Pension Guidance Expert
Current
Nov 2020 - Present
AeroLeads people directory · profile
Simon Smith Dippfs, Certs Email & Phone Number
Pension Guidance Expert at Aviva
at
Aviva
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Pension Guidance Expert at Aviva
Location
Greater Sheffield Area, United Kingdom, United Kingdom
Company size
Who is Simon Smith Dippfs, Certs? Overview
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Quick answer
Simon Smith Dippfs, Certs is listed as Pension Guidance Expert at Aviva at Aviva, a company with 28060 employees, based in Greater Sheffield Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Simon Smith Dippfs, Certs.
Simon Smith Dippfs, Certs previously worked as Pension Guidance Expert at Aviva and Product Support Consultant at Aviva. Simon Smith Dippfs, Certs studied at King Edward Vii School, Sheffield.
Company email context
Email format at Aviva
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Aviva
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Profile bio
About Simon Smith Dippfs, Certs
A hardworking and conscientious individual, eager to take on challenges and willing to pass on my knowledge and experience to others. I have a proven ability to work to deadlines and can work successfully both alone and as part of a team. A qualified Financial Adviser currently providing Guidance and Technical help with Aviva supporting Pension clients.
Listed skills include Diploma In Regulated Financial Planning, Certificate In Financial Planning, Certifiacte In Equity Release, Certificate In Financial Administration, and 13 others.
Current workplace
Simon Smith Dippfs, Certs's current company
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Aviva
5 roles
Simon Smith Dippfs, Certs work experience
A career timeline built from the work history available for this profile.
Product Support Consultant
Providing technical support to front line advisers on Pensions and Bonds. Helping Aviva to maintain client relationships by sharing my knowledge and expertise on the Financial Services Industry and Products provided by Aviva.
Jun 2014 - Nov 2020
Investment & Pensions Financial Consultant (Financial Advisor)
- Financial Consultant (Fully Qualified Adviser) for Aviva with 6 years experience in Financial Planning. Retaining existing customer business through a fact finding process carrying out a full financial review with our.
- Continuing to maintain my CPD (Continuing Professional Development)
- Helping customers using technical knowledge on our products in order for them to make an informed decision if they do not require specific advice
- Advising and making recommendation on tax issues with regard to taking money from Bonds creating chargeable gains. This in turn would lead to potential tax savings for our customers
- Working to strict guidelines in this highly regulated role. This involves workings closely with the Quality Assurance Unit to maintain standards and quality of advice. Initially setting the standard to which we adhere
- Attained CAS (Competent Adviser Status) with Aviva
Jun 2008 - Jun 2014
Customer Services Representative
‘Expert’ role within bonds administration/back-office team which involved answering complex enquiries from both policyholders and Independent Financial Advisers.LEAN Expert role for project on Quotes processing whilst in Unit Linked (Bonds) Enquiries team Managed training programme for new starters at Aviva and ‘buddying’ new starters through until fully.
May 2005 - Jun 2008
Sap Superuser
Whilst working for RMC (now Cemex) I was the project manager overseeing the implementation of a new computer system (SAP) for the company. Also then the ‘SAP Superuser’ for the region based in Sheffield
Jan 1997 - Apr 2005
Team & coworkers
Colleagues at Aviva
Other employees you can reach at aviva.com. View company contacts for 28060 employees →
NP
Natalie Pells
Colleague at Aviva
United Kingdom, United Kingdom
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OB
Odile Bozec
Colleague at Aviva
Châteaulin, Brittany, France, France
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MP
Mia Poole
Colleague at Aviva
Dronfield, England, United Kingdom, United Kingdom
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AM
Allan Mcdonald
Colleague at Aviva
Isle Of Man, Isle Of Man
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JL
Jo Lewis
Colleague at Aviva
Eastleigh, England, United Kingdom, United Kingdom
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JW
Judy White
Colleague at Aviva
Altoona, Iowa, United States, United States
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DC
Daniel Conway
Colleague at Aviva
Dublin, County Dublin, Ireland, Ireland
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SC
Simon Clarke
Colleague at Aviva
Norwich, England, United Kingdom, United Kingdom
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MS
Martin Selby
Colleague at Aviva
Wigan, England, United Kingdom, United Kingdom
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EG
Eilidh Gudgeon
Colleague at Aviva
Grantham, England, United Kingdom, United Kingdom
View →
Natalie Pells
Colleague at Aviva
United Kingdom, United Kingdom
View →
OB
Odile Bozec
Colleague at Aviva
Châteaulin, Brittany, France, France
View →
MP
Mia Poole
Colleague at Aviva
Dronfield, England, United Kingdom, United Kingdom
View →
AM
Allan Mcdonald
Colleague at Aviva
Isle Of Man, Isle Of Man
View →
JL
Jo Lewis
Colleague at Aviva
Eastleigh, England, United Kingdom, United Kingdom
View →
JW
Judy White
Colleague at Aviva
Altoona, Iowa, United States, United States
View →
DC
Daniel Conway
Colleague at Aviva
Dublin, County Dublin, Ireland, Ireland
View →
SC
Simon Clarke
Colleague at Aviva
Norwich, England, United Kingdom, United Kingdom
View →
MS
Martin Selby
Colleague at Aviva
Wigan, England, United Kingdom, United Kingdom
View →
EG
Eilidh Gudgeon
Colleague at Aviva
Grantham, England, United Kingdom, United Kingdom
View →
2 education records
Simon Smith Dippfs, Certs education
Education record
King Edward Vii School, Sheffield
Education record
Manor Lodge
FAQ
Frequently asked questions about Simon Smith Dippfs, Certs
Quick answers generated from the profile data available on this page.
What company does Simon Smith Dippfs, Certs work for?
Simon Smith Dippfs, Certs works for Aviva.
What is Simon Smith Dippfs, Certs's role at Aviva?
Simon Smith Dippfs, Certs is listed as Pension Guidance Expert at Aviva at Aviva.
Where is Simon Smith Dippfs, Certs based?
Simon Smith Dippfs, Certs is based in Greater Sheffield Area, United Kingdom, United Kingdom while working with Aviva.
What companies has Simon Smith Dippfs, Certs worked for?
Simon Smith Dippfs, Certs has worked for Aviva and Cemex.
Who are Simon Smith Dippfs, Certs's colleagues at Aviva?
Simon Smith Dippfs, Certs's colleagues at Aviva include Natalie Pells, Odile Bozec, Mia Poole, Allan Mcdonald, and Jo Lewis.
How can I contact Simon Smith Dippfs, Certs?
You can use AeroLeads to view verified contact signals for Simon Smith Dippfs, Certs at Aviva, including work email, phone, and LinkedIn data when available.
What schools did Simon Smith Dippfs, Certs attend?
Simon Smith Dippfs, Certs studied at King Edward Vii School, Sheffield.
What skills is Simon Smith Dippfs, Certs known for?
Simon Smith Dippfs, Certs is listed with skills including Diploma In Regulated Financial Planning, Certificate In Financial Planning, Certifiacte In Equity Release, Certificate In Financial Administration, Customer Retention, Customer Service, Strategic Financial Planning, and Finance.
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