Building a new departmentDeveloping relationships with new external stakeholders - solicitors, surveyorsWorking alongside the Wealth Management team building relationshipsImplementing new systems/technology in the companyMonthly reporting of department figures Daily communication with clients, brokers, lenders and other stakeholdersManaging a time sensitive workloadManagement of 1 senior case manager and overseeing the team as a wholeAccepting and booking new… Show more Building a new departmentDeveloping relationships with new external stakeholders - solicitors, surveyorsWorking alongside the Wealth Management team building relationshipsImplementing new systems/technology in the companyMonthly reporting of department figures Daily communication with clients, brokers, lenders and other stakeholdersManaging a time sensitive workloadManagement of 1 senior case manager and overseeing the team as a wholeAccepting and booking new client appointmentsDaily diary management Show less

Content creator, marketing plannerAnalyse trends, utilise SEO strategiesLinkedIn, Pinterest, Canva

Day to day management of 4 paraplanners - sickness, holidays & and daily employee support1-2-1's and helping them follow their desired progression pathwaysConducting interviews (onsite & remotely) - for both full time staff and apprenctice levelStategic decision making - both case related and employee relatedStaff training - systems & mortgage knowlegeManaging HR system - sickness, holidays, disciplinaries & staff data.Guiding our apprentice through Babbington… Show more Day to day management of 4 paraplanners - sickness, holidays & and daily employee support1-2-1's and helping them follow their desired progression pathwaysConducting interviews (onsite & remotely) - for both full time staff and apprenctice levelStategic decision making - both case related and employee relatedStaff training - systems & mortgage knowlegeManaging HR system - sickness, holidays, disciplinaries & staff data.Guiding our apprentice through Babbington apprenticeshipManaging our CRM & compliance systems, implemeting changes, being part of beta testing and the decision making process for new products and services.Submitting mortgage AIP/FMA's, seeing cases through to completion.Carrying out AML/ID checks, checking for PEP status prior to submission.Dealing with HNW clients and providing a exceptional customer experience from start to finish both verbally and writtenHigh returning client retention rate due to service recievedOverseeing Protection apprectice/workflowDealing with external companies & building relationshipsBooking BDMS and other external visits Organising commissionsPreparing payruns for payroll Show less

Added responsibilities of training new staff members, increased input into processes and using knowledge of processes in problem solving with cases and helping brokers.Helping with putting processes together, implemeting new systems/ways of working.

Keying a case to a lender or providerKeying a case onto CRM systemChasing cases through to completionKey focus on getting mortgage surveys booked in ASAPClients will be updated no later than every 3 daysChasing solicitors for updates

Working for a group of mortgage brokers - up to 6 at a time.Keeping clients updated throughout the process to the point of exchange.Liaising between Lenders, Solicitors, Sales Progressors, Mortgage Advisors and Residential Branch ManagersChecking mortgage offers against KFIMaintaining CRM systemTraining new members of staff and being part of a team preparing a new training guide.

Initial contact for all clients face to face and via telephoneDealing with general enquiries from prospective clientsDiary management, receiving clients for appointments, receiving professionals for visitsSpeaking to a variety of people including clients, judges, social workers, guardians and various members of the police departmentGeneral administration duties – photocopying court bundles, filing, updating legal documents, ordering stationeryIncoming and outgoing post

Delivering local fundraising plans and activities, including budget information, targets and plansLiaison with our corporate partners G Casino, Mecca Group, Tata Steel and newly added ESSO to ensure maximum income and awareness through employee and customer fundraising.Working with supporters and fundraising groups and responding to all enquiries Working with people from all parts of the charity including hospice staff, nurses and shop staff. Dealings with local media and PR… Show more Delivering local fundraising plans and activities, including budget information, targets and plansLiaison with our corporate partners G Casino, Mecca Group, Tata Steel and newly added ESSO to ensure maximum income and awareness through employee and customer fundraising.Working with supporters and fundraising groups and responding to all enquiries Working with people from all parts of the charity including hospice staff, nurses and shop staff. Dealings with local media and PR include our local partner KMFM.Working both as part of a team and independently on various projectsManaging volunteers in the office, providing their workload and ensuring they are happy and confident in their tasksPA role to the Fundraising Manager for Kent, including diary management, booking appointments and talks, arranging travelMaintaining general day to day administrative duties – filing, research, stationary orders, telephone calls, opening and distributing post and photocopying. Show less

Provided administrative support to a team of 7 investigators for the Prison and Probation Ombudsman.Collated reports, annexes, research to send in draft and final stages to various interested parties such as Prison Service Primary Care Trusts, Coroners and bereaved families.Entered new deaths onto database ensuring relevant teams are aware of new information.Worked to extremely tight and un-flexible deadlines whilst being sensitive to extremely high profile political… Show more Provided administrative support to a team of 7 investigators for the Prison and Probation Ombudsman.Collated reports, annexes, research to send in draft and final stages to various interested parties such as Prison Service Primary Care Trusts, Coroners and bereaved families.Entered new deaths onto database ensuring relevant teams are aware of new information.Worked to extremely tight and un-flexible deadlines whilst being sensitive to extremely high profile political issues.Assisted investigators on visits to prisons, taking minutes of interviews and ensuring the correct information was to hand.Provided assistance to other teams in the office communicating with prisons with the aim of answering prisoner complaints. Show less

This role included training members of staff in new software, dealing with external agencies, identifying needs within a pressurised environment and co-ordinating projects based around the Asylum SystemFacilitated the dispersal of Asylum seekers entitled to asylum support

Office Administrator - The Salvation Army - ALOVE UK 5/2004 - 9/2004

Managed labels such as THQ, Ubisoft, EA games.

Head Office Co-Ordinator/Ubisoft Export Assistant - Pinnacle Entertainment 5/2003 - 12/2003