I currently work in the Finance Change team focussing on the delivery of enhancements and regulatory change to our various Wrap platforms. I also conduct various Finance regression checking to ensure our platforms remain CASS compliant.

I was previously esponsible for the delivery of regulatory change within our Platform Assurance area for the Standard Life Elevate platform. Alongside this I also manage a small team responsible for the accurate and timely delivery of PIA and ISA regulatory reporting to both the FCA and HMRC. I made a decision in 2019 to seek out a fresh challenge and I have since secured a role in Finance rather than Custody and Regulatory Reporting.Previous high profile projects include:Implementation and management of a robust Regulatory Reporting Governance Framework.Managed the delivery and cost effective solution of the FCA Retirement income stock data and withdrawals flow data (REP015 & REP016) reports.Successful delivery of a transitional business readiness work stream following the sale of the Elevate business from AXA Wealth to Standard Life alongside a business property move. Numerous platform releases for our Investment Operations area. The bulk conversion of approximately £1.6billion of FUM from retail to clean share classes ensuring the safe custody of our client assets during the transition.

Developed and embedded an ISA governance framework as a key business control, enabling accurate and robust regulatory reporting.HMRC business liaison officer responsible for all ISA regulatory returns.Risk impact assessment of all ISA regulatory changes to our business.Business sign off for ISA literature including terms & conditions and marketing material. Active member of our leadership forum helping deliver improvements to our efficiency and involve myself in charity activities with our business area to maintain a harmonised department.Responsible for the accurate delivery of our Savings Income Return and Other Interest reports to HMRC.On-boarding both retail and clean funds on to our wrap platform, relationship management with fund groups and other asset management activities and research.Ownership and maintenance of With Profit Database which is administered on behalf of Friends Life.Designing and delivering propositional, technical and process training to Customer Service staffResponsible for our Bankers Automated Clearing System (BACS) system.Technical support to customer services and the wider business.Recent activities include the engagement with fund groups and the on-boarding of clean share class funds onto our wrap platform.

Provided Transfer Agency support to AXA Investment Managers and Architas.Provided technical consultancy and oversight on the outsourcing of our mutual funds business to IFDS in May 2011.Building capability throughout the department and the creation of a technical reference library to support customer facing staff.Project work including the delivery of changes to investment administration systems, testing and process improvements.Provide technical support to Front and Back Office staff on complex and technical queries, system queries and regulatory issues.Creation of Microsoft Access queries against our core platform to help support the front line staff, business partners and other areas of the business in their day to day jobs.Primary security contact for our Albacs-IP software (BACS Debits and Credits) covering all aspects from installation, testing, setting up new users and smartcards and various administrator functions.Gap Analysis on key processes to ensure compliance within FSA and HMRC rules on payment in/out and servicing processes.Review any document changes associated to customer facing output such as Simplified Prospectus, Contract notes, cancellation notices, Payment Authorisation Forms, Regular Saver packs, Cheque stationery and letters.Re-engineer processes to improve working efficiency and save costs.Ownership of literature library ensuring we can easily respond to external audits efficiently such as the Product Risk review.Ensuring procedure guides are maintained regularly using a procedure guide management tool I built in Access.Investigate and fix root cause problems.Attendance of the Rufus User Group and Technical Discussion Forums that are held with representative from other companies using the same software.Provide technical sign off of literature, promotional brochures and breach forms.

Provided Technical support for Mutual Funds (OEICs and ISAs) using Bravura's Rufus platform.Building Access Forms and Queries to support business needs.Business lead on various projects.

Systems supervisor for our operating platform.Regression testing of Year 2000 software upgrade.Technical suport.Delivery of opearation key projectsComplaint handling.Auditing of workLiaison with third party Fund Managers on dealing and settlement.

Supporting the Discretionary Management Service proposition.Trading in equities and unit trusts.Producing management reports.Payment of commission to advisersMaintenace of client records on the Portfolio & Pension Manager platform.Maintenace of procedure guides and authorising colleagues work.

Systems Administrator for company's AIX computer system. This including writing DOS batch files to improve process efficiency, ordering printers toners and rectifying problems with third party I.T. contractors.Investment Administrator covering stock reconciliations, shares, Gilts and Unit Trust dealing, distribution processing, preparation of client and management reports, Personal Equity Plan returns.