Matthew Turner

Assistant Operations Manager

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Swindon, England, United Kingdom

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Timeline
About me
Director- Financial Planning at Evelyn Partners (Diploma CII Financial Planning) New Business Team
Education
- Buckinghamshire New University
  2007 - 2009
  Bachelor's degree BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
Experience
- My Alloys Ltd
  May 2014 - Dec 2015
  Assistant Operations Manager
- Capita Employee Solutions
  Feb 2016 - May 2017
  Client Services
- Tilney Group
  Mar 2019 - Mar 2022
  Financial Advisor
  Managing a large portfolio of clients with a focus on retention and growth - Identifying new business opportunities- Day to day administration and renewals of group risk insurance and pension schemes- Review of existing schemes ensuring they meet client needs- Complaint identification and resolution- Coaching other team members- Delivering training to new team members- Recognising and suggesting areas of improvement in business processes- Client satisfaction
- Evelyn Partners
  Mar 2022 - now
  - Director Financial Planning
    Mar 2025 - now
  - Associate Director Financial Planning
    Mar 2022 - Mar 2025
Licenses & Certifications
- Award in Financial Administration - Life
  Chartered Insurance Institute
- Certificate in Regulated Financial Services Operations
  Chartered Insurance Institute
- CF1 UK Financial Services, Regulations and Ethics
  Chartered Insurance Institute
- FA2 Pensions Administration
  Chartered Insurance Institute
- GR1 Group Risk
  Chartered Insurance Institute
- Prince 2 Project Management - Practitioner Grade
  PeopleCert
- Award in Financial Administration - Pensions
  Chartered Insurance Institute
- FA1 Life Office Administration
  Chartered Insurance Institute
- IF7 Healthcare Insurance Products
  Chartered Insurance Institute
- RO2 Investment Principles and Risk
  Chartered Insurance Institute