Reviewing and testing Business's current operational set up with a view to making recommendations, where necessary, to improve their operational efficiency and overall offering to their clients.

Part of a project team to develop and launch to the business a new and important MI & CRM data base that would facilitate better client bank management by the Financial Planners and Investment Managers, as well as support the Managing Partners with their P&L and running their regions. The work involved both in depth Business Analysis and Project Management activities.

Working proactively and in partnership with the Private Client Manager as part of the development of Towry's proposition, including the seamless integration of Ashcourt Rowan. I am responsible for leading, motivating and developing a multi-disciplined team of Client Service & Wealth Planning Associates in both Chelmsford and Cambridge, ensuring that the team across both sites work as one to deliver cohesive, collaborative and successful service, sales support and operational excellence. ACHIEVEMENTS:- Successfully integrated the Ashcourt Rowan support team and their legacy business in Chelmsford into Towry (as was) when purchased by Towry in 2015 - Established a “joint support” initiative between Chelmsford and Cambridge offices to ensure they worked together supporting the financial planners in East Anglia - Lead and managed the team to ensure that all client requests and related tasks were dealt with professionally and effectively, delivering a positive experience for all clients.- Ensured all productivity and quality measures, linked to KPIs and business objectives, were achieved on a regular basis by the team for the production of suitability reports and new business case submissions.- Joint lead on a National project to design and introduce a new case validation process, including designing a checklist and training, to drive 100% accuracy by all Tilney offices to ensure we didn’t breach our CASS obligations - Worked closely with the Head of Central Operations to design and implement a new annual review process for clients, including designing and conducting training to support its introduction nationally to the support teams and advisers. - Designed a new induction programme for all support and para-planner new starts that was then used by Learning & Development as the basis for a “new start” Academy - Continually managed local budget & costs within agreed limits to avoid overspend

- Developed a strong and comprehensive Auto Enrolment proposition from Charles Derby- Established a network of contacts at the main GPP & Master Trust providers to ensure our proposition was up to date and fully known to the advisers- Supported Advisers in both designing and implementing solutions for their clients including attending client meetings - Designed and delivered training and support material, including a national "auto enrolment user workshop" roadshow for the advisers- Developed a centralised para-planner support function with associated processes, including a new MI database and reporting function, to support our advisers with the tendering and implementation of their cases. - Worked closely with the marketing director on the development of a full suite of marketing and support material, both produced in house and from the providers, which was hosted on the Charles Derby extranet site.- Instrumental in the negotiations, design and implementation of a new partnership between Charles Derby and a national accountancy network to provide the auto enrolment solution for their clients

- October 2007 – September 2013: Workplace Savings Operations Manager responsible for all aspects of Operational Support for AEGONs specialist Corporate Division, Workplace Solutions, dealing with the top 48 Corporate Accounts in the UK, ie both Corporate Advisers and Employment Benefit Consultancies. My responsibilities included:- Leading, managing and developing a team of 22 Para-planners plus 2 Corporate Support Mangers, dealing with all aspects of new scheme acquisition,implementation and retention- Scheme implementation - leading the full process through to full set up and handover to a scheme manager- CRM responsibilities – working with key individuals at our key strategic accounts to ensure we understand and support their respective Target Operation Models to enhance new business acquisition and retention initiatives- Embedding and reinforcing Risk Management to ensure it is understood and embraced in Workplace Solutions - T&C Supervisory responsibilities for Overseers and Worksite Presenters - TCF – ensuring the team understand and demonstrate they are meeting the 6 Outcomes associated with TCF - Compliance – ensure understanding and adherence by all Corporate Solutions staff to both internal and external guidelines so as not to Breach. - Budget monitoring and controlling for the Operations function - Worked closely with my opposite number in Head Office and his managers to ensure we support the various Target Operating Models of our Advisers. QUALIFICATIONS:* CII – Diploma comprising K10, K20, G60 & JO7 with Distinction (Supervision in a Regulated Environment) plus Full FPC* PMI – RPC and MPMI* Lean Six Sigma - Yellow Belt

Demonstrating excellent CRM skills, covered an area from Birmingham down to Plymouth as the senior Service Account Manager, responsible for ensuring we met our key accounts and employers service expectations & requirements, dealing with both proactive initiatives and queries to develop the service they received and enhance the relationships

Involved in the development of both Consultants and Sales Support, utilising various different forms of training and coaching.

Working with the Branch Manager, I was heavily involved in the establishment, development and running of a sales support team for Company's new branch in Guildford

Based in the City of London covering a territory in North London

6 years at our busy Branch in Chelmsford running a team of 10 support staff providing all aspects of sales support for our Consultants and our Customers.