Saxon Barton

Experience

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  Sesame Bankhall Group

  Jul 2012 - Dec 2015

  Main duties and responsibilities included:>The co-ordination and provision of administrative support to the Compliance teams.>Chasing and maintaining records to ensure that advisers remain FCA compliant.>Project work as requested by senior management - Supporting our Customer Relations team, chasing past business reviews and logging and processing redress payments.>Helping external advisers with system queries thus allowing them to accurately and effectively respond to feedback and actions. >Managing and facilitating the Suspensions and Termination Process>Providing first point of contact for the Customer Outcome Review Team phone calls, taking ownership and resolving customer enquires wherever possible at first contact.>Helping external advisers keep up to date with their submitted cases, advise on remedial work required providing feedback to close submitted files.>Working closely with internal customers ie, COR review, Oversight Managers and Training & Development Managers assisting them with tasks in order to meet deadlines.>Experience in using Xplan from IRESS, The Key, Microsoft Dynamics, InsightSince joining this team I have become a lead team member in our sps process with production of monthly/quarterly MI for the senior management and the regulator. I became a hybrid team member that was able to work within the various dynamics of the team also taking on work from other departments. Show less My main responsibilities was to Provide front of house duties to include meeting and greeting all visitor, contractors and external staff to the building, maintaining areas are kept clean & tidy, and being first point of call for any facilities issues. I also managed stock control for stationery and tea & coffee I would effectively manage 12 meeting room calendars, ensuring the smooth day to day running of all bookings and equipment requests and deal with booking of hire cars, courier services, and buffet lunches, and managing on-site car parking, booking visitor spaces & allocating of staff parking for two car parks.My role evolved over 6 years with me taking on and learning some facilities responsibilities, which included management of the facilities teams service desk logging all calls on the facilities management application CAFM Explorer. Being the main point of contact for the building to deal with and respond to ad-hoc facilities issues. Show less This role was a part time role alongside my permanent role. Main duties and responsibilities include:Going through suitability letters from IFA’s and pulling out fund information and adding it to a spreadsheet. Good eye for detail and accuracy is needed due to, as well as finding the fund information; I would also have to review for any errors that could have been made. Discrepancies would have to be reported to the relevant risk departments.Chase any information from the IFA that was unclear or missing, this would include calling advisers up to clarify, if email attempts were ignored. Recommend for suspension if data was not supplied.In charge of my own daily cases and would be targeted for daily closed cases.QA colleagues cases – check the checker role to confirm everyone doing job correctly Show less

  • Operations Support Coordinator

    Mar 2014 - Dec 2015

  • Reception Support Coordinator

    Jun 2008 - Mar 2014

  • Data Administrator

    Jul 2012 - Dec 2013
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  SimplyBiz Group

  Apr 2016 - Dec 2017

  Workplace Operations Consultant

  I work closely with financial advisers to provide an end-to-end auto enrolment solution, and open the discussion into the wider corporate market. This includes answering help desk calls from our members about our full proposition and giving help with technical, legislative and product knowledge as well as administration, marketing and communications that go out to our members.I work alongside providers to help provide the tools and knowledge to help advisers define their own workplace proposition and build on their professional connections.Within the workplace proposition I specialise in Auto Enrolment, Health and Well-being, this includes Private Medical Insurance, Health care cash plans, dental, optical and EAP Show less

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  Finch - Insurance Brokers and Employee Benefits

  Dec 2017 - Dec 2018

  Client Services Support
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  Mattioli Woods plc

  Feb 2019 - now

  • CBU Manager

    Oct 2020 - now

  • Client Relationship Manager

    Feb 2019 - Oct 2020