Helping clients with their financial needs and administration for the purpose of reaching their financial goals.

Financial Planning Administrator

I am currently a Customer Service Advisor for the LV= Life & Pensions department. I have worked within the pensions sector for the last 7 years, over the years I have gained great communication skills and numerous experience dealing with client money and investing. Responsibilities: • Liaising with financial advisers, customers and other internal and external stakeholders• Drafting up and delivering training plans• Making and authorising pension payments to customers and… Show more I am currently a Customer Service Advisor for the LV= Life & Pensions department. I have worked within the pensions sector for the last 7 years, over the years I have gained great communication skills and numerous experience dealing with client money and investing. Responsibilities: • Liaising with financial advisers, customers and other internal and external stakeholders• Drafting up and delivering training plans• Making and authorising pension payments to customers and investing their funds Show less