Richie B. Email & Phone Number

Swindon, England, United Kingdom

Swindon, England, United Kingdom

The purpose of the Centralised Data Analysis & Data Gathering Consultant is to work with the appropriate product providers to complete data gathering on behalf of The Openwork Partnership financial advisers and provide a cost analysis for Legacy Asset cases submitted for analysis, working within our agreed Service levels.Responsibilities include:Analysing.

Swindon, England, United Kingdom

Swindon, England, United Kingdom

I am currently responsible for developing and working with advisers and key stakeholders in order to effectively retain and grow our customer base on the Platform and Horizons Fund range. My panel of accounts is made up of the South area of two large National distribution firms – 2Plan and Lighthouse, both restricted propositions to some extent. To.

Swindon, England, United Kingdom

Zurich Platform Wealth Acquisition ManagerMy role involves selling our Zurich Platform Proposition to financial advisers via telephone and face to face meetings. With a firm understanding of our Retail Platform Wealth proposition, I am able to build and grow relationships with a cold panel of intermediaries allowing me to exceed sales targets.Developing.

Swindon

Selling life assurance, pension and investment products to financial advisers and insurance brokers via telephone and face to face meetings. With a firm understanding of our Retail Platform/Protection & Wealth, I am able to build and grow relationships with a cold panel of intermediaries allowing me to exceed sales targets.Developing relationships with.

Swindon, United Kingdom

As a platform adoption consultant my primary role is to train and manage the relationship of financial advisers on the use of the wrap platform. This was a telephone based role focused on the successful implementation of the platform within their business. As one of the first employed for the role it also involved a considerable amount of development pre.

Effectively communicate to External Suppliers Issues and Defects.Manage prioritisations of issue portfolio including escalations to best manage platform issue service.Provide training and support to the wider Retail Operations and Distribution Teams to allow issues to be reported in the correct fashion and prevent rework.Communicate proactively and.

Swindon, United Kingdom

Team Leader for 6 staffWeekly resource planning.Daily workflow managementAllocate and distribute work so that the development needs of the team members and business priorities are metReport to my senior manager on progress and targetsAchieve contract targetsDealing with both Internal and External customers on the phone.Continuous dealings with Key Account.

Swindon, United Kingdom

Business Support Team Adviser Weekly resource planning.Daily workflow management.Giving training to new starters.Dealing with both Internal and External customers on the phone.Continuous dealings with Key Account managers to maintain our databases so there are no problems when the key IFAs submit business.Setting up of all New ZIFA consultants and.