Susan Tate Email and Phone Number

Key responsibilities:- Analysed existing data extracts to identify problematic data in order to update and cleanse data across all business units in preparation for conversion into a new database.- Performed and evaluated relevant testing of the data conversion process.- Reviewed and implemented defined cataloguing standards relating to the Company’s power generation and energy infrastructure assets.- Developed procedural documents for all Materials related activities that are aligned with Company policy.- Developed training materials as required for all business units.- Assisted in the review, mapping and documenting of business processes across all business units.- Provided project administrative support across all business units as required, including drafting and distribution of communications.

Key responsibilities:- Supported the implementation of the dealer group’s strategic initiatives that required the enhancement of supported adviser systems.- Analysed and understood the impacts of change on operational processes and adviser systems, whether proposed from within the dealer group, or from member firms.- Consulted with member firms and internal stakeholders to establish business and/or functional specifications appropriate to problems or project objectives relating to advice systems and the advice process.- Evaluated potential efficiency gains from effective utilisation of adviser systems.- Maintained internal relationships with key stakeholders in adviser systems.- Assisted in the management of projects and built relationships with users, technical staff and management.- Prepared appropriate communications relating to new system releases, functionality and educational articles relating to adviser systems.

Key responsibilities:- Delivered training workshops on the core components of the dealer group supported technology platform for member firm staff and Advisers.- Developed and maintained training and educational material for the workshops.- Ensured all training workshops contained clear learning outcomes for attendees.- Identified and understood user requirements and continually improved the training workshops.

Key responsibilities:- Preparation of Statements of Advice.- Reviewed client investment portfolios.- Modelling of financial planning strategies.- Where appropriate, offered recommendations of alternative financial planning strategies.- Implemented recommended financial planning strategies and related transactions.- Provided technical support and investment research.