Nicola Robinson Email & Phone Number

United Kingdom

London Area, United Kingdom

VFX Financial has been established for more than 20 years and transacted over £20bn in currency in that time. An early mover in the online payments space, having built some great technology (for the time) and expanded across multiple product lines, the company nevertheless languished in mediocrity for a number of years.In 2022, it was acquired by a young (ish) entrepreneurial team that had previously been part of the senior leadership of another financial services firm they’d helped grow from £1m annual revenues, through an IPO and onwards to a £700m market cap within 8 years.Why does this matter? VFX has had for many years, 4 pillars of a great business in our industry:• Product Range• Tier-1 Banking• Security & Regulation• TechnologyWe are now marrying this with the most important ingredient – People.After conducting over 700 interviews across all departments in the first 18 months following the acquisition, VFX has chosen an additional 45 individuals to strengthen each department. These are people whom we firmly believe will drive the business forward.Humble, motivated and deeply knowledgeable in their respective domains, the team is aligned with clients’ goals and the company values. Each individual has been chosen because they embody the following traits:• Growth Focused• Never Stop Learning• We Before Me• It's Personal, Not Professional• Get Sh$t DoneIf you think this sounds like the environment you’re looking to join, or that you'd enjoy working with, please get in touch:https://www.vfxfinancial.com/contact-us

Christchurch, Canterbury, New Zealand

Onboarding new personal customers, trusts, businesses and charities. This includes making sure that customers are AML compliant, completing KYC analysis and collecting EDD for high risk customers.Building relationships with customers and managing ongoing relationships. Providing financial advice to make sure that customers meet financial goals while performing account and AML reviews where necessary.Conducting periodic reviews on existing customers and performing customer due diligence and updating KYC where needed

Christchurch, Canterbury, New Zealand

This role involved providing exceptional customer service in our inbound call center and involved setting up policies for AMI's personal home, car and contents as well as helping out general inquiries and policy cancellations. This job involved having to quickly learn new systems and accurate data entry as well as getting underwriting delegation in AMI's personal lines policies.

Christchurch, Canterbury, New Zealand

Christchurch, Canterbury, New Zealand

I am a financial adviser at Cactus.My roles Included:- Cold calling and booking my own meetings with clients to come out and give them tailored financial advice- Growing and maintaining a base of clients and following up to ensure client satisfaction- Learning new procedures and compliance, and being adaptable to internal changes and regulations

Christchurch New Zealand

I am a proud team member of Healthy Harvest Fruit and Vegetables.My roles included:- Providing outstanding and friendly customer service.- Processing transactions in a friendly and timely manner.- Making sure that the shop was fully stocked and the displays were neat and presentable

Bachelor Of Commerce - Bcom, Finance And International Business

Level 5 Certifate Of Financial Services, Banking And Financial Support Services, Passed

I have completed my level 5 certificate to be able to give financial advice in New Zealand. I have completed the specialist residential.

Achieved Ncea Level 1, 2 And 3 All Endorsed With Academic Merit

Activities and Societies: In 2015 I was a peer support leader for year 9 Students