Work Experience
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Highly experienced and professional Candidate. Highly qualified FPC, K10, G60, CF9, and IAQ sitting FSA Regulations. She comes to the market due to redundancy.
Her experience includes:
• IFA, Bank and Life Company.
• Pension schemes including Personal, GPP’s, SSAS, SIPP’s, CIMP’s Income Drawdown and Employee Benefit.
• Responsible for all technical and processing of the schemes managing large teams of administrators. Responsible for compliance both regulatory and internal.
• Worked closely with Consultants checking and giving technical support.
• Recent experience has been in the Investment area but ideally would like to work within the Pensions as this is her strength.
• Consistently works along side Technology, Distribution, Planner Process, the product providers, Compliance, Finance and Senior Financial Planners to ensure the business is processed in a compliant, timely and accurate manner.
• Has first class communication skills both orally and written with the ability to build rapport quickly and effectively.
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