Kim Ingman Email & Phone Number

Letchworth Garden City, Gb

Hitchin, England, United Kingdom

Hitchin

Letchworth

Achievements and responsibilities: • Book keeper for Darren Ingman Plumbing & Heating Engineer. • Duties include using QuickBooks to invoice & maintain accounts.• Produce and submit VAT & self-assessment returns to the HMRC.• When employing apprentices duties also include using SAGE Payroll to produce pay slips, P60s, P45s & all relevant employer returns to the HMRC.

Hitchin

Achievements and responsibilities: • Annual participation in the successful production of in excess of 250k P60s to our annuitants. This work involves cleaning, analysing & reconciling all the data prior to the P60s being produced. Managing returns & queries after production. Creating Access databases to record all the P60 returns & produce Management Information.• Check administration work for accuracy prior to it being issued to our customers.• Produce Management Information and various spreadsheet/database designs.• A subject matter expert resolving complex queries for processes and sharing knowledge with team members through coaching and training.• Undertake trend analysis of Breach, Loss & Complaints to identify solutions to ensure their reduction.• Perform procedure & checklist reviews and changes.• Assume the role of Fire Marshall for the office staff.

Hitchin

Achievements and responsibilities: • Subject Matter Expert on the Annuities Control and Rectification Transformation Project recording Annuity & Drawdown process and system issues. Working through each requirement and implementing a process or workaround. Reviewing and implementing process improvements across the department.• Annuities & Drawdown Support Team Leader. Managing and processing the Bank and Gross reconciliation for the department, BAC recalls and AWACs updates.• Producing scheme invoices, statistics to scheme trustees and monthly schedules.• Producing Management Information figures and graphs to all levels of management.• Tasked with process improvements and reducing ‘Should Take Times’, designing and implementing various spreadsheet/database designs to achieve this goal.• Data clean of the entire Annuity and Drawdown book of business (300k policies).• Being involved in numerous projects e.g. Certificate of existence exercise across the entire Annuity book of business (270k policies).• Dealing and first point of contact with 3rd party supplier with regards to issues, identifying and addressing trends in these and implementing solutions to reduce issues.

Stevenage, United Kingdom

Achievements and responsibilities: • Allocating work to team members appropriately, checking work for junior members of the team and monitoring outputs to ensure service level agreements were not compromised.• Acting as the team leader during long periods of absence and taking full responsibility for the team during these times.• Correcting data and accounting ageing balance for Individual & Group Personal Pensions where incorrect records had been identified.• Subject Matter Expert and key contact for all data mapping queries in readiness for a data migration onto another system. Attending workshops with key internal and external stakeholders.• System support and IT liaison for the customer services teams.

Stevenage, United Kingdom

Achievements and responsibilities: • Claims team administrator within the Personal Pensions department. Duties involved producing maturity/transfer quotes and payments, death claims and assisting with oral & written queries from IFA’s and policyholders regarding this work.• Writing of procedures and training other team members where required.

Letchworth

Part-time bar person in a busy function hall. Duties also included cellar work and operation of the cash register and on a couple of occasions standing in for the bar manager.

Letchworth

Full-time factory operative in a busy manufacturing company.

Norton

Full-time bar person dealing with bar and restaurant customers. Duties also included cellar work and operation of the cash register.

Stotfold

Part-time shop assistant with duties that included pricing up items, stock check, dealing with customers and operating the cash register.

Ickleford

Part-time kitchen assistant in a busy village pub, assisting the head chef with a variety of meals.

Fa1 Financial Administration Foundation Certificate (Life)

Certificate In Mathematics

Fa2 Financial Administration Foundation Certificate (Pensions)

Financial Planing Certificate 1

Financial Services and their Regulation First Paper

Btec National Diploma In Business & Finance, Merit

Gcse, 2 X Bs & 3 X Cs