Innovation

PA to the CEO and Senior Leadership Team / Business Support Assistant Responsible for providing commercial, business and administrative support to the Chief Executive, Operations Director and Senior Management Team. • Managing the CEO’s incoming email including prioritising and responding where appropriate• Diary management for the CEO and the board of directors.• Organising and scheduling various monthly meetings. Liaising with organisers, submitting invitations, booking venues, organising catering, Issuing agendas & taking minutes during meetings. Responsible for booking all meeting rooms in head office.• Booking travel including flight, rail and hotel accommodation for the exec team including international locations.• Format and issue monthly reports from various source inputs• Administering team holidays• Carrying out Expenses checks• Purchasing personalised stationary for the exec.• Responsible for distribution of core business communications to our UK group.• Collating information from various departments and submitting to our Marketing department to produce the corporate monthly magazine.• Corporate event organisation including helping to coordinate our annual company conference for all UK employees. Other events include The Charles Holland Award, a two day event based in Milan and a three day event at a luxury hotel in the UK for the members of our Excellence club. I have also helped coordinate eleven district meetings this year, each with 25 to 45 delegates at various locations in the UK .• Project management including various projects such as devising a new section on the intranet to facilitate staff self-service for various forms and personalised stationary.Another project I have recently completed is the setup of the new UK Operations calendar which mainly functions enabling all UK managers and supervisors vital access to important dates and meetings of our SLT as well as visits from our international partners.

Role and responsibilities:• Event planning for corporate events: This is the biggest part of my role here at LV=. So far this year I have planned 23 events nationwide and I’m responsible for all aspects of event planning. My responsibilities include obtaining basic event details including expected attendee quantity, catering, venue set up and equipment required, organising illustrations, checking paper work, liaising with the venue contact to ensure all details are correct , raising the purchase order number for payment, organising event literature and corporate goods and delivering them to the hosts / venue, setting up Eventbrite system to advertise the event and provide information to attendees, issuing invitations, collating responses, generating Certificates of attendance and issuing them to our clients. Ensuring payment is made to venue for the services provided.• Compliance: Recording of events, invoices, gifts and hospitality for all staff. Recording invoices.• Dealing with company invoices, raising purchase order numbers using Oracle and liaising with finance to ensure payment.• Booking hotels, car hire, trains and flights.• Order IT equipment for consultants / new starters. Name badges/ passes etc.• Provide secretarial and administrative support to our sales consultants and manager including the drafting of responses to correspondence and mail merges • Office stock checking, ordering product literature and stationary for office.• Ordering staff gifts and hampers for charities.• Corporate gift orders for IFA’s.• Business cards and personalised stationary.• Organise couriers and post services.• Liaising with facilities department to report issues with office.• Supplies for homeworkers such as ink cartridges / paper.• Phone cover for meetings and assisting with internal and external enquiries and Ad Hoc queries.• Updating the CRM system to ensure client records are maintained.

• Office based Sales Support Consultant, often acting as the first point of contact with IFA’s from Glasgow and the surrounding areas.• Working in conjunction with a Key Account Executive responsible for looking after a panel of over 500 IFA’s and to provide a top service.• Providing administrative support and research to KAE.• Producing weekly and monthly target sales reports for the accurate analysis of potential business projection shortfalls and account management quotation reviews.• Manipulation of external systems such as Aequos and O&M and Selecta Pension to optimise company's stronghold within relevant competitive market spectrum.• Liaising with all departments within the business in order to ensure all customer queries are dealt with in a timely and satisfactory manner. • Producing competitive accurate pension illustrations and despatching literature as well as logging data to ensure all quotes and leads are followed up. • Helping to set up, promote and attend events and campaigns.• Pro-actively calling new and existing IFA’s to help build relationships and increase new business opportunities. • Visiting IFA practices to promote our website and online tools.• Understand and work to agreed business, regional, and KAE specific production goals and targets.• Develop and maintain knowledge of LV=’s products, pension planning, investments, systems, and compliance, so that work is conducted to high standards and meets regulatory requirements.• Make and take opportunities to contribute to improvements in policy, practice and procedures, so that good ideas are turned into benefits for LV= and its customers and to help align processes amongst all regional sales support centres

• All of the above and working alongside BDM’s and responsible for looking after a panel of IFA’s based in the Manchester and Glasgow area.

• Responsible for the support of 12 Account Managers and covering all areas of their administrative requirements.• General administrative duties, including quote distribution, support pack production, copying, filing and telephone operation production.• Liaising with IFA's on regular occasions to assist collecting data for account managers.