To complete full research into financial products as required and provide recommendations.To ensure all compliance requirements are met.To create client reports fully outlining their current situation, their objectives, the options available to meet these and our recommendations.To maintain contact with existing clients, providing annual policy review data with updated values and asset allocations.To create and maintain management information spreadsheets and implement new processes.

To accurately underwrite and process secured loan applications, meeting the criteria of the chosen lender from our panel of 11 lenders. To liaise with the client, IFA and lender to maximise the speed with which the application is processed through to completion. To maintain an up to date knowledge of the lending criteria and documents for our panel of lenders and ensure each case is placed correctly, meeting the client's requirements. Achievements/Improvements made: I have received a number of letters of recommendation from clients and IFA's I have dealt with. I achieved the employee of the month award through recommendations from clients and the nomination of my manager. I have helped coach new members of staff and worked closely with my manager identifying areas for improvement within the department, and a number of new training sessions have been introduced as a result.

To resolve mortgage complaints, providing a world class service to the customer and protecting the company's assets, whilst adhering to financial regulation.Responsibilities: To minimise the number of complaints forwarded to the Financial Ombudsman Service. Ensuring that the Financial Services Authority rules are met. Minimising the cost to the company following a complaint. Identifying areas of complaint and recommending solutions. To adhere to my own ex-gratia payment authority levels, resolving complaints to achieve maximum customer satisfaction whilst monitoring and minimising company costs. To take responsibility for identifying areas of improvement within systems, processes and procedures and to be proactive in ensuring these areas are investigated and appropriate measures taken. To promote an environment of continuous improvement amongst my team members, and maintain full reports of all issues identified and the action taken to resolve. To ensure all identified issues continue to be monitored to ensure any detrimental issue within our systems and processes have been resolved.

To be responsible for the day to day running of the store, including my own staff and their development.Responsibilities: To increase profitability whilst reducing costs. To coach, develop and motivate my staff.To run daily reports and analyse the results, reporting key figures to the Area Manager.