeholders in regards to project outcomes and seeking feedback for any potential fine tuning. Show less

Jan 2020 - Oct 2021

Financial Research Analyst

Norwich

- Data interpretation and database entry of up to date Savings and Mortgage information.- Selection and creation of Moneyfacts "Best Buy" charts sent to national newspapers on a weekly basis.- Production of Savings and Mortgage product news.- Data set creation.- Communication to Savings and Mortgage providers regarding recent product changes, queries and best buy notifications.- Responsible for creating an automated daily report via Excel and Outlook detailing previous… Show more - Data interpretation and database entry of up to date Savings and Mortgage information.- Selection and creation of Moneyfacts "Best Buy" charts sent to national newspapers on a weekly basis.- Production of Savings and Mortgage product news.- Data set creation.- Communication to Savings and Mortgage providers regarding recent product changes, queries and best buy notifications.- Responsible for creating an automated daily report via Excel and Outlook detailing previous days operational performance.- Responsible for the creation of a Best Buy calculator via Excel which enables simultaneous product comparison.- Implementation of numerous "shortcut" macros via Excel and Visual Basic to enable streamlining of operational BAU tasks. Show less

Jan 2015 - Mar 2019

Forecasting And Data Management Consultant

Norwich, United Kingdom

- Call forecasting for Aviva Motor and Home Insurance call centres. - Maintenance and running of call forecasting models in Microsoft Excel and Access.- Presentation of forecasting results on a monthly basis to senior management using Microsoft Powerpoint.- Trend Analysis of customer call patterns.- Budget reporting for Aviva General Insurance Operations.- Performing quality checks of the Operations Planning Team reports.- Providing analysis of current and projected… Show more - Call forecasting for Aviva Motor and Home Insurance call centres. - Maintenance and running of call forecasting models in Microsoft Excel and Access.- Presentation of forecasting results on a monthly basis to senior management using Microsoft Powerpoint.- Trend Analysis of customer call patterns.- Budget reporting for Aviva General Insurance Operations.- Performing quality checks of the Operations Planning Team reports.- Providing analysis of current and projected Operations staffing levels. Show less

Jan 2011 - Nov 2013

Financial Modelling And Reporting Consultant

Norwich, United Kingdom

- Building and maintenance of Aviva gross written profit financial models in Microsoft Excel.- Collation and production of Aviva Financial Key Performance Indicator book on a monthly basis.- Arranging and conducting of Aviva General Insurance monthly performance meetings.- Prioritisation and justification of Aviva UKDI Small Enhancement requests. (IT change requests)- Production of detailed information packs that were used across the business due to the level of accuracy and… Show more - Building and maintenance of Aviva gross written profit financial models in Microsoft Excel.- Collation and production of Aviva Financial Key Performance Indicator book on a monthly basis.- Arranging and conducting of Aviva General Insurance monthly performance meetings.- Prioritisation and justification of Aviva UKDI Small Enhancement requests. (IT change requests)- Production of detailed information packs that were used across the business due to the level of accuracy and standard of information.- Reduced Small Enhancement (IT Change) request list through effective prioritisation and scoping, thus reducing costs for the business. Show less

Jan 2006 - Jan 2011

Senior Complaints Co-Ordinator

Norwich

- Dealing with escalated complaints made by customers and Financial Advisors.- General supervision of the Complaints team members.- Assessment and allocation of Customer and Financial Advisor complaints to Complaints Co-ordinators.- Quality checking of complaint investigations carried out by Complaint Co-ordinators.- Responsible for making sure all FCA time-scales were adhered to in regards to every complaint case received.- Responsible for management of Complaints… Show more - Dealing with escalated complaints made by customers and Financial Advisors.- General supervision of the Complaints team members.- Assessment and allocation of Customer and Financial Advisor complaints to Complaints Co-ordinators.- Quality checking of complaint investigations carried out by Complaint Co-ordinators.- Responsible for making sure all FCA time-scales were adhered to in regards to every complaint case received.- Responsible for management of Complaints database.- Production of data reports in regards to complaint cases.- Point of contact for procedural assistance. Show less

Jan 2005 - Jan 2006

Complaints Co-Ordinator

Norwich

- Detailed investigations into Policyholder and Financial Advisor complaints.- Providing detailed written resolutions using Microsoft Word.- Handling complaint related phone inquiries from Policyholders and Financial Advisors.- Point of contact for help with databases and spreadsheets.

Jan 2003 - Jan 2005

Contact Centre Operative

Norwich, United Kingdom

- Dealing with Life and Pension Policy enquiries from Policyholders and Financial Advisors.

Jan 2002 - Jan 2003
Team & coworkers

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FAQ

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What company does Jonathan R. work for?

Jonathan R. works for Time4Advice - financial planning and wealth management software.

What is Jonathan R.'s role at Time4Advice - financial planning and wealth management software?

Jonathan R. is listed as Head of Migration Services and Programmes at Time4Advice - financial planning and wealth management software.

Where is Jonathan R. based?

Jonathan R. is based in Norwich, England, United Kingdom while working with Time4Advice - financial planning and wealth management software.

What companies has Jonathan R. worked for?

Jonathan R. has worked for Time4Advice - Financial Planning And Wealth Management Software, Moneyfacts Group Plc, and Aviva.

Who are Jonathan R.'s colleagues at Time4Advice - financial planning and wealth management software?

Jonathan R.'s colleagues at Time4Advice - financial planning and wealth management software include Hannah Jones, Richard Brian, Maisie M., Steven Beresford, and Emily Philpott.

How can I contact Jonathan R.?

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