Robert Smith Email & Phone Number

Leeds, United Kingdom

Leeds, United Kingdom

Harrogate, United Kingdom

Part of a strategic integration project that successfully rebranded Family Investments and Engage Mutual to OneFamily.Successful delivery of enhanced customer self-service capability via the company website.Part of a software delivery team responsible for maintaining and enhancing the administration system for a key strategic business partner.Successful deployment of an external sanctions screening solution Extensive 'as is'​ and 'to be' business process mapping experienceProcess re-engineering skillsEnd to end experience of a project lifecycleAbility to work with multiple stakeholders across all business functionsProven ability to elicit and document business requirementsExperience in working with Agile and Waterfall methodologiesExcellent stakeholder management skillsExperience of creating and contributing to a range of project documentation including business case, risk assessment, project plans and implementation plansExperience of working closely with software development teams

Skipton

Responsible for the review of an existing administration process supporting the sale of annuities. A detailed process review and implemented recommendations resulted in a 20% reduction in processing times.Responsible for the delivery of a data cleanse project with a budget of £60,000. Project successfully delivered on time and under budget with over 70,000 policy records validated and over 3,000 records updated.Responsible for the creation and implementation of a new business process to support the SIPP contract advice process.

Skipton

Managing a team conducting advice suitability assessment provided by over 100 financial advisers.Designing and delivering bespoke training to financial advisersProviding advice and support to financial advisers in relation to best advice, taxation and financial products