Working collaboratively and overseeing the administrative team in a small, unique financial practice of 13 staff and the service that it offers. Instrumental in the decision processes for change, leading to the trust of the directors to enable a complete realignment of every aspect of financial advice. Modifications from reception, advice process, to the review of ongoing clients were designed to minimise risk and create efficiencies within the organisation.Administrator of Xplan software, creating modifications to suit the business needs and creating enhanced reporting including acquired skills for the production of uniquely specialised coded documents.

Operational management of local office, including marketing, compliance and the implementation of constantly changing practices due to a change in licensee. Manage a team of 25+ staff comprising of Client Service Managers & Client Service Administrators.Ensure the production and delivery of advice documents within timeline parameters are met, whilst providing exceptional service to our clients and stakeholders.First point of contact for process queries for staff including advisers. Identifying potential issues and training requirements and working through these where possible. Unique involvement in the implementation of two new data management systems due to organisational change, has provided me with a rare opportunity to lead the office through an extraordinary period of change management.

Provide an exceptional experience for clients serviced by two advisers, from initial contact to ongoing administration. Duties include research for plan preparation, submission of strategies to para planning and ensuring clients expectations are met at plan presentation.

Part of Buisness Management, providing key operational support for the business, clients and advisers. Manage Technical Associates, compliance & licensee requirements and focus on streamlining processes & procedures in a rapidly growing company.

Works in a close relationship with a Principal Adviser of the Company. First point of contact by clients in relation to their portfolio handling all queries and requests. Manage high value clients portfolios. Manage team of Client Service Managers.