Richie B. Email & Phone Number

United Kingdom

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 product information received to complete a cost analysis and produce a draft client report for the introducing adviser.Regularly following up with the adviser and/or providers where there are outstanding requirements.Working in collaboration with The Openwork Partnership's financial advisers to ensure that their requirements are met, which allows them to provide suitable advice.Ensuring all work is completed compliantly and within agreed service level agreements.Identifying and championing improvements to team processes and procedures.Proactively managing individual pipeline of cases.

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 supplement this I have a number of other strategic partner firms, where I have existing relationships and a development opportunity with simply Biz accounts that sit below the mid size firm threshold usually applied to the Account Manager role.

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 relationships with decision makers: by identifying the key decision-makers within firms and starting, building and developing strong rapport, I have successfully become a significant component in their business process as a key supplier.

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 decision makers: by identifying the key decision-makers within firms and starting, building and developing strong rapport, I have successfully become a significant component in their business process as a key supplier.

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 “go live” using my industry knowledge and experience to ensure key functionality was improved to give the best user experience.Full in depth understanding of all functionality of platform productsTargeting specific client banks Training sessions using ICUC technologyFirst point of contact for advisers Issue resolution UAT Testing

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 effectively with internal stakeholders regarding Issues and Defects and manage user expectations appropriately.Communicate proactively and manage expectations with advisers/clients where appropriate.Provide technical testing support for Retail Platform Releases (out of hours).Support the Retail business by providing accurate and timely business information regarding Issues and Defects.Work closely with third party suppliers to create an effective relationship to facilitate streamlined issue resolution.Provide support and knowledge to other Retail functions regarding the Retail Platforms functionality, processing and defects.Support wider team and provide cover during absences

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 managers to maintain our databases so there are no problems with IFA’s getting information on various client plans.Procedure writing and updating.Complaint handling resolutionSorting and Logging of daily post

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 responsible for closing them down when they leave.Procedure writing and updating.Sorting and Logging of daily post.Maintaining the ZIFA H/O Mailing lists and databases.