Stephen Taggart Email & Phone Number

City Of Bristol, England, United Kingdom

Brunel Pension Partnership is one of eight UK Local Government Pension Scheme pools, bringing together £35+ billion of investments from ten like-minded pension funds.At Brunel, I play a key role in driving innovation in data governance and strategy execution, working closely with data owners and third-party vendors. My focus includes developing and.

Bristol, England, United Kingdom

Brunel Pension Partnership is one of eight UK Local Government Pension Scheme pools, bringing together £35 billion of investments from ten like-minded pension funds.At Brunel, I am responsible for Quarterly Performance Reporting and supporting the implementation of Brunel's Data Strategy.Key Achievements:- Implemented a new reporting system, enhancing the.

Bristol, England, United Kingdom

Contributed to the HL Select and Multi-Asset Fund Administration team at Hargreaves Lansdown by managing daily NAV reconciliation, fair value adjustments, and conducting four-eye trade verification with fund managers.

Bristol, United Kingdom

• Supporting two Investment Directors and one Investment Manager, I was responsible for;
• Assisting with the day to day administration of accounts as required, including building and executing trades as required and directed by Senior Managers, cash payments, static data amendments, ISA subscriptions, etc.
• Maintaining direct relationships with IFAs and Intermediaries covering South West England and Wales.
• Guided Advisers on Rathbones products and services, with a client-centric approach
• Contributing to the asset allocation and stock selection process, reviewing performance of preferred funds and coordinating meetings with external fund managers either in Bristol or via the London office.
• Providing detailed investment proposals and presentation packs for pitches and client meetings.

Bristol, United Kingdom

• Rathbone Brothers Plc, a FTSE 250 company listed on the London Stock Exchange, is an award winning provider of high-quality personalised investment and wealth management services to c.48,000 clients with over £34.2.
• Delivering high quality service to Private Clients, Trusts, Charities, Private companies, UK Independent Financial Advisers and various external bodies on behalf of three Individual Investment Managers.
• Directly involved in administration of investment management, from proposals and onboarding to ongoing reports, updating data, rebalancing portfolios, placing trades, making cash payments, asset transfers in, along.
• CISI: Investment Advice Diploma
• CISI: Chartered Wealth Manager Masters (in progress)

Liverpool, United Kingdom

• Rathbone Brothers Plc, a FTSE 250 company listed on the London Stock Exchange, is an award winning provider of high-quality personalised investment and wealth management services to c.43,000 clients with over £27.2.
• Delivering high quality service to UK and Offshore Wealth Management Provider companies, focused on Self Invested Personal Pensions (SIPPs) and Offshore Bonds.
• Key liaison between underlying clients, Financial Advisers and Provider Companies; from becoming a client, initial investment and transfer through to natural retirement or other types of account closures.
• Arranging agreements and building new and existing links with Wealth Management Provider companies.
• Ensuring compliance with regulatory standards on behalf of external companies with new and existing accounts. Including ensuring Investments held are checked against permitted investments lists and against the HMRC.
• Produce multiple detailed internal and external data analytics research reports reviewing and distributing Provider Company and Financial Adviser Funds Under Management (FUM) summaries.Key Achievements:

Sydney, Australia

• Wealthub Securities Limited trading as nabtrade is an information, trading and settlement service. A new trading platform in the Australian Securities Exchange.Key Achievements:
• Part of the migration/novation team during the transition from NAB Online Trading to nabtrade.
• Delivered $3.6 Million of new money to the business in a targeted outbound campaign to assist clients during launch ($360,000 target)
• Achieving and beating targets set for Average Handle Time and efficiency
• Understanding and resolving complex enquiries along with resolving complaints.
• Delivered and suggested key process improvements which have increased usability and productivity.

Sydney, Australia

• Delivering high quality customer service for one of Australia's largest Managed Fund and Superanuation trustees.
• Exceeding targets for Average Handling Time.
• Passed Managed Investments Exam for RG146 Compliance

Liverpool

• Taking advisor calls for a fortune 500 company, dealing with Santander account holders everyday banking enquiries such as balance, money movements, saving & investing, advice on products and features. Key Achievements
• 100% customer satisfaction scores
• Passed all risk and regulatory checks during every call
• Average handling time within 320 seconds (this includes after call work)This has provided me with extensive training of customer service, complaints handling and problem solving in a professional corporate environment

Liverpool, United Kingdom

• Providing sales through service for a fortune 500 company dealing with a portfolio of Barclays account holders and finding needs for products and services that may be available to them. Key Achievments
• 100% customer service satisfaction scores
• Maintained consistent targeted sales results
• Recognised for going above and beyond for customersThis has given me extremely valuable sales techniques and customer service skills, increasing my knowledge in the sales and finance sector. This also has driven my.

Cisi Level 4 Diploma In Investment Advice

Investment Advice and dealing. Investment Risk & Taxation, Securities, UK Regulation & Professional Integrity

Advanced Certificate In Global Securities Operations

Cisi Level 3 Certificate In Investment Operations

Activities and Societies: Introduction to Securities & Investment, Regulations, Global Securities Operations

Foundation Degree (Incomplete), Music And Audio Production

Activities and Societies: Modules included, Live sound, studio recording, music and culture, acoustic design, digital media.

Diploma, Music Technology

Gcse, 13 Gcse'S & 3 A/S* Level