Petra Hodson Email and Phone Number
Experienced customer focused individual with a highly successful track record of achieving results on either a personal level or leading a team. Key strengths include organisational, planning, and communication skills to all staffing levels, all applied to improve operational efficiency through an open management style encouraging others towards personal development and driving productivity. A highly motivated self-starter able to work under own initiative, committed to professional and continuous development.
Finance Shop Limited
View- Website:
- financecarshopltd.co.uk
- Employees:
- 20
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Client Relationship Manager And Financial AdviserFinance Shop LimitedNorwich, England, Gb -
Client Relationship Manager & Financial AdviserFinance Shop Limited Mar 2020 - PresentUnited Kingdom -
ParaplannerFinance Shop Jun 2018 - Mar 2020Norwich, England, United Kingdom
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Personal Assistant To DirectorFinance Shop Jun 2015 - Jun 2018
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Personal Assistant To DirectorFinance Shop Apr 2014 - Nov 2014Norwich, Englandβ’ Provided high quality administrative support to aligned company director, line manager and colleaguesβ’ Built relationships with key clients to support retention and generate new business enquiries β’ Proactively undertake reviews of administrative processes/procedures in order to suggest and implement continuous improvementsβ’ Lead the Group Personal Pension portfolio Key achievements include:Building relationshipsβ’ Gained customers trust by delivering on my promises, adapting communication approach and ensuring customers were kept informed at all timesβ’ Ownership of Group Pension portfolios, servicing each customer demand, obtaining information from associated pension providers and providing relevant information to customersβ’ Mentored colleagues and shared knowledge to improve performance of teamGroup Pensions β Auto enrolmentβ’ Supported key companies in their auto-enrolment journey and worked closely with employers helping them to understand their auto-enrolment responsibilitiesβ’ Introduced new operational processes internally and rolled out new systems and reporting tools externallyβ’ Successfully auto-enrolled 2 x largest group company schemes with over 400 employees each Administrative supportβ’ Personal development programme undertaken to increase knowledge of multiple products to enable better understanding of client portfolios β’ Researched clients portfolio information from existing providers and obtained online comparisons when required to support director client conversations to ensure best advice givenβ’ Processed online quotes and applications timely and accurately to meet compliant regulations
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Customer Experience Team LeaderAviva Plc Oct 2011 - Mar 2014Norwich, Englandβ’ Managed, motivated and developed multiple teams of up to 20 customer advisers β’ Built relationships with key customers including IFAs, customer relationship managers and companiesβ’ Provided solutions to daily queries including technical and product related issuesβ’ Challenged the team to improve productivity and shared best practice with the wider business to simplify processesKey achievements include:β’ Recruitment support within growing areaβ’ Performance management β’ Innovative solutions β internal - development of data capture tool to identify common issues within current process to address reoccurring failure β’ Innovative solutions β customer - provision of MI dataβ’ Change management - relocation of work, organising training and up skilling of new area -
Customer AdviserNorwich Union Apr 2006 - Oct 2011Norwich, Englandβ’ Administered company pension schemes β’ Developed knowledge of all processes, became an expert in a number of specialist areas within the departmentβ’ Build solid relationships with IFAs, customer relationship managers and companies - constantly delivering great customer serviceKey achievements include:β’ Lead trainer - Delivery of training program to new entrants on multiple business related tasksβ’ Building relationships - took ownership of aligned accounts and gained trust of IFAs, customer relationship managers and companies by understanding the customers' requirements, business needs and delivering a high level of customer service β’ Winning new business - requested by IFAs and customer relationship managers to accompany on company visits, talked through the role of the team and the service we provide
Petra Hodson Skills
Petra Hodson Education Details
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CiiPass -
CiiPass -
CiiPass -
CiiPass -
CiiFa2 Pensions Administration -
CiiCf1 Uk Financial Services, Regulation And Ethics -
City CollegeEnglish -
Czech RepublicEquivalent To English 'A-Levels', Czech Language, English, Economics, Accounting
Frequently Asked Questions about Petra Hodson
What company does Petra Hodson work for?
Petra Hodson works for Finance Shop Limited
What is Petra Hodson's role at the current company?
Petra Hodson's current role is Client Relationship Manager and Financial Adviser.
What schools did Petra Hodson attend?
Petra Hodson attended Cii, Cii, Cii, Cii, Cii, Cii, City College, Czech Republic.
What are some of Petra Hodson's interests?
Petra Hodson has interest in Environment, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Health.
What skills is Petra Hodson known for?
Petra Hodson has skills like Financial Services, Customer Experience, Pensions, Management, Customer Service, Training, Performance Improvement, Process Improvement, Training Delivery, Organisational Leadership, Communication Skills, Performance Management.
Who are Petra Hodson's colleagues?
Petra Hodson's colleagues are Chris Mallett, Victoria Mallett, Harvey Debenham, Theresa Mallett, Clare Foat, Michelle Lofts, Aaron Roe.
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