Sheldan Bechie Email & Phone Number

Kingswood, England, United Kingdom

• Facilitated withdrawals, top-ups, and transactions between funds and brokerage assets through a range of systems, ensuring smooth and efficient execution.Played a key role in the management of both client and company Self-Invested Personal Pension(SIPP), General Investment Account (GIA), and Individual Savings Account (ISA) portfolios, collectively valued at millions, ensuring attention to detail and adherence to regulatory requirements.• Followed up on Anti-Money Laundering (AML) procedures, Power of Attorney (POA) documentation, and mandate verifications, collaborating closely with relevant departments to ensure compliance and security.• Assisted new clients in the process of opening accounts, providing comprehensive guidance and support to navigate through the intricacies of financial services.Generated leads for financial advice and new client acquisition, (£1.8m) contributing to the expansion of the business by identifying and pursuing opportunities for growth.• Addressed inquiries regarding account transfers in and out, leveraging advanced platforms such as Origo and Altus to swiftly resolve client concerns and ensure seamless transitions• Effectively communicated client queries and concerns to wealth managers and internal advisers, fostering clear and open channels of communication to provide clients with timely and accurate responses and support.

I started my own Marketing agency , providing Facebook ads.