Tim Hickman Email & Phone Number

United Kingdom

OverviewReporting to the operations manager, working in a rapidly expanding national wealth management company within their operations team. The company initially started at the end of 2012 and has experienced unpresedented growth within the past 24 months. Key Responsibilities • Training, developing and mentoring new staff within the administration function• on site and at companies recently acquired • First point of contact for clients, providers, financial advisers and, Paraplanners – a bridge between all of these departments.• Compiling Quarterly, half yearly and yearly valuations for all Bellpenny clients signed to proposition• Continual rolling review of procedures and functions within administration function as company constantly evolves.• Investigation of client complaints on behalf of compliance department• Supporting the Financial Planning Administration Team leader in her absence regularly chairing team meetings etc.

Swindon, United Kingdom

Overview Short term contract reporting to the head of Zurich Life’s Technical support team assisting with the pricing and daily reconciliation of Zurich’s Life funds. Key Responsibilities • Daily pricing of Zurich Life Funds before morning dealing cut off• Daily reconciliation

London, United Kingdom

Contracting)Overview Reporting directly to the COO. Working in a busy and often highly pressured city based operations team, for a specialist Investment Management company. Typically the team are responsible for undertaking 4 core daily functions as well as additional ad-hoc queries and periodical mandatory reporting.Key Responsibilities Fund Rebalancing -checking previous day client deals, analysing resultant cash flows, manual intervention with output and movement of cash to bring actual weightings as close in line to target weightings reducing the amount of underlying manager trades.Daily Valuation - collating underlying manger prices to perform daily valuation of the life platform, settling contract notes resulting from deals produced through fund rebalance, chasing other parties for contract notes not yet received and reconciled.Client Dealing - Inputting client deals received before cut off for which settlement has been received and processed on in house dealing system, producing deal confirmations and distributing accordingly.Banking - Inputting transactions for client redemptions, underlying manager subscriptions and covering internal payments for buys / sells. Monthly - Client valuation and transaction reporting, fund performance reporting and underlying manager unit reconciliations, Quarterly - generating fund fact sheets, client rebate payment / re-investment, quarterly reports and finance reporting, service level reviews. Ad-Hoc - Liaising with fund managers, clients, Fund administrators and custodian's via telephone email and in person as required.Checking accuracy of others work within team.

Reading, United Kingdom

Employed as part of a team of 6 consultants following the acquisition of a mortgage review contract for Huntswood PLC. Assisted in the development of a bespoke system to log all complaints from receipt by the call handlers to conclusion by the complaint handlers.Key Responsibilities Liaising with IFA and individual customers on behalf of Deutche Bank mortgagesIdentifying cases for review that required escalation and further investigationIdentified requirements and functions of bespoke system from call / complaint handlers and was tasked with seeing these implemented.Developed processes and procedures in line with complaint investigation.; Structured Product Provider/ Investment Administration

Reading, United Kingdom

Overview Quickly promoted to Senior Administrator, then promoted to the position of Acting Maturities Team Leader, which I held for over a year, Reporting directly to the Finance manager, supervising a team of 6 other individuals responsible for the upkeep of client files and distribution of invested money once the investment has matured. I was identified as a key member of staff to assist with the migration of work to another organisation on behalf of our third party clients, training the staff off site and implementing procedures to ensure the smooth transition of business. Key Responsibilities Assist team where required, conduct quarterly and annual appraisals for each team member to identify both strengths and weaknesses and to identify areas for progression and development.Manage and issue each maturity mailing in consultation with the respective client relationship manager / third party. Ensured suitable quality controls were in place.Participate in high-level third party meetings to plan the maturity process.Rolling review of all functions within the team, to identify risk areas. This included the design and implementation of any new processes with particular attention to IT system developments.Regular audits on the work produced by the members of the team, this enabled identification of any gaps in their knowledge or training needs. Daily and weekly reporting of figures to management team and to third party clients.

Reading, United Kingdom

Overview First employed in a middle office environment to provide high level administrative support in all aspects of the maturities process. Typically the team would administer investments at their conclusion. In this time I was also very fortunate to have the opportunity of a 3 month secondment to the Finance department which was very beneficial in developing stronger processes between the two teams and gaining knowledge of dealing, unit pricing and reconciliations.Key ResponsibilitiesConduct AML checking in respect of each client file pre maturityPrepare BACS / cheque payments and liaise with Finance on behalf of customerConduct rollovers (reinvestments into other products) as instructed by client and prepare associated reports for Finance to actionTransfer clients matured funds out to other providers and prepare documentationIn specie transfer's in from other partiesUnit pricing (finance dept)Daily reconciliations (finance dept) Regular audits on the work produced by the members of the team, this enables identification of any gaps in their knowledge or training needs.; Global Insurance, Pension & Investment Provider

Reading, United Kingdom

Provided high-level administrative support for a number of in house projects and to various teams notably on Mortgage Endowment Review, which received considerable press coverage at the time. I was also responsible for overseeing and delegating work to a small team of administrators in Line Manager's absence.Key ResponsibilitiesProvided front line support on help desk, answering and resolving queries related to Mortgage endowments. Responsible for delegating work to Admin Team in absence of Line Manager.Preparing Excel spreadsheets and utilising pivot tables to reconcile and record data.Preparing BACS payments, amending payments rejected by banking and chasing late payments on behalf of the client.

Education record

A-C including English and Maths

Education record

Education record

Media Studies; grade C

Education record

English Language A level - Grade C