Tom Davis Email & Phone Number

Dublin, Ie

Interviewing healthcare assistants, support workers and nurses Obtaining references and ensuring strict criteria is metManaging branch diaries demonstrating strong organisational skillsChecking documentation to meet clinical regulation standards

Bristol, United Kingdom

Responsible for overseeing all aspects of processing, managing and maintaining over 1200 client SIPPs from income payments to pension transfers.Being a designated point of contact for key IFA accounts, building relationships between introducers and the company.Liaising between different departments from benefits, payroll, compliance and new business to ensure a smooth and flawless customer journeyWorking with a panel of discretionary fund managers ensuring all pension contributions and transfers are invested accordingly.Having a broad knowledge of the Pension and SIPP market, keeping up to date with any changes to regulations and policies.

Bristol, United Kingdom

Assisting IFAs and intermediaries in the setting up and processing of protection policiesKeeping a strong up to date product knowledge of the policies available to assist policy holders with any enquiriesMeeting challenging productivity targets whilst delivering excellent customer serviceHelping with any required administrative duties

Auckland, New Zealand

Working in a dynamic team to assist in Auckland council’s goal of making Auckland ‘the most liveable city in the world’Advising customers on environmental matters and aiding in the investigation of possible cases of pollution whilst having an expert knowledge in Auckland’s regional parks including information on accommodation, bush trails and flora and faunaEstablishing strong working relationships with key stakeholders including Park Rangers and Pollution Response Officers to best serve Auckland

Auckland, New Zealand

I liaised with solicitors, mortgage brokers and ANZ branches across New Zealand to ensure mortgages and home loans were packaged and released in a timely manner and accurately in time for completion

Bristol, United Kingdom

Overseeing a portfolio of 2000+ high net worth clients undertaking Personal Service Reviews with a view to identifying and meeting customer requirements.Delivering world class customer service, acting as the first point of contact for relationship managed clients, always exceeding expectations and seeking to promote Private Banking by consistently providing my clients with a superior service.Managing daily reports, monitoring adverse trends in order to minimize potential problem debts, whilst establishing savings and investment opportunities through the use of large balance reports.Working to build effective and successful relationships with colleagues including Personal Mortgage Advisers and Financial Planning Managers to meet sales targets and to aid with prospecting for new business.Being knowledgeable in Private Banking marketing, credit processes, regulated and non regulated products as well as alternative banking services and products.