Samuel Smith Email & Phone Number

Schroders

Working at Benchmark Capital at Best Practice Chartered Financial Planners.Best Practice defines impartial advice, and is a truly independent organisation, free from the influence of any financial corporation. Members represent the best in the UK, who, in turn, offer the highest standard of service.Working in the Quality and Risk team with the following responsibilities.• Focused File Reviews• Member Qualification Records• Fusion Report Analysis• Replacement Policy Check Procedures• Upholding File Quality Standards• New Business Register and Suspense Account checks• Product and Focused Business Reviews• Company KPI Assessments• Enhanced Monitoring / ExceptionReporting• Pension Transfer Pre-Sale Checks• UCIS Monitoring• Member Training Visits• Complaint Investigations• Technical Support and Regulatory Role AnalysisPlatform analysis.Working across both Best Practice and Evolution Wealth networks.Training and Development for QRA team, designing, implementing of training scheme.Complaints Manager, maintaining the register. Complaint Handling, investigation and resolution. Gabriel returns, training.

Guildford, United Kingdom

Increasing awareness to the Post Office Money "Challenger" bank, with Financial input from the Bank of Ireland.Visiting Local business to promote the Post Office Money product range.

Woking & Haslemere

Providing holistic financial advice covering, Protection, Will writing, Mortgage advice, and providing referrals to the team where required.Providing training and coaching to the team of branch staff, and working closely with stakeholders to make the business more successful.

Guildford, United Kingdom

High Achieving Gold performer. Covered several branches up until July 2008 when was given Guildford as my main branch.Skilled in Coaching/teambuilding/ mortgage and protection advice/ managerial responsibilitiesLeft for HSBC for FPM role for career progression, as nothing available at Barclays.

Woking

Joined as a Mortgage Adviser, after 1 months training my sales manager was on long term sick and was not around to observe and sign off my interview skills.Meanwhile an old application for Barclays was followed up and I joined shortly afterwards

Woking

Started at Alliance & Leicester as a cashier, and became a customer adviser, then managed the branch until I finished my self study for mortgages. No role available, so left for the Yorkshire Building Society

Dipfa, Financial Planning And Services

Ro5, Financial Protection

Bachelor Of Science (Bsc) Hons, English Language/Literature

Activities and Societies: Currently studying, looking to graduate 2012

Cemap, Mortgage Advice And Practice

Hnd, Multimedia Broadcast Graphics And Animation

Course graduated with Distinction