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 objectives.- Preparing Statement of Advice documents or liaising with the paraplanning team in order that these are completed to spec.- Overseeing of advice implementation, including checking all associated paperwork.- Managing the annual review process to satisfy our contractual requirements within the relevant timescales.- Xplan utilization to maintain client files, generate reporting and provide advice.- Continuous professional development upkeep.- Coaching and support to other advisers as well as support team members.

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 guidance to help them achieve their financial goals.- Preparation of Statement of Advice documents or liaising with the paraplanning team in order that these are completed to the adviser’s specification.- Overseeing of advice implementation, including checking all associated paperwork.- Helping to manage the annual review process to satisfy our contractual requirements within the relevant timescales.- Xplan utilization to maintain client files, generate reporting and provide advice.- Continuous professional development upkeep.- Coaching and support to other support team members.

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 periodically checked also. - Booking annual reviews with clients to satisfy our contractual requirements within the relevant timescales.- Xplan utilization to maintain client files and to generate reporting.- Continuous professional development upkeep.

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 which allowed them to report to our corporate clients. We would use this data to plan staffing levels, annual leave, training sessions etc.- Management of our relationship with external corporate clients was paramount, presenting to these stakeholders monthly. Management of our internal stakeholders was also important.- Monthly call listening/marking was conducted, and coaching provided based on how the staff member performed against their KPIs as well as our standards. - Management of our teams to pre-defined KPIs. Disciplinary issues had to be handled such as poor performance, sickness & lateness as well as member complaints.

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 Pensions.- Helping to train and buddying with new consultants so that they have the best start possible. Not only is technical knowledge important – I must be an advocate of Mercer and a role model.- To build effective, strong and positive working relationships with internal and external stakeholders as well as internal business units.- Utilizing management tools to help run the team as well as maintaining management spreadsheets for on-going analysis.- During management absence, key responsibilities are entrusted to me so that the team is supported.- KPI driven, my role involves establishing opportunity for a member to benefit from financial advice and referring this to our telephony-based advice team.

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 units, access systems, static safety lines, walkway/ladder systems or anything we offer.• 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.• Business Retention – Calling customers who have recently chosen to cancel their advertising and discussing their decision, with a view to retaining their business through better packages/different products.

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 sizes are £100k+ for NOA and £250k+ for EU OA.• 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 communication must be compliant as well as all money laundering & data protection guidelines adhered to

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.• Logistics – I was responsible for the transport and deployment of all staff. This would be from both a tactical, motivational and safety perspective.• Health & Safety – Managed Health & Safety protocol, assessing the team through spot checks and prolonged observations/challenges. Also, safety checks had to be completed daily on my own vehicle

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 incorrectly processed applications for the department.• 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.• Telephony - I dealt with Independent Financial Advisors, providing information on the current status of new business applications for Life Assurance products (Including Medical Reports), Investment Bonds and Pensions giving outlines of regulatory/legal requirements.

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 the initial enquiry i.e. savings accounts with a current account, as well as selling insurance with products provided or increasing the overall borrowed amount. - Any leads for other areas were to be established and then passed to the relevant area to follow up on such as home/travel/car insurance, mortgages, financial reviews etc.- As well as handling inbound calls, we also made outbound calls to customers in order to increase sales.- At all points, great customer service had to be maintained and championed.

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