Following a successful period as a Partner Support Specialist, I was approached by KLWWM to become the Practice Manager. This was to see the running of the Practice and oversee the Management of the staff within the Practice. During this time the Financial Advisor has achieved Chartered Status and in January of 2021 we became a Senior Partner Practice of St.James’s Place Wealth Management.

Whilst carrying out my previous role I was approached by the Owner of the Partner Practice of St.James’s Place to join his small team in supporting him and the Paraplanner as a Partner Support Specialist. This role was to perform everyday administration duties, to ensure the smooth running of the business.He was at the time servicing circa 200 clients and my main role was to ensure that they received excellent client servicing. During the role I also began my CII Accreditation training… Show more Whilst carrying out my previous role I was approached by the Owner of the Partner Practice of St.James’s Place to join his small team in supporting him and the Paraplanner as a Partner Support Specialist. This role was to perform everyday administration duties, to ensure the smooth running of the business.He was at the time servicing circa 200 clients and my main role was to ensure that they received excellent client servicing. During the role I also began my CII Accreditation training, which gave me a greater understanding of my role and also St.James’s Place as a Wealth Management business. My main role was to maintain and update the client record system and also to process business that the Partner would achieve with his new and existing clients. Being regulated by the Financial Conduct Authority, I was also responsible for compliance within the business. Show less

I was employed as a Senior Pension Administrator at Cranfords. We administered both Small Self Administered Pension Schemes (SSAS) and Occupational Pension Schemes (OPS) as part of the Pension portfolio. I was responsible for administering four of the OPS's and also working alongside one of the Pension Consultants to administer approximately 100 SSAS schemes.Our main focus was looking after the existing client base and also to bring in new business, whether it be new SSAS set ups or… Show more I was employed as a Senior Pension Administrator at Cranfords. We administered both Small Self Administered Pension Schemes (SSAS) and Occupational Pension Schemes (OPS) as part of the Pension portfolio. I was responsible for administering four of the OPS's and also working alongside one of the Pension Consultants to administer approximately 100 SSAS schemes.Our main focus was looking after the existing client base and also to bring in new business, whether it be new SSAS set ups or takeovers of existing schemes. With existing schemes we looked to assist clients on regulated investments, help with property purchases, process sponsoring employer loan backs etc. In regulatory terms we also reported to HMRC and The Pensions Regulator along with day to day requirements. With new or takeover schemes we processed the application to initiate the transfer, registered new schemes with HMRC, setting up the scheme bank account and dealt with any new or existing investment.In addition to administering the pension schemes I also looked after the Company Payroll which included the staff and processing PAYE requirements for the pension schemes. The PAYE for the schemes was a mixture of Pension Commencement Lump Sum (PCLS) payments and Flexi-Access payments. All PAYE payments were processed through the SAGE software system. I also have an AAT Accountancy qualification which I feel strengthens the skills required for pension calculations and also financial aspects of pensions administration. In addition to this I also possess a payroll qualification and currently carry out benefit payments to members within the schemes and also look after the company payroll to staff. Show less

I previously worked for Silverene Administration specialising in the administration of a number of Defined Contribution Pension Schemes. One of the schemes we only acted as transfer administrators, ensuring the smooth processing of new member transfers who wished to move their pension into this scheme. This involved contacting both the client and also the pension provider once the request had been issued. Adaptability was the key here as the schemes had different processes and it was my job to… Show more I previously worked for Silverene Administration specialising in the administration of a number of Defined Contribution Pension Schemes. One of the schemes we only acted as transfer administrators, ensuring the smooth processing of new member transfers who wished to move their pension into this scheme. This involved contacting both the client and also the pension provider once the request had been issued. Adaptability was the key here as the schemes had different processes and it was my job to understand these to reduce the amount of time it took for the transfer to take place.The remaining schemes we undertake the full Section 270 Administration service, which looked after the customer journey from the opening of the policy through to retirement. I have a strong knowledge of the pension administration industry, having developed workflow processes and also keep myself up to date with regular updates from the Pensions Regulator.Previously I have also undertaken some work with Auto Enrolment pensions, after working on a short term project which was targeted at improving the administration of an Auto Enrolment scheme.Recently we have started working closely with a specialist Small Self Administered Scheme (SSAS) company and I looked to develop my understanding of these schemes. I will be looking to improve my skills in loan backs, purchasing of commercial property along with preference shares and integrate myself into the operation.My duties outside of the schemes included liaising with the Trustees and also scheme bank account reconciliation. Show less

I was to moved to another area of the business as a Pensions Administrator to review the existing company processes and then where necessary aim to improve them. This was done by analyzing and improving the current workflows of the role, with knowledge learnt from doing the job and also reference to current Pension Legislation documents provided by HMRC. I feel this increased the productivity of the business and also improved customer efficiency.In this role as a Pensions Administrator I… Show more I was to moved to another area of the business as a Pensions Administrator to review the existing company processes and then where necessary aim to improve them. This was done by analyzing and improving the current workflows of the role, with knowledge learnt from doing the job and also reference to current Pension Legislation documents provided by HMRC. I feel this increased the productivity of the business and also improved customer efficiency.In this role as a Pensions Administrator I feel I gained a comprehensive understanding of the following:• Management of New and Existing members• Liaising with brokers for new business• Communication and liaising with existing pension schemes and administrators• Calculation and preparation of Pension Commencement Lump Sums• Calculation and preparation of Member Statements with use of the Aries Illustration system• Calculation and preparation of members Drawdown Allowance, using GAD tables and Bond Investment Yield rates• Scheme Investment Return Maintenance• Customer Compliance• Liaising with HMRC on scheme suitability• Processing of Transfer Out requests which include liaising with members and receiving schemes on timescales. This has also involved carrying out certain aspects of due diligence where necessary• Preparation of Benefit StatementsI felt the role was constantly developing and it was my job to ensure that I was up to date with all the regulations and also make sure that any information given to the member was correct. My knowledge in this area improved through on the job learning and also a high degree of pension regulation reading which I felt was necessary in this role.I also currently put together a new training manual using Microsoft Power Point which involved all the processes of Pension Administration, which helped the company to grow and was primarily for new staff who needed training. This was an electronic document as regulation in this industry does change on a regular basis. Show less

I was employed as a Lending Officer and specialised in Unsecured lending and also spent a short period in the Pay Day Loan lending area of the business.Primarily I was tasked with maintaining the current customer base and also processing new customer business. This involved contacting the customer once their application had been received and making an assessment of their circumstances. Primarily I would then pass this decision on to the underwriting team, but as my role progressed I was… Show more I was employed as a Lending Officer and specialised in Unsecured lending and also spent a short period in the Pay Day Loan lending area of the business.Primarily I was tasked with maintaining the current customer base and also processing new customer business. This involved contacting the customer once their application had been received and making an assessment of their circumstances. Primarily I would then pass this decision on to the underwriting team, but as my role progressed I was actually moved into the underwriting team myself. This involved analysing customer’s documentation and after looking at their income and expenditure I would make a recommendation to the manager before a decision was given.After a Pay Day Loan company became part of the group, I also was asked to take some involvement in this using the skills I had learned in the unsecured lending field. This role had mirrored similarities of the unsecured lending, however the process was a lot more automated as the requirement was for short term lending. This did again though have an element of involvement with the client and also decision making on final assessment. Show less

I was employed at one of Barclays six contact centres, being based in Manchester, to provide telephone support to Barclays Bank customers. This involved discussing with them details of their bank accounts and making them aware of other product and services available to them, which they may not have been aware of, or wanted more information about.There was also an element here of trying to get to know a customer in a bit more detail and looking at their life needs in relation to their bank… Show more I was employed at one of Barclays six contact centres, being based in Manchester, to provide telephone support to Barclays Bank customers. This involved discussing with them details of their bank accounts and making them aware of other product and services available to them, which they may not have been aware of, or wanted more information about.There was also an element here of trying to get to know a customer in a bit more detail and looking at their life needs in relation to their bank account. This could be summarised as upselling of products to customers.I prided myself on providing a high level of Customer Service to all customers and made sure I was up to date with products and had a high level of knowledge of these, when talking with customers in more detail. I took this role at a time in my life were I was looking for a role that I felt suited my skill profile rather than a job that was taken as a means to an end which I viewed this position as. Show less

I was employed with Escape on a contracted basis to provide support and management of hospitality events to this company which was establishing itself within the Event Management market. This roles included: • Planning and structuring of events • Location viewing • Management of temporary staff at events • Selling and Marketing of Events • Event Administration which includes processing of payments and issuing of invoices to customer • Involvement in design of new company… Show more I was employed with Escape on a contracted basis to provide support and management of hospitality events to this company which was establishing itself within the Event Management market. This roles included: • Planning and structuring of events • Location viewing • Management of temporary staff at events • Selling and Marketing of Events • Event Administration which includes processing of payments and issuing of invoices to customer • Involvement in design of new company websiteThe main focus was on the football and horse racing industry with events being organised at Aintree racecourse and also a number of sporting football dinners. The highlight of this role was organising a live Christmas Event of the highly successful 'Soccer Saturday' from Sky Sports. Show less

After being made redundant due to the closure of the affiliated company I was employed on a contracted basis to oversee the full closure of the company. Having been employed by the company for nearly 15 years, it was felt that I was best positioned to oversee this process, whilst also liaising with the committee that previously oversaw the operation. This involved:• The reconciliation of bank accounts and drawing up of final accounts for audit purpose• Ensuring the smooth transfer… Show more After being made redundant due to the closure of the affiliated company I was employed on a contracted basis to oversee the full closure of the company. Having been employed by the company for nearly 15 years, it was felt that I was best positioned to oversee this process, whilst also liaising with the committee that previously oversaw the operation. This involved:• The reconciliation of bank accounts and drawing up of final accounts for audit purpose• Ensuring the smooth transfer of all customers directly to Liverpool Football Club membership accounts• Payment in full of any outstanding purchasing accounts• Final analysis of sales accounts• Transition of continuing activities in to the core club structure• Full closure of all bank accounts as at 31st December 2010 • Full closure of all customer accounts and issuing of all commission cheques due Show less

During my time at Liverpool Football Club I worked first as an Assistant Promotions Manager, before being promoted to the role of Promotions Manager. The primary role of the company affiliated to the Football Club was to run an incentive based lottery scheme for the supporters of the football club, which allowed them access to match tickets and corporate hospitality which was not otherwise easily available to them. It was viewed as a Private Members scheme.When I first started in this role… Show more During my time at Liverpool Football Club I worked first as an Assistant Promotions Manager, before being promoted to the role of Promotions Manager. The primary role of the company affiliated to the Football Club was to run an incentive based lottery scheme for the supporters of the football club, which allowed them access to match tickets and corporate hospitality which was not otherwise easily available to them. It was viewed as a Private Members scheme.When I first started in this role I also undertook a 3 year Accountancy training course and later in the role went on to do a home study payroll learning course. Below is an overview of the 2 roles that Idid:Promotions Manager (April 2009 – June 2010)After receiving a promotion to this position my role included those highlighted below and I also took on extra responsibilities including: Setting the strategy for the Development Association Business Development Management and supervision of a team of 5 people Matchday supervision of 20 casual staff The preparation and submitting of weekly Lottery returns to the Gambling Commission Preparation of Managers Reports to present during attendance at quarterly Committee MeetingsAssistant Promotions Manager (October 1997 – April 2009)During my 13 years at Liverpool FC my duties included: The preparation of Quarterly and Year end Accounts Recruitment of new customers and account management of existing ones The allocation and reconciliation of match tickets for each home game Cash and credit card reconciliation of weekly customer payments Office management of both full time and casual staff on match days Processing of BACS Direct Debit payments Attending both Regional and National Lotteries Council Conferences for legislation updates and workshops Updating of Agent payment records Show less

This was a short term role which was aimed at helping people who had got into difficulty with the payment of their gas and electricity bills with the major providers. My work area was in the north west of England and I would visit customers to collect outstanding debt and where necessary put them on repayment plans for the future. This information was all logged via a PDA and then relayed back to the relevant companies.This role involved travelling all day and it was up to me to look at my… Show more This was a short term role which was aimed at helping people who had got into difficulty with the payment of their gas and electricity bills with the major providers. My work area was in the north west of England and I would visit customers to collect outstanding debt and where necessary put them on repayment plans for the future. This information was all logged via a PDA and then relayed back to the relevant companies.This role involved travelling all day and it was up to me to look at my list of customers for a week and then plan which areas I would visit each day, depending on the number of customers in that area. If customers payments had lapsed and had gone beyond the stage where they were in a position to pay I would have to arrange visits to courts to obtain warrants to access peoples premises. Show less

I started out in my first role since leaving university, being employed as a customer services specialist who was tasked with servicing the requests of customers who held a visa account with the Co-operative Bank.After taking a short career break to travel around the world I returned and assumed a role which involved servicing the requests of customers who held bank accounts with the company. After a short period of time doing this role I was approached to join a pilot team which had been… Show more I started out in my first role since leaving university, being employed as a customer services specialist who was tasked with servicing the requests of customers who held a visa account with the Co-operative Bank.After taking a short career break to travel around the world I returned and assumed a role which involved servicing the requests of customers who held bank accounts with the company. After a short period of time doing this role I was approached to join a pilot team which had been formed to improve the efficiency of the role and to make it more multi-skilled. I was picked for this team as I had experience in working on both bank accounts and also visa accounts. Within the team which also consisted of other specialists of the business, we learnt each others roles and also taught our role to them.This team was seen as a success and was eventually roled out through the whole business, and we were tasked with training other people in all areas of this role, at our site and also other sites in the business. Show less