Experience

• 

  B&q

  Jun 2004 - Jul 2005

  Retail sales assistant

  Assisting customers to ensure that they purchase what they require and using sale systems to process checkouts, helping customers lift large items into their car/van.• Using electronic point of sale system.• Handling Money• Communicating with customers and ensuring customer satisfaction.

• 

  Cheshire west and chester council

  Aug 2004 - Jan 2014

  Administer and maintain members pension records through a technical system called AXISe. Responsible for the transfer of members’ pension benefits from other schemes into their current scheme. Responsible for the accurate calculation of retirement benefits for employees. Excellent analytical skills, problem solving skills and customer focus are a fundamental requirement due to the inaccuracies between operating systems.Main Roles & Responsibilities include:• Undertaking specialised technical and administrative pension’s processes and procedures which require interpretation and judgement to achieve satisfactory and required outcomes.• Calculating Members retirement benefits when they leave employment and informing them what options are available.• Pay refunds of pension contributions to members when they have left with less than 3 months pensionable service.• Implement regulations that must be adhered to which are set by the DCLG. (Department for Communities of Local Government)• Allocate, monitor and control workloads of junior staff in order to ensure that the daily work of the section is progressed according to agreed timescales and schedules, ensuring that problems are identified and addressed. Show less Responsible for the IT and Finance support to 1,100 employees, in Children’s Services. I ensured that all users and clients were sufficiently resourced to complete their role. I managed a £610,000 budget and was responsible for the procurement and installation of all IT equipment. I reported directly to the Senior IT Co-ordinator and project manager of the service. Main Roles & Responsibilities include:• Setting up new computers for colleagues of all levels, adding them to the correct domain. Ensuring they have everything needed to carry out their role efficiently.• Providing complex budget reports to managers periodically and on an ad-hoc basis.• Creating multifaceted Purchase Orders for a variety of IT equipment and training days, this often includes negotiating quotes from suppliers.• Provide regular visits to county premises to capture and catalogue system data.• Liaising with managers to setup new staff on County network, so they have access to E-Mail and backed up folders.• Prepare and present instructions for new starters to enable them to understand procedures.• Working on Pupil databases to run reports on pupil data to enable service managers to manage various equations that may face them such as admissions and free school meals. Show less Responsible for the reconciliation of financial reports with statements of expenditure and resolve any anomalies that occurred. I also had to find budgets for income which had been received with no invoice/supporting information. I left this role to progress with my career.Main Roles & Responsibilities include:• Assist people with ad-hoc jobs.• Reconcile Financial Reports with statements.• Find appropriate budgets for non invoice income.• Deliver Post.• Order office stationary. Show less

  • Pensions Technician

    Jan 2009 - Jan 2014

  • Assistant IT Co-ordinator and Finance Administrator

    Mar 2005 - Jan 2009

  • Accountancy Modern Apprentice

    Aug 2004 - Mar 2005
• 

  Devere group

  May 2013 - Feb 2018

  Financial wealth co-ordinator

  Finished Number 2 in the world in my company as Business Development Co-ordinator in 2016-2017 able to attend many of the conventions for being the top in the company out of 400 other coordinators around the world - which was the proudest achievement of my career to date.In the 5 years I worked at the deVere group, I went from the junior co-coordinator up to one of the top in the whole company. I done this through hard work, determination and a can do attitude. So many people struggle in this line of work because you are given the platform to make it a success but you are then on your own to ensure you implement success.I was working with 2 area managers of the company in Abu Dhabi, It was my role to obtain potential clients through many different means. Cold Calling, Networking, Referrals (my favourite). I would first have to manage the CRM system obtain the data and then call and arrange a meeting for the wealth manager to discuss their financial goals and retirement plans. Be it tax planning, goal planning, pension transfer, property investment, Life insurance. A vast number of different areas that we could benefit people financially.I wrote the financial reports for my wealth manager for him to present along with quotations of pension plans, insurance deciphered from what was given to me on the factfind that the consultant hands to me after the meeting.Many other parts to the role also.Specialties:Typical advice focuses around retirement planning, childrens education and college fee funding, portfolio and asset management, protection and insurance planning, wealth preservation on death, QROPS, EURBS and QNUPS. Building strong loyal client relationships to achieve financial security & goals. Show less

• 

  Maclean financial pty ltd

  Mar 2021 - now

  Business development manager

  Maclean Financial Group was established in October 2017 to provide smallbusinesses access to competitive finance products within the Australian AssetFinance Marketplace.From the date of its inception, Maclean Financial Group has strived towardsbecoming the best truck and machinery finance provider in Australia.The business prides itself on understanding and delivering exactly what theircustomers want - namely a fast, honest and reliable service delivered everysingle time.Our service is best suited to helping businesses in Civil Contracting, Earthmoving, Crane & Transport related industries. We understand the challenges these businesses face and provide a service they can count on every single time. Show less