Petra Hodson

Petra Hodson Email and Phone Number

Client Relationship Manager and Financial Adviser @ FINANCE SHOP LIMITED
Norwich, England, GB
Petra Hodson's Location
Greater Norwich Area, United Kingdom, United Kingdom
About Petra Hodson

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.

Petra Hodson's Current Company Details
FINANCE SHOP LIMITED

Finance Shop Limited

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Client Relationship Manager and Financial Adviser
Norwich, England, GB
Employees:
20
Petra Hodson Work Experience Details
  • Finance Shop Limited
    Client Relationship Manager And Financial Adviser
    Finance Shop Limited
    Norwich, England, Gb
  • Finance Shop Limited
    Client Relationship Manager & Financial Adviser
    Finance Shop Limited Mar 2020 - Present
    United Kingdom
  • Finance Shop
    Paraplanner
    Finance Shop Jun 2018 - Mar 2020
    Norwich, England, United Kingdom
  • Finance Shop
    Personal Assistant To Director
    Finance Shop Jun 2015 - Jun 2018
  • Finance Shop
    Personal Assistant To Director
    Finance Shop Apr 2014 - Nov 2014
    Norwich, England
    β€’ 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 – 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
  • Aviva Plc
    Customer Experience Team Leader
    Aviva Plc Oct 2011 - Mar 2014
    Norwich, England
    β€’ 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 – internal - development of data capture tool to identify common issues within current process to address reoccurring failure β€’ Innovative solutions – customer - provision of MI dataβ€’ Change management - relocation of work, organising training and up skilling of new area
  • Norwich Union
    Customer Adviser
    Norwich Union Apr 2006 - Oct 2011
    Norwich, England
    β€’ 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

Financial Services Customer Experience Pensions Management Customer Service Training Performance Improvement Process Improvement Training Delivery Organisational Leadership Communication Skills Performance Management Business Process Recruiting Communication Team Leadership Team Management Strategy

Petra Hodson Education Details

  • Cii
    Cii
    Pass
  • Cii
    Cii
    Pass
  • Cii
    Cii
    Pass
  • Cii
    Cii
    Pass
  • Cii
    Cii
    Fa2 Pensions Administration
  • Cii
    Cii
    Cf1 Uk Financial Services, Regulation And Ethics
  • City College
    City College
    English
  • Czech Republic
    Czech Republic
    Equivalent 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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