Paul Reddie

Experience

• 

  Sky

  Jun 1999 - May 2001

  Team Leader Customer Services

  Part time while at University. Team Leader of Sat/Sun shift

• 

  Aegon

  May 2001 - Apr 2019

  Manage a team of Retail Upgrade Consultants who encourage, engage and help Financial Advisers to utilise our auto-Upgrade facility, moving clients from our legacy book to a full digital Platform - Aegon ARC. Delivering To Sales Targets – Key part of Retail Upgrade team who contributed to 117% achievement against a £2.87billion target for 2018 and 100% achievement against a £4.5 billion target in 2017. Relationship Management – Personal responsibility for managing the business to business relationship with key national intermediary firms as they adopt and progress through the auto-Upgrade programme. Project Management – Team Manager and Work Stream Lead on Retail Upgrade project, part of Aegon’s Multi-Channel Upgrade programme. Team Management – Lead, motivate and coach a team of eight Upgrade Development Consultants to sell and implement our auto-Upgrade programme with Intermediaries and Financial Advisers. Process Improvement – Work with Project Managers to build and implement process and quality models for the Retail Upgrade Team. Communication – Responsibility for liaising with Marketing on requirements for developing collateral and communicating all aspects of the Retail Upgrade programme to both Internal and External Customers.  Governance – Representative for Retail Upgrade on relevant project governance meetings, such as weekly working delivery groups and daily command and control meetings, covering risk and project stage development issues. Show less Project Management – Act as project manager on Retail and Workplace projects/groups. Lead meetings, influence stakeholders, keep documentation current and deliver on time and budget. While representing Sales on cross functional projects within the business.Process Improvement – Identify the need for and initiate/lead working groups to design and document new processes and improve existing procedures.Governance – Manage and Support existing Governance projects and activity, for Retail and Workplace, such as our business continuity activity and conflicts of interest register.Risk Management – Represent Sales on risk governance groups such as the Risk Incident meeting, articulate Sales view within the group and provide guidance to Sales when referring incidents.Analysis and Reporting - Produce regular analysis and reporting on complaints root cause analysis. Ensuring data is robust and actions are captured and tracked.Institutional Spend – Assess spend requests are compliant with FCA Guidelines and Aegon policy. Draft package and review documents and analyse data provided at review stage for compliance.Develop and Maintain the Sales Digi Hub as a key reference facility for all sales staff, ensuring it is easily accessible and contains relevant information. Pro-actively seek new relevant information for inclusion and promote the Hub across Sales to maximise its use.Sales Communications - Responsibility for sourcing material and writing the weekly Sales and Marketing brief that is distributed to all Sales colleagues. Ensure relevant internal and external collateral is highlighted and accurate. Show less Relationship Management - with a remit to enhance business relationships, improve customer service and increase sales potential for the business.Account Management - To monitor and resolve service trends & issues on IFA caseloads within our back office departmentsChange Management - To identify and raise areas of improvement within department processes to help enhance service quality and business efficiencies.Staff Development – Plan, train and motivate a team of Sales Support Consultants to deliver a leading relationship management service to key adviser firms. Show less

  • Manager, Adviser Upgrade Centre

    May 2016 - Apr 2019

  • Sales Operations Consultant

    Jun 2014 - Apr 2016

  • Sales Support Manager

    May 2008 - Jun 2014

  • Sales Support

    May 2005 - May 2008

  • Corporate Pensions CSR

    May 2001 - May 2005
• 

  Royal London

  May 2019 - Sept 2019

  Account Manager
• 

  Standard Life UK

  Dec 2019 - Nov 2022

  Operations Team Manager
• 

  Phoenix Group

  Nov 2022 - Jan 2023

  Department Manager - Workplace Pensions
• 

  Diligenta - a subsidiary of Tata Consultancy Services

  Feb 2023 - now

  Department Manager - Workplace Pensions