I joined Fidelity in August 2019 as a Retirement Specialist. Having worked for financial firms before, I had a fundamental understanding of the financial sector, such as FCA regulations and I worked diligently to gain a wider knowledge of pensions and retirement products, services and the business operations. Since joining I have realised how interesting and diverse this part of the financial sector really is and how much I enjoy my role and continued professional development alongside.Key Responsibilities:- Taking inbound calls and ascertaining the correct route for the client.- Booking appointments with the relevant team.- Liaising with other teams to assist with client queries.- Taking outbound client calls to discuss pension options and imparting FCA required legislative risk warnings.- Relevant administration duties.- Following up new business opportunities.- Assisting clients with filling paperwork and/or pension terminology.

One of my passions is marketing, in particular social/digital marketing. I decided to encompass my passion for marketing, my IT skills, and my strength in administration to create my own business. In 2015 I opened Greylands Design, which was a bespoke marketing company. I have assisted a variety of companies with various marketing campaigns, e-newsletters, website design & construction, plus much more. I also provided IT support to some clients, which covered anything from e-mail management to computer upgrades. I have since dissolved Greylands Design to focus on my career within finance, namely pensions.

Duties also included those that I had as an Executive Assistance plus:- Supervising day-to-day operations of the administrative department and staff members - including hiring, training, and evaluating employees, taking corrective action when necessary. - Running administration team meetings and actioning points raised.- Updating the social media, creating marketing documents, brand refresh and copywriting.- Heavy involvement in the database upgrade/migration, to include the choice of CRM and package.- Developing, reviewing, and improving administrative systems, policies, and procedures.- Planning, scheduling, and promoting office events, including meetings, conferences, interviews, orientations, and training sessions.- Collecting, organising, and storing information using computers and filing systems. - Overseeing special projects and tracking progress towards company goals.- Building new and expanding existing skills by engaging in educational opportunities.

- 1:1 support to one of the company directors, to include email dictation, LinkedIn & diary management, travel arrangements and more.- General administration duties, such as filing, email correspondence, note taking, preparing reports, letters, and other documents.- Answering phones and routing calls to the correct person or taking messages, as well as screening calls to management.- Researching and conducting data to prepare documents for review and presentation by boards of directors.- Meeting support such as preparing, minute taking and post meeting actions.- Greeting visitors and deciding if they should be able to meet with executives.- Using various software, including word processing, spreadsheets, databases, and presentation software. - Reading and analysing incoming memos, submissions, and distributing them as needed.

- Marketing support, such as updating the online marketing diary, receiving, and updating proofs, amendments to literature.- Customer service via phone, e-mail, and support chats.- General day-to-day administration.- Taking and processing of client bookings, amendments to bookings, taking/chasing payments, updating records.- Participation in select marketing-based tasks, such as updating the social media event pages or creating social media images.- Select production of travel campaigns in national tabloids and magazines.

- General office duties such as filing, stock take, answering phones etc.- Maintenance of company website. Print Marketing- Digital/Social Marketing (Facebook, Instagram, e-newsletters etc.) End of Day reconciliation, cash handling, card payments.

- Financial Services Regulatory Consulting Provider – support within administration, operations & client service.- Providing support to managing directors such as diary management, travel arrangements, minute taking, records, refreshments.- Website design, development and maintenance. - IT support to include email allocation and maintenance.- Recruitment assistance to include CV sourcing, LinkedIn, arranging interviews.

- Monitoring help desk tickets and updating relevant individuals on their ticket status.- Updating records onto the new database.- Project assistance - software deployment, database migration, server updates