Julie Evans Email & Phone Number

Glasgow, Scotland, United Kingdom

Glasgow, Scotland, United Kingdom

In addition to my extensive PA duties and operational oversight, I was tasked with maintaining our income tracker and monitoring expectations. To this end my additional responsibilities included, but were not limited to: - Ensuring all income was reflected as accurately as possible. - Running a monthly billing call with my fellow billing supporters to allocate the invoices. - Issue regular reminders to those responsible for pulling together the bills, and chase where necessary. - Schedule and attend a weekly finance call to provide regular feedback on progress, flag any issues and highlight anything pertinent to attendees (senior team). - Respond to any ad hoc queries from the Business Manager, Head of Business Unit, or Finance Partner in a timely manner.- Reconcile the income figures each month from NetSuite and report back any anomalies to our Finance team.

Glasgow, Scotland, United Kingdom

In this role I provided personal assistant support to a number of senior consultants and Partners within the IFS business unit. Day to day activities included regular catch-ups, team meetings, diary management, travel, expenses, conference calls with internal and external parties.I was Secretary on two Boards. One a firmwide Board, the second an IFS Operational Board where I liaised closely with the Chair to formulate an Agenda, issue agreed Agenda, minute, then log and chase outstanding actions. For both, I ensured all minutes and actions were stored in a restricted location and the Terms of Reference updated regularly.I was (almost) solely reliable for managing our opportunity pipeline and attended weekly calls to update on new and existing opportunities. They were recorded centrally and Dynamics 365 updated as appropriate. I reconciled our opportunity tracker monthly, raising any discrepancies with the relevant Client Director. Working closely with our Finance business partner, I supplied information when requested pertaining to the pipeline which forms part of a regular business pack circulated to the wider Leadership.Additional roles held: BCP (Business Continuity Plan) and CBR (Core Business Requirements) Representative. NetSuite Superuser. Dynamics 365 Superuser. I benefitted greatly from dealing with stakeholders across all areas of the firm having held a Wellbeing Champion role for 3 years. I was also a member of the Marketing operational team for over 5 years before rotating on to a People operational role.

Glasgow, United Kingdom

For the second time in my career I was drawn to the lights of a big city firm and wanted to head somewhere other than a sandwich truck on my lunch break. My IFA background served me well but the position was akin to a Personal Assistant / Teams Sales Support, to both the Key Account Manager and Head of Scotland and Northern Ireland Sales team, providing additional support for all 13 consultants specialising in pension, risk, and medex across 4 offices; Glasgow, Edinburgh, Aberdeen and Belfast.This incorporated; diary management, travel, expenses, conference calls, video conferences, out of office handler, assisting with presentations, legal onboarding documentation, regular billing and financial reporting, tracking revenue and managing both WIP and debt.Coordinator for the WIRELESS network since inception, maintaining internal community page as well as external LinkedIn group site, event organising and first port of call for all members.Plus: Mail duties, scanning, liaising with facilities UK wide. Timely renewal of chargeable codes.Member of Business Resiliency Management team, tasked with ensuring data up to date. The setting up of regular one-to-one monthly meetings with team and quarterly sales team meetings/ad hoc training sessions.

Glasgow, United Kingdom

Following a life-changing decision to move to Scotland, I opted to remain within a familiar work environment. My duties were similar in that I was part of an administration team looking after 4 advisers and working closely with paraplanners. I was responsible for processing new business as well as all day-to-day administrative tasks.The main focus was on high-net-worth individuals with a handful of group schemes. There was a leaning towards utilising the online facilities of most life offices, conducting comprehensive valuations, and adhering to strict guidelines on turnaround times for all work items.The role encompassed frequent use of Microsoft Word, Excel, and Outlook as a diary system as well as Exchange Software. I was present at the inception of newly acquired back-office software - QUAY - and underwent training as a primary user.My knowledge increased around commission reconciliation and upkeep of all mandatory registers, including new business, switch registers, execution only etc.I was keen to be part of a team and maintain open communication, which led to regular team meetings been implemented in order to consolidate learning and streamline all procedures.We liaised with an accountancy practice to exchange information where we had joint clients and I provided regular input into 6-weekly departmental meetings, encouraging an open forum for ideas and suggestions.Additional positions held: Member of Marketing Committee and Fire Warden

West Midlands, England, United Kingdom

I was in at the ground level. From day one. The role encompassed a great deal including the day to day administration for (eventually), 4 Independent Financial Advisers.I administered group pensions, group life, critical illness/risk, SIPP's, SSAS, investments including bonds ISA's and OEIC's. I became au fait with numerous software packages including The Exchange, Synaptics, Micropal, Standard and Poors, Plum software and Sage.Other responsibilities included;Obtaining all quotes and technical information to prepare client portfolios.Producing reason why letters and reports for all products.(our client base was roughly 50% individual, 50% group).Managing the Partners diaries and ensuring they were fully prepared for their seminars, meetings and presentations.Selecting back-office systems and attending relevant courses to ensure competence in them.Organising the client database.The drafting and overseeing of formal agreements with associated companies as required by the Regulatory body, both life offices and professional connections.Day to day duties, such as dealing with mail, deliveries, stationery orders, liaising with clients and life offices, overseeing of larger purchases such as computers, new telephone systems.Responsible for reconciling commission payments, payaways to introducers, and bank account.

Birmingham, United Kingdom

Having enjoyed working in the financial services sector, I yearned for some experience in a bigger, more cosmopolitan firm (a result of too many 80's movies perhaps?), and ended up at Godwins, based in the heart of Birmingham, who were later taken over by Aon. Here, I was providing support for two consultants, one of whom was already in the throes of leaving to set up a new IFA firm with a partner. Given we hit it off very quickly, the excitement of being asked to play a part in this new venture was enticing. Consequently, I had a hand in helping set up the Partnership from it's very beginning and provided total office support from outset (in my own time of course whilst in their employ).As a result, much of my time here was spent helping other sections of the firm with client reviews and obtaining valuations.

Sutton Coldfield, West Midlands

My first foray in the Financial Services industry where I handled all the 'typical' office administration tasks including processing of mail, new-business applications, dealing with queries from both customers and life offices.It also incorporated diarising annual reviews, organising appointments with potential and existing customers as well as forming good, often long-lasting, business relationships with broker consultants and support staff alike, to ensure the smooth running and quality of service to clients.I had the responsibility of issuing a quarterly mailshot to our client bank using Microsoft Access, as well as regularly attending meetings and seminars with the IFA to provide additional support. I instigated weekly feedback sessions to report on activity, progress on cases, and make suggestions/provide input on processes.

Bachelor Of Science (Bsc), Psychology

Certificate In Financial Planning

Nvq Ii Business Administration

British Sign Language Level 1