My role is to provide support with consultancy and income reconciliation work for clients who use various back office systems, including CURO, XPlan (CommPay), Wealthcraft and Intelligent Office and PlannR, including processes, reimplementation, and project management.

My role encompasses data cleansing, income reconciliation, helpdesk support and training for companies who use Financial Services back office systems. In December 2016 I obtained official accreditation from IRESS on the use of XPLAN and CommPay.

Providing consultancy work for clients who use Adviser Office, undertaking data cleansing and advice.

• Managing over 50 administrators across the company in 13 locations• Writing Training Manuals to cover all admin procedures relating to the back office system (Adviser Office), and office administration• Updating Training Manuals in line with company/industry changes and system upgrades, and keeping a version control • Delivering training sessions to administrators across the country• Updating staff on Adviser Office improvements/fixes when upgrades are completed• Liaising with the software provider (Avelo): to ensure future developments of the software compliment the needs of LEBC; informing them of bugs and other issues to be fixed immediately or in future upgrades on a day by day basis; working in an effort to break the system before upgrading; and raising Home Improvements, many of which escalate to System Improvements• Attending User Group meetings with other companies that use Adviser Office• Orchestrating the successful transition from spreadsheets to Business Management to reconcile commission • Working closely with Finance to enable the monthly figures to be produced• Working closely with Compliance to ensure documentation on Adviser Office is up to date• Monitoring the database for uniformity and to identify training needs• Inputting all new Funds/Schemes/Managers/Standard Letters, ensuring uniformity• Updating Managers/Schemes when a provider merges or sells part of their business to another provider• Organising external training when required• Preparing Management Information and statistics, providing Board Reports and attending executive meetings.Took voluntary redundancy in September 2014 when my department were relocated to Birmingham.

I joined LEBC Group from Towry Law when I was approached by colleagues to be the Administration Head in the new Manchester office. My responsibilities included:• Managing a team of 3 administration staff which included training• Dealing with clients on a daily basis either by telephone or correspondence• Working closely with Consultants and working in line with their practices• Adhering to the FSA Compliance Rules• Managing the office: stationery ordering; ensuring the maintenance of office equipment; petty cash; maintaining holiday and sickness records; and interviewing new administration staff.• Implementing new back office system (Adviser Office) when the company introduced thisWhen Adviser Office was implemented, I often worked additional hours to learn more about the system in my own time. I began to work very closely with the Operations Manager which included assisting him with auditing, inputting new funds etc, and troubleshooting. When he retired I was asked to apply to the new role that resulted and was promoted in August 2007.

I joined Hogg Robinson as a Typist in 1997 and worked my way up to an Administrator, working with Individual and Corporate clients. I dealt with the day to day running of Group Pension Schemes, and individual policies.