Nick Dunn Email & Phone Number

London Area, United Kingdom

Croydon, United Kingdom

Responsible for managing and growing key adviser relationships and driving change and efficiency across operational processes.• Managed and developed a book of regional clients, ensuring seamless integration of the platform into their business operations.• Listened to and implemented client feedback to drive change across operational processes and improving and automating Straight-Through Processing (STP)• Responsible for overall transfer strategy for pensions and ISAs.

Launched a brand-new Investment business from its ‘start up’ phase and delivered a centre of excellence for service and operational processes.• Collaborated alongside the Head of Operations to build an award-winning operational team of 15 for an entirely new Investment Business.• Designed and produced user guides for sales teams, financial advisers and clients that strengthened understanding and use of the platform• Built strategic relationships with high-net advisers and IFAs to encourage use of the platform

Kingswood, Surrey

Developed key skills and investment knowledge across several roles during a period of growth and transformation for the company.Highlights:• Delivered excellent customer service by taking 50+ inbound calls a day and dealing with complex complaints.• Conducted reviews of complaint outcomes and provided coaching to a team of eight to improve letter quality and productivity.• Oversaw the company’s bulk mailings and was responsible for letters being posted to 5000+ clients.• Introduced a ‘Knowledge Hub’ for the phone teams so they could service calls more efficiently.

Kingswood, Surrey

Entry level role which introduced me to investments and honed my customer service skills.Mainly dealt with inbound calls and moved to customer complaints to broaden my knowledge.

Sutton, United Kingdom

Worked in one of the largest flagship branches in the country where there was a constant pressurised environment. Key responsibilities included vault management, carrying out risk and compliance checks, contingency cashiering & cross selling the company’s other products and services.

• Aggreko – helped to update company records and answered customer queries over the phone. • G4S – made outbound telephone calls to relevant companies to update company database.• Horseshoe Media – completed various tasks including; making outbound phone calls to a variety of internationally-based organisations, researching company data, persuading clients to contribute data for the project and using Microsoft Excel to collate and present the information obtained.

• Part of a team that was responsible for high-end corporate Christmas cards. • Duties included taking orders over the phone and up-selling where the opportunity presented itself, working on the company database system (Microsoft Access), producing invoices and quotes using Microsoft Excel and assisting in the production and distribution of the cards. • The team successfully exceeded its sale target and were able to secure a company bonus as a result.

Ba (Hons) Sport Journalism, 2:1

Activities and Societies: Tennis team Successfully attained my NCTJ accreditation passing exams in Media Law, Public Affairs, Newswriting.

Education record

Activities and Societies: Prefect Tennis Team A-Levels: English Literature (B), History (B), Chemistry (C) AS Level: Spanish (D)

Education record

Activities and Societies: Tennis Team Football Team GCSE Grades: Science (Grade: A*), English (Grade: A), Spanish (Grade: A), IT (Grade.