Kerry Glancy Email & Phone Number

Edinburgh, Scotland, United Kingdom

Edinburgh, Scotland, United Kingdom

Edinburgh, Scotland, United Kingdom

Edinburgh, United Kingdom

Edinburgh, City Of Edinburgh, United Kingdom

Support Financial Advisers with their client bank, new business submission and processing, day to day queries and managing their fee and new business targets.In addition to this and as part of the role of Senior Associate, I support and train the Client Delivery Team. I also run monthly work audits and coaching for the Client Delivery Team to ensure work is being completed within SLAs and in line with company policies and procedures. Providing system and process support and training to new Advisers, Associate Financial Planners and Paraplanners.Overseeing of projects and delivering this to my immediate team and wider office/offices. The subject matter expert in all areas and office XPlan champion. I proactively seek ways to streamline processes for the wider company.

Edinburgh, United Kingdom

Edinburgh, United Kingdom

Support Financial Advisers, including a Director with their client bank, new business submission and processing, day to day queries and managing their fee and new business targets.

Edinburgh, United Kingdom

Provide support to Guidance & Teaching Staff with communications to pupils and parents.Update internal procedures and policies

Edinburgh, United Kingdom

I work closely with and support the financial advisers, including the director and managing director. Tasks include calculating figures, entering client data, research of the financial market and financial products, compiling information and data of a clients current finances, assets and investments to gather a full understanding of their financial situation, creating reports to determine the best investment product and provider for each client, submitting new business and following up with the correct regulatory paperwork.I am also responsible for the commission and adviser charging for Chiene + Tait Financial Planning.Further to gaining a more in depth knowledge and understanding of the paraplanner role and successfully managing this position, I will move into advising once qualified with my CII Diploma in Regulated Financial Planning.

Edinburgh

I work very closely with and support account managers to secure new business for standard life to achieve and better both the account managers and the companies yearly target.Build and maintain a close working relation with independent financial advisers across the country and support them with submitting new business with the company.Take responsibility for accounts and communicate with independent financial advisers on a regular business to maintain the working relationship.Identify retention opportunities and work with account managers to ensure business remains within Standard Life.Liaise and communicate confidently and effectively with fellow employees of all levels, ranging from those in my team to manager to chief executives.Take ownership of processes within my immediate team and look for opportunities to improve and better the service for all clients.

Orlando, Florida

As a cast member working in Pinocchio's cafe in Magic Kingdom theme park, I helped to keep the Disney 'show' alive for all guests. This employment was for a 3 month period on a Summer College International Intership Program.My main responsbilities involved ensuring guests were happy at all times, serving food and drink orders, cash handling, ensuring the resteraunt met health and safety standards, entertaining the children by organising games and general customer service.

Bsc (Hons), Psychology And Sociology, 2:1

Education record