Primarily focused on office administration, I handle a diverse range of responsibilities encompassing administrative tasks, reviews, and the efficient processing of business operations. My role involves maintaining records, facilitating smooth client interactions, and ensuring compliance with regulatory standards.

• Providing an excellent customer service to St. James’s Place Partners where relationships have been damaged • Answering complex queries from St. James’s Place Partners on pensions, bonds (onshore and offshore) and UT/ISA products• Building and maintaining relationships with colleagues and third parties • Ensuring client information is accurate and up to date• Ensure all work is accurate and correct• Ensuring deadlines are met while carrying out the highest standard of service to the department and colleagues • Demonstrating a high level of business communication through multiple platforms in order to meet ever changing deadlines • Ensuring product knowledge is up to date in an ever-changing environment by completing monthly online training courses

• Offering administrative support to the Senior Support Managers and answering calls/emails on their behalf to help manage workloads. • Building up product knowledge of Pensions and Bonds.• Liaising with other providers regarding pension transfers• Responsible for preparing and issuing requested policy information to policyholders, trustees, financial advisers and authorised 3rd parties.• Ensuring relevant company checks are carried out on employers • Matching unallocated monies to policies• Contacting financial advisors when further information is required.• Amend and update client and billing information.• Review policies to establish if amendments to tax, premium or cover is required • Ensure all work is accurate and correct• Work in an ever changing, challenging environment• Work well on my own initiative

Working in the Contact Centre dealing with customers, IFAs, Solicitors etc. about various Investment products with St. James's Place Wealth Management.