Barclays Wealth - Financial Planning division (www.barclayswealth.com) Canary Wharf, London

Barclays Wealth is a leading global wealth manager, and the UK’s largest.With offices in 25 countries, Barclays Wealth serves affluent, high net worth and intermediary clients worldwide, providing international and private banking, investment management, fiduciary services and brokerage.                  

Main Responsibilities

• Maintenance of Front Office Sales procedures, involving extensive liaison with the business and Compliance functions
• Co-ordinate and deliver all internal communications to large team of Financial Planners
• Creation & maintenance of internal intranet site
  
• Input into design and delivery of bespoke Point of Sale system for Financial Planning
  

Barclays Wealth – Gerrard Investment Management division (www.barclayswealth.com) Canary Wharf, London, UK

Main Responsibilities

• Technical Pensions helpdesk for internal and external clients
  
• Direct and remote management of small team of administrators
  
• External and internal Relationship Management
  
• Creation & maintenance of training and e-learning modules (Regulation-based)
  
• Deliver face-to-face training on product and administration of product
  
• Process re-engineering (administrative)
  
• Creation and maintenance of administration Procedure documents
  
• Creation & maintenance of internal intranet site
  

James Hay Pension Trustees Ltd (www.jameshay.co.uk) Salisbury, UK

James Hay is the UK’s largest provider of Self Invested Personal Pensions, and pioneered the UK development of Wraps. James Hay is part of the international family of Grupo Santander, the world’s 8th largest bank.

Main Responsibilities

• Answering 80-100 calls per day from financial advisers, clients and investment managers, acting as a single point of contact to ensure superior client experience
  
• Dealing with technical & general administration queries
  
• Handling customer complaints
  
• Co-ordinating internal departments to ensure issue resolution and to improve customer experience