Graeme Fox, DipPFS

Graeme Fox, DipPFS

SENIOR ACCOUNT MANAGER Life Pensions & Investments

Followers of Graeme Fox, DipPFS354 followers
location of Graeme Fox, DipPFSBuckinghamshire, England, United Kingdom

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  • Timeline

  • About me

    Pensions Operations Manager at Money and Pensions Service

  • Education

    • Rathmines College

      1986 - 1987
      Business Studies & Computer Course
    • St Benildus

      1979 - 1986
      Leaving Cetificate
    • St Benildus College

      1981 - 1985
      Leaving Certificate (A Level) Various

      Activities and Societies: Tennis, Basketball, Table Tennis, Hurling, Gaelic Football, Soccer, Cross Country

  • Experience

    • Various

      Jan 1987 - Jan 2013
      SENIOR ACCOUNT MANAGER Life Pensions & Investments

      Worked for various Insurers as an IFA Sales Consultant; Enhanced knowledge in Pensions and Investments, offshore bond regime (IOM based) including TIP investments with high-level accuracy.Nov 2006 - May 2008 SENIOR PENSIONS CONSULTANT - FRIENDS PROVIDENT Sept 2003 - Nov 2006 SENIOR ACCOUNT MANAGER - SCOTISH EQITABLE (AEGON)May 1999 - Jun 2003 SENIOR ACCOUNT MANAGER - AMP NPI Jan 1997 - May 1999 SENIOR PENSION REVIEW ANALYST - LEGAL & GENERAL Apr 1995 - Jan 1997 MANAGER – ROSE & CROWN PUB/B&B Jul 1987 - Apr 1995 SENIOR PENSIONS CONSULTANT – NORWICH UNION Show less

    • Aviva plc

      Aug 2013 - Dec 2013
      Product Review Analyst
    • Regulatory Finance Solutions

      Apr 2014 - Dec 2014
      Complaint Handler

       Executing detailed analysis on customer’s accounts to ensure they are suitable for remediation and redress process. Carrying out reviews whilst adhering to strict quality and productivity targets.

    • Regulatory Finance Solutions

      Jan 2016 - Dec 2019

       Successfully exceed targets and delivering high-quality service above 95%.  Play a key role in coordinating operations by analysing trends. Evaluated team performance and introduced training programmes to address inefficiencies.  Improved service quality and minimised errors through performance evaluations, effectively identifying and targeting areas in need of changes. Performed all aspects of needs assessment, performance analysis, goals definition, quality assurance and cross-functional communications.  Led and motivated a team of 13 remediation analysts in achieving company goals and high-level productivity. Focused on performance management, improving efficiencies, reducing staff-related issues via delivery of targeted training.

      • Head of Operational Outcome Testing

        Aug 2018 - Dec 2019
      • TEAM LEADER - Insurance Review

        Jun 2017 - Aug 2018
      • TECHNICAL TEAM LEADER - Investment Review

        Jan 2016 - Jun 2017
    • Money and Pensions Service

      Dec 2019 - now
      Pensions Operations Manager
  • Licenses & Certifications

    • FPC

    • Diploma in Financial Planning

      Chartered Insurance Institute
      Dec 2019