Philip Murdock Email & Phone Number

Melbourne, Victoria, Australia

- Developing comprehensive financial plans to help new and existing clients achieve their long-term goals and increase their overall wealth.- Strategy composition as well as managing the execution of this strategy.- Collaborating with cross-functional teams to provide personalized financial advice and solutions tailored to individual client needs and.

Melbourne, Australia

- Collaborated with senior advisers to create and implement comprehensive wealth management strategies for high-net-worth clients.- Conducted in-depth financial analysis for clients, identifying key investment opportunities and developing customized financial plans.- Cultivated and maintained relationships with clients, providing ongoing support and.

Melbourne, Australia

- Provide one-on-one support to specific Strategic Financial Advisers of the business.- Relationship management of both clients and internal/external stakeholders.- Managing advice implementation and the completion of the relevant paperwork associated with this. The paperwork would be checked off by the adviser or associate adviser and the implementation.

Melbourne, Australia

- Responsible for 24 members of staff split across 4 teams which covered a wide area of the customer service delivery business within the call centre. The teams were the superannuation helpline team, customer care team, email/online inquiry team and the Pension Specialist team. - We were responsible for the reporting of data to the call centre manager.

Melbourne, Australia

• Buddying/Coaching/Training – Helping to train and buddying with new consultants so that they have the best start possible. Not only is technical knowledge important – I have to be an advocate of Mercer and a role model.
• Management Support – Utilizing management tools to help run the team as well as maintaining management spreadsheets for on-going analysis.
• 2nd In Command – During management absence, key responsibilities are entrusted to me so that the team is supported.

Melbourne, Australia

- Providing superior professional front-line support and general advice to members in answer to their Superannuation enquiries covering contract technicalities, benefit structure, investments and insurances.- Informing members how their Defined Benefit Scheme is structured as well as covering what options they will have upon retirement, including Lifetime.

Melbourne, Australia

• (Reporting to company director)
• Account Management – Liaising with all clients from high net worth to new customers so that all orders and service work are completed on time and to the client’s requirements.
• Sales Strategy – Researching/indentifying our target market of architects and building consultants who are involved in high rise building design. They had to be qualified as having a need for building maintenance.
• Website redesign – Taking the existing website, I was responsible for redesigning the hierarchy and layout of the new site. All new content had to be vetted with Photoshop work on images and navigation buttons.
• Project Quotations – All facade access systems have to be quoted for tender and so I was involved in gathering what was required i.e. air freight costs, part/component costs etc.

Glasgow

• Business broadband & lines – Full business consultation on where the business is now and where it intends to be in 5 years so that the correct package can be tailored to their needs.
• Business mobile contracts – Selling individual mobile contracts was a must as well as thinking outside the box on how a mobile could be integrated with a full line package to best benefit the business.
• Cross selling – Consultation was also used to maximise on cross selling opportunities for Microsoft Office 365, Cloud storage as well as insurances for broadband/line service.
• Lead Generation – All switching system leads would also need to be unearthed to make sure BT stayed ahead of competitors.
• Websites – Business consultation also investigated the businesses website requirements and how BT could help. We offered full websites down to basic hosting/security packages.
• Google Adwords – Providing pay per click advertising solutions to businesses requiring increased website traffic.

Glasgow

• Cold calling – I cold call financial advisers to sell London & Colonial’s New Open Annuity, SIPP (Open Pension), EU Open Annuity and EU SIPP products which are targeted towards high net worth clients. Our target fund.
• Technical support – The products sold are technical in nature and as such, I am to provide technical support and guidance to my regions, in order that the financial advisors are able to give best advice to their clients.
• Account Management – All paperwork and systems must be managed so that all accounts are in order. I manage the quotation process and also look after all applications as I liaise with my sales support team. All.

Edinburgh

• Leadership/Management
• Performance management - Responsible for 8-12 District Sales Manager’s targets. Used KPIs to manage daily/weekly/monthly targets. Motivation was key, providing a role model within myself.
• Coaching – Daily and weekly coaching in order that performance be improved upon to meet/beat KPIs. This would be completed both in the field and in the office. Staff reviews were completed every 6 months.
• Training – Mentorship was provided for all new staff for all relevant demographics required to be sold to. Cross selling was also established before coaching and feedback started.
• Paperwork audits – All contracts were audited as well as managing when/how these were handed in. All other paperwork e.g knock sheets were also checked so that branch audits were passed.
• Disciplinary – Disciplinary issues had to be handled such as poor performance, sickness & lateness as well as complaints. Necessary documents had to be completed and escalated if required.

Edinburgh

• SIPP Training - Trained all new SIPP processors from new recruit to fully trained processor involving computer systems/programs, procedures, legislation, best practice and efficiency techniques.
• SIPP Coaching/support – New recruits and existing staff were given on-going coaching in respect of the above. I would handle technical enquiries and was an expert in commission, block transfers and drawdown.
• SIPP Processing – Liaising with Independent Financial Advisors, targets had to be met for the number of applications processed. Errors were also targeted to minimise re-writing of applications. I would re-write.
• SIPP Trades – Dealt with fund/investment purchases including TIPs, bonds, external accounts as well as higher risk hedge funds.
• Commission Expert – Recalculating and correcting historical/ongoing commission structures on existing policies.
• Lean management – This would involve reviews of existing procedures within the department and providing solutions, guidance as to we would improve on these.

Edinburgh, United Kingdom

- Points were awarded for services sold and bonuses were paid against this. Products sold were personal loans, personal loan protection, flexi-loans, credit cards, credit card insurance & overdrafts, as well as personal current accounts & savings accounts.- We were rewarded for demonstrating the value of and agreeing the bundling of additional products to.

Financial Planning

Graduate Diploma of Financial Planning

Financial Planning

Advanced Diploma of Financial Planning

Financial Planning

Diploma of Financial Planning

Commercial Music, Music Technology & Management, Ba

Higher National Diploma In Music And Audio Technology, Music & Audio Technology, Hnd