Responsible for managing 6 multi-functional teams to provide para-planning and administration services to support Client Services consultants and their clients delivering :- Private Client whole of market advice & recommendations- Corporate restricted advice & recommendation - Group Risk administration, direct sales and report writing facilities- Private Client administration processing new business and delivering on-going services - Retirement Services providing support… Show more Responsible for managing 6 multi-functional teams to provide para-planning and administration services to support Client Services consultants and their clients delivering :- Private Client whole of market advice & recommendations- Corporate restricted advice & recommendation - Group Risk administration, direct sales and report writing facilities- Private Client administration processing new business and delivering on-going services - Retirement Services providing support from initial lead through to completion of new business- Corporate pensions administration for whole of market & restricted advice models Key Accountabilities:- Leadership and motivation of all teams, developing and encouraging career progression - Managing change across all functional teams to improve business efficiencies and reduce costs- Responsible for managing operational risks and controls, resulting in" low risk" audits - Achievement of service levels & positive feedback on team performance - Project managed implementation of business and industry changes e.g. RDR, new systems- Promoting operational services to new and existing strategic partners leading to new partnerships- Produce monthly board reports with management information and financial reporting on all areas Show less

Responsible for the creation and development of the operational framework of the Business Service Centre with full responsibility to recruit, train and develop all teams to support all Origen's routes to market (private client, retirement services, corporate pensions & group risk).During this time, I have also been involved in high profile projects and business wins.

I was responsible for leading, managing all five legacy operational sales support teams purchased by AEGON, where I took personal responsiblility to review each of the businesses and streamline to one single target operating model.On completion of this work, I then passed responsibility of the support functions to Regional Sales Managers, so I could focus on project activities to prepare for centralisation. I was involved in the delivery of multiple projects including:-… Show more I was responsible for leading, managing all five legacy operational sales support teams purchased by AEGON, where I took personal responsiblility to review each of the businesses and streamline to one single target operating model.On completion of this work, I then passed responsibility of the support functions to Regional Sales Managers, so I could focus on project activities to prepare for centralisation. I was involved in the delivery of multiple projects including:- Introduction of a new back office system which included data migration, contract enquiry and EDI - Rationalisation of provider agencies of the five legacy businesses- Introduction of a post, scanning & document management system- Migration of regional sales support administration to the central hub- Managed the regional redundancy programme and recruited for central Business Service Centre Show less

I was responsible for the delivery of the central new business function and sales support across all Momentum UK regional offices. Successes included documenting end to end processes to create a single operating model and rationalisation of offices to reduce operational costs.. Also involved in many projects with a key success being the creation of the Origen Lead Generation Unit to data mine private clients to pass to "sales" to put processes into practice..

Responsible for managing a model office to introduce a new front and back office system across the whole of Aon, including documenting operating and system procedures to meet FSA guidelines, as well as manage stakeholders, aligning provider systems to support the transformation. As part of the Aon Financial Services management buy-out, I project managed all operational changes e.g. separation of commission linked to provider agency structure.

I was responsible for managing a team to develop quality tools such as customer survey, transactional feedback and indeed, moments of delight and complaints to facilitate change across the whole of NatWest Life. . I was also heavily involved in the European & British Quality Awards for NWL and "regulated sales" where I was delighted to receive a UK Achievers Award for my contribution to this work.

Initially involved in system testing, technical training before moving on to managed a new business processing team. Involved in facilitating Continuous Improvement across the business where I won a NatWest Vision Award.