As a wealth consultant my role concentrated on meeting with new clients, presenting and promoting the company with aspects of sales and networking. I was responsible for handling a book of clients with existing investments to help them grow their portfolios. This would be usually centered around – Pensions/Investments/Portfolio Management/ educational fee planning/savings and tax efficiency. This would involve: • Giving concise detailed presentations to clients on portfolio changes and projections inclusive of market expectations. • Working with High net worth clients to give reassurance over portfolio changes and planned process of how to improve projected growth to utilize market changes. • Have a detailed knowledge of Market Indices and political influences. • Retain detailed product knowledge and present when required. • Handling highly demanding clients under pressured timescales. • Representing myself/Self-promotion and brand promotion in the Market place. • Self management inclusive of; work load, data sourcing, market knowledge, data recording, process implementation (For Projecting and Achieving growth over set periods) • Training of new staff

Handling a portfolio of over 1000 accounts to ensure business retention, profitability and relationship building. My main purpose in this role is to make sure the accounts deliver profitability within a margin, this role also comes with an element of new business but is concentrated primarily on keeping a back book for schemes that require annual renewal with increased premiums. This includes pro-active calling from a desk based role where I was required to manage my workload independently. As an account manager I expected to discuss alternative options to help accounts make savings whilst not effecting the profitability. Calls were FCA regulated.

Supporting Vetting project. A Temporary project working with the Aviva Glasgow office with an aim to streamline the process of actioning new business applications, this is a team we are trialing to make our new business application process more efficient and effective. This involves daily meetings and structures discussions around improving workflow by removing unnecessary steps and using a systems thinking approach. Whilst in this role I evidenced and presented simpler ways to meet our requirements in this area.

Supervised and managed a team of 10 agents following training them fresh into the company, set up systems/workloads/data collation. The role followed organizing, structuring & executing training, reporting findings and working with senior management to streamline workflows. Day to day I would deal with manager escalations and complex case resolutions. Daily tasks involved KPI management, Target based analysis, Buzz sessions, submitting/recording hours worked for payroll and performance plans.

Providing technical support around Aviva’s financial platform proposition covering ISA/Investment portfolios/Pensions/Bonds/trusts. This role focused building fundamental relationships with financial advisers whilst supporting business development managers. Within this role was continues financial industry training accompanied with links to more in-depth industry updates (Funds/FCA/Industry changes)

A project team to trial new meters – the project was developed in wales with myself as the project leader included setting up access, training, workloads, daily management and weekly report meetings with senior leadership/area managers. This role included KPI management and meeting target expectations with a projection of future aims. I do like to use Excel as my preferred reporting tool and have a basic – advanced knowledge of Excel, link, Powerpoint Etc.

A customer services role which gave me skills including; conflict resolution, complaint handling and important soft skills – whilst in this role I was given opportunities to train new starters within Capita before moving into team management. I help put together training plans for new teams and was heavily involved in the whole training process for all new starters. I would later find myself creating my own training programs for teams I managed in a new area of British Gas, our area was inclusive of 7 teams with around 9-12 staff per team.