-In my current role on the Client Services Team I provide support to financial advisers. The range of this support encompasses illustrations, applications, guidance with the Sanlam website, trust documents and adviser fees.-I take telephone calls and email from clients, financial advisers and external companies (E.g. Receiving / Ceding Schemes) on a wide range of enquiries / issues / requests with a view to providing a first point of resolution. Where a resolution cannot be offered by the end of the call, I will generate a piece of work for our back office.-I produce New Business/Top-Up illustrations for financial advisers and direct clients on Bonds, ISA’s, GIA’s and Pensions

- My main admin role involved producing Retirement Illustrations, Policy Projections, Calculating Annual Annuities, Issuing Fund Values, completing Fund Switches, transferring monies to other providers, amending the personal details of policyholders (Names, Addresses, Dates of Birth), processing letters of authority & Nomination Instructions. - Managing the FSA requirements for TCF (Treating Customers Fairly) across the Individual Pensions Department by motivating staff, providing support to my TCF Representatives and corresponding with the rest of Customer Service.- I was responsible for controlling access to all temporary system log-in’s on the department and ensuring that the passwords were re-set each month.- Out of hours I provided onsite support to large scale projects and system releases by co-ordinating communications between health check colleagues, reporting any system issues that arose and performing health checking of my own.- In work hours, following such a release, I acted as a point of contact to all colleagues on the department and provided support with finding resolutions to issues and escalating severe issues to the IT support team.- I also completed confidential health checking for the business for Annuity Rate changes & changes to the rates on the With-Profits funds.

- Stock replenishment required regular isle checks to ensure that product availability was maintained- POS (Point Of Sale) & SEL (Shelf Edge Label) Accuracy is a trading standards requirement and regular maintenance and control of this was dealt with on a daily basis to allow for range changes and sold out goods- PI (Perpetual Inventory) Checks required the technical skills to manage the stores database of goods, to ensure that enough goods were always on order to match demand- Laying Out New Department Briefs was run by myself and had to be completed correctly within a single night and be visually eye catching- Customer Interaction to resolve requests, enquiries and complaints was a large part of the role and it could take place on the shop floors, over the phone or across a counter with each situation requiring a different customer approach.