An experienced Paraplanner researching and writing Suitability Reports covering all aspects of financial advice. Systems experience: IO, CCD, Finametrica, FE Analytics, O&M, Defaqto, Dynamic Planner, Word, Excel. Experienced at designing and producing training materials, procedures and processes.

Taking the team onwards and upwards! Whilst working at Bluezest I have written procedures, produced formal documents, designed company standards, negotiated with lawyers and solicitors, designed and produced training materials, worked on the design of systems and I manage a great team. All of these have been an exciting opportunity to call on all my previous work experiences and find out just what I'm capable of. The opportunity to work for a start up company is probably one of the most exciting roles I've ever had, using ones creativity to make things happen from scratch is exceedingly satisfying.

Based in the Management and Information Services Department jointly responsible for the student data and as Exams Officer. I also dealt with the training and induction of new tutors regarding the operating of systems used at the college. Passed with Merit a level 4 teaching qualification via University of Bolton - PET's previously known as PTLLS. I dealt with the administration of the college short courses. I also dealt with the establishing of new apprentices.

Responsible for up to 120 clients managing their SIPPS. I dealt with property purchase, pension transfers, share purchase, property held within SIPPS and pensions in payment.

Client Support for Pension De-risking final salary scheme,PIE, Enhance Transfer Offers, marketing for FS Corporate. Unfortunately made reduncant

Compliance Officer for 25 regional sales staff/directors. Responsible for file checking, dealing with consultants that need to take remedial action and monitoring of new business. Responsible for all staff records and the monthly management board meeting report. Relocated back to Nottingham

Paraplanner/Financial Services Adminstrator/Group Pension Administrator

First point of contact for an allocated 50 key accounts plus a further 100 smaller IFA's. Dealing with all in coming queries, quotations and processing of new business. Back up to consultants.

Starting as a member of the sales team back in 1987 working in a branch, I became Branch Manager, Acting Area Sales Manager and then moved to Nottingham as a Training Officer. My final job title being Training and Development Officer presenting classroom based training courses, designing and writing distance learning training materials and development resources as well as analyses and evaluation.

Designing, producing and launching the training programme for all shop based management. Designing and producing the companies Performance Review Process for all retail staff. Designing, producing and presenting the Customer Cate Training Programme for all retail staff.

Working in the Fleet, Commercial Vehicle and Private Car insurance department following a couple of years working for a local broker.