Product owner focusing on both existing customer journeys and the acquisition of new customers, with ownership of a refer a friend product allowing existing customers to refer new customers in order to receive rewards.Since working on this area of the business, we have released a new referral product to replace the old, outdated product. While working on this new product I have focused on customer outcomes, making things as easy as possible and as rewarding as possible for customers… Show more Product owner focusing on both existing customer journeys and the acquisition of new customers, with ownership of a refer a friend product allowing existing customers to refer new customers in order to receive rewards.Since working on this area of the business, we have released a new referral product to replace the old, outdated product. While working on this new product I have focused on customer outcomes, making things as easy as possible and as rewarding as possible for customers, while working closely with business stakeholders to ensure the new product meets all requirements and regulations.I collaborate regularly with stakeholders and other business areas to maintain a clear and flexible product roadmap and manage a product backlog that delivers value to customers on a regular basis. Working daily with a talented engineering team to ensure regular delivery of exciting and reliable new features to our product. Show less

Product Manager working on an internal employee management system, to rebuild and modernise the existing legacy product which has become difficult to use and add effective new features to. This involved: - Liaising with senior stakeholders to elicit business requirements- Working with an agile development team to turn business requirements into effective and easy to deliver user stories.- Working with a digital designer and UX expert to ensure that the user experience is… Show more Product Manager working on an internal employee management system, to rebuild and modernise the existing legacy product which has become difficult to use and add effective new features to. This involved: - Liaising with senior stakeholders to elicit business requirements- Working with an agile development team to turn business requirements into effective and easy to deliver user stories.- Working with a digital designer and UX expert to ensure that the user experience is prioritised.- Conducting usability testing with the business to feed into iterative product design within the agile team. Show less

As a senior business analyst, I took on additional responsibilities in addition to a lot of what I was already doing as a business analyst. This included working in tandem with a product manager on a roadmap of change for our SIPP and ISA products and managing the new enhancement relationship with our third-party technology provider, Bravura. During this time I lead on the rebuild of our phased drawdown product, allowing Nucleus customers to access their retirement savings in a far… Show more As a senior business analyst, I took on additional responsibilities in addition to a lot of what I was already doing as a business analyst. This included working in tandem with a product manager on a roadmap of change for our SIPP and ISA products and managing the new enhancement relationship with our third-party technology provider, Bravura. During this time I lead on the rebuild of our phased drawdown product, allowing Nucleus customers to access their retirement savings in a far easier and more flexible way than they could previously.I managed key stakeholders across the business to refine the product backlog for our SIPP and ISA products and maintained the business readiness aspect of key platform upgrades that impacted those products to ensure that all relevant business areas were engaged and prepared for new features, including delivering bespoke training and overseeing the updating of operational processes.An additional responsibility included mentoring less experienced business analysts within the team to support their professional development either as new starts within the business or as they transition into the role from another team. Show less

As part of the Business Analysis team at Nucleus, I increased my strong understanding of the Nucleus platform and developed my ability to utilise different software development methodoliges, primarily Agile. During my time in the role, I worked closely with our SIPP and ISA products, with a main focus on pensions, drawdown and illustrations, developing deep product knowledge in those areas. I worked on several new features for Nucleus' pension and drawdown products which included… Show more As part of the Business Analysis team at Nucleus, I increased my strong understanding of the Nucleus platform and developed my ability to utilise different software development methodoliges, primarily Agile. During my time in the role, I worked closely with our SIPP and ISA products, with a main focus on pensions, drawdown and illustrations, developing deep product knowledge in those areas. I worked on several new features for Nucleus' pension and drawdown products which included writing and maintaining product documentation and conducting internal and external training.I also developed skills in requirement elicitation, working closely with both business stakeholders and end users to determine requirements for new features to be developed and released. Show less

As a Platform Support Analyst I was responsible for providing support on the Nucleus platform and back office software and being a key point of contact for incident and defect management. I was also responsible for user acceptance testing for software enhancements and defect fixes, liaising with 3rd parties to ensure regular platform releases were delivered on time and as agreed.During this period I worked towards becoming a Business Analyst, taking on several BA responsibilities such… Show more As a Platform Support Analyst I was responsible for providing support on the Nucleus platform and back office software and being a key point of contact for incident and defect management. I was also responsible for user acceptance testing for software enhancements and defect fixes, liaising with 3rd parties to ensure regular platform releases were delivered on time and as agreed.During this period I worked towards becoming a Business Analyst, taking on several BA responsibilities such as liaising with the business to gather requirements for platform enhancements and working on the early stages of a large platform upgrade project. Show less

I was responsible for establishing and maintaining relationships with new and existing IFA firms and offering real-time assistance to platform users on the telephone and via online enquiries. I spent time liaising with our regional sales team and visiting adviser firms around the country to conduct platform training and gather feedback on how we could improve our customer service.

As part of the customer service team I was responsible for answering all client enquiries regarding Isa and investment account holdings. I was also responsible for handling initial complaint responses and supporting complaint investigations.