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Steve C.

Steve C.

Administrator

Followers of Steve C.760 followers
location of Steve C.Whitchurch, England, United Kingdom

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  • Timeline

  • About me

    Corporate Benefits Director

  • Education

    • European Financial Planning Organisation (EFPA)

      2019 -
      European Financial Adviser (EFA) Banking, Corporate, Finance, and Securities Law

    • Diploma in Financial Planning

      2009 - 2018
      Group Risk & Healthcare

      Activities and Societies: FA Level 1 Qualified Football Coach European Financial Adviser (EFA)Qualifications Attained: Diploma in Financial Planning Certificate in Financial PlanningCertificate in Life and PensionCertificate in Financial AdministrationExams Passed:RO1 Financial Services, Regulation and EthicsRO2 Investment Principles and RiskRO3 Personal TaxationRO4 Pensions and Retirement PlanningRO5 Financial ProtectionJO5 Pension Income OptionsCF2… Show more European Financial Adviser (EFA)Qualifications Attained: Diploma in Financial Planning Certificate in Financial PlanningCertificate in Life and PensionCertificate in Financial AdministrationExams Passed:RO1 Financial Services, Regulation and EthicsRO2 Investment Principles and RiskRO3 Personal TaxationRO4 Pensions and Retirement PlanningRO5 Financial ProtectionJO5 Pension Income OptionsCF2 Investment & RiskCF5 Integrated Financial PlanningFA2 Pensions AdministrationGR1 Group RiskIF7 Healthcare Insurance ProductsFinancial Planning Certificate (FPC): Level 1Financial Planning Certificate (FPC): Level 2 Show less

    • A Levels

      1979 - 1989
      Economics, Pure Maths Statistics

      EconomicsComputer ScienceMathsStatistics

  • Experience

    • Guardian Royal Exchange (GRE)

      Jan 1988 - Jan 1993
      Administrator

      Mortgage Desk Administrator

    • Canada Life

      Jun 1993 - Jan 1998
      Group Risk Account handler

      Duties & Responsibilities: Responsible for issuing Group Risk terms to brokers, and implementation of new business.

    • Winterthur International

      Jan 1998 - Mar 2003
      Multinational Pooling Account Manager

      Main Duties & Responsibilities: Responsible for UK multinational based companies, expansion of existing pools. Tender for new pools, pool reports, expatriate/TCN plans

    • Jardine Lloyd Thompson

      Apr 2003 - Jul 2005
      Senior Group Risk Account Handler

      Main Duties & Responsibilities: Account management of a portfolio of Group Life and Income Protection schemes.

    • Risk & Reward Consulting

      Jul 2005 - Oct 2009
      Broking & Claims Supervisor

      Broking of group risk scheme & flex benefits for medium/large corporate clients (200 - 10,000 employees).

    • RSM Tenon

      Oct 2009 - Feb 2012
      Group Risk Manager

      Group Pension/Group Risk Account Management

    • Benefex

      Feb 2012 - now

      Level 4 Qualified, European Financial Adviser (EFA).At Benefex, we believe that only well-designed and meaningful employee experiences can truly drive engagement, every day. I get to work with the world’s best companies to deliver those experiences. I work with an incredible, innovative team of people who deliver our award-winning employee experience platform: OneHub. I’m part of a revolution in HR. No one comes to work to do a bad job, or to be actively disengaged. Everyone deserves an exceptional employee experience, every day. Show less

      • Corporate Benefits Director

        May 2017 - now

      • Broking Manager

        Feb 2012 - May 2017

  • Licenses & Certifications

    • Diploma in Financial Planning

      Chartered Insurance Institute

    • FA Level 1

      The Football Association
      Sept 2020

  • Volunteer Experience

    • Team Manager & Coach

      Issued by Whitchurch United FC on Feb 2019
      Whitchurch United FCAssociated with Steve C.