Paula Ryan APFS

Experience

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  Kanine Klips

  Feb 1994 - Dec 2000

  Dog Groomer and business owner

  Hands on business owner, bathing, grooming and styling pets.Carried out all aspects of day to day running of business including, customer contact, booking, staffing and housekeeping. Maintaining business account records.Taking on this business was my first career challenge as I had to investigate premises, persuade someone to invest and obtain training to a high standard to ensure that I was able to maintain and build the business, this meant that I had to sell myself and the service to ensure that the buisness would continue to grow. I started with a customer base of 300 which grew to around 3000, I then received an offer to purchase the business which meant that I sold it on as a successful Grooming Studio that is still in business today. Show less

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  Lloyds Bank Private Banking

  Feb 2001 - May 2002

  New Business Superviser/Administrator

  Organisation of teams work ensuring completions within SLAs.Quality checking work to ensure consistent high standards.Dealing directly with consultants, insurers and customers resolving any queries that arise.Presenting overviews to teams and consultants that worked both in the office and externally.Within six months of starting at Lloyds as an administrator I was promoted to team supervisor and obtained Full FPC (Financial Planning Certificate) qualification within 14 months.I was key member of the departemnt and had major involvement, not only in the daily processing and supervisory tasks, but also in the online submission of applications dealing with improvements and issues on the AXA, Prudential, AIG and Norwich Union online application submissions.During my time here I went out with the IFAs and attended some of their customer meetings.Reason for leaving - career progression Show less

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  NORWICH UNION LIFE & PENSIONS LIMITED

  May 2002 - Jan 2003

  IFA Sales Support

  Fully supporting IFA's with day to day business.Completing tasks set up by the Norwich Union consultants.Communicating special offers and rate changes to IFAsProcessing pension transfers which was a specialist department.Within a short period of time at Norwich Union I managed to successfully take on the Pension Transfer Bureau which was a specialised area within the department. The expectation for new starters is to deleop to this specialised area after a year in the role but I exceeded expectations by acieving this within 6 months.Reason for leaving - career progression Show less

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  NatWest

  Jan 2003 - Sept 2004

  Private Banking Officer

  Dedicated support to two private banking managers, dealing solely with their high net worth client base.Booking appointments for the managers making effective use of their time and ensuring they achieve targets they are set.Informing clients of Natwest products/offers and providing further leads to the managers.Dealing with queries both on the investment portfolio and retail side of NatWest.During my time at NatWest I carried out presentations on the NatWest investment protfolios to my office as well as the other Private Banking offices across the country, the head of Private Banking also attended the presentation.I was key in implementing a buddy system in the office which improved work processes and quality.Reason for leaving - New Challenges Show less

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  Preferred Mortgages

  Jan 2005 - Aug 2005

  Mortgage Completions Consultant

  Dealt with brokers and solicitors via the telephone.Processing post received with regards to post offer stage of mortgages.Ensuring that completion dates were met by chasing outstanding documentation from solicitors and brokers.Regularly answering complex solicitor and broker enquiries.As a new role into the mortgage market I managed to complete my 12 weeks training in 4 weeks and received top performer in 4 months of joining the company.I was also nominated by management to represent the company on two occasions, I attended both and they were, representing the department on an open day and representing the company at a 2 day gilfing seminar for the premier brokers.Reason for leaving - relocation Show less

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  Just Group plc

  Jul 2005 - Sept 2015

  Face to face & telephone adviser direct with customers Specialising predominantly on Equity Release but more recently advising on Care Funding(Immediate Needs Annuites) & Pension Freedoms (Pension Annuities & Pension Drawdown)Customers coming to Just REtirement Solutions from partners such as Saga, AgeUK, Phoenix, Mirror Group and many more.Offering a trusted and reliable advisory serviceWithin the last 5 years I have worked my way up from an Equity Release telephone adviser to become a successfull specialised retirement adviser dealing with customer both face to face and on the telephone. I'm continuing my development in this area which includes sitting the most recent CII Pensions update exam R08 in August this year. Show less Recruitment, retention, training, coaching and building the Policy Administration team.Ensuring the team maintains SLAs and providing monthly figures to head of department.Motivating and supporting team members. Holding monthly 1-1s and team meetings.Developing the systems and procedures within the back office of Pension Annuities.Looking for improvements and efficiency gains.In February 2006 this role did not exist, I was brought in to build a team and processes to provide a customer service for all Just Retirement Limited's Pension Annuity customers. Many complexities in the role as dealing with death benefits, taxation and annuity payments. With my technical knowledge in pensions and annuities I managed to build a successful team before moving into a sales role. Show less

  • Retirement adviser

    May 2010 - Sept 2015

  • Pension Annuities Policy Admin Team Manager

    Feb 2006 - Apr 2010

  • IFA Sales Support

    Jul 2005 - Jan 2006
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  Paula Ryan Wealth Management, Associate Partner Practice of St. James's Place Wealth Management

  Oct 2015 - Nov 2020

  Principal

  St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

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  Westerham Financial Services Ltd

  Nov 2020 - Feb 2024

  Financial Planner
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  Benchmark Financial Planning

  Feb 2024 - now

  • Financial Planner

    Feb 2024 - now

  • Chartered Financial Planner

    Feb 2024 - now