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jobs
Jade Shearman
,
, United Kingdom
Experience
Other titles
Skills
I'm offering
Markets
United Kingdom
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Language
English
Fluently
My experience
2018 - ?
job
Pension Administrator/Paraplanner
Paraplanner.
- My Role:
● I was employed at Wren Sterling as an administrator and moved from admin to paraplanning in February 2019 but still help within administration (training, assisting with queries from other admin).
● Suitability Report Writing for Pension Increase Exchange offers, Flexible Retirement offers in relation to DB schemes, fund switches (DC schemes), protection cases, redundancy recommendations.
● I am one of four paraplanners that look after over 20 "Projects" containing five FTSE 100 companies and their defined benefit schemes.
● Inbound & Outbound calls to scheme members, admin and policy providers
● Online Platform management - uploading applications and purchasing of shares/stocks - Fund Switches
● Collating information for IFA's pre-& post appointments
● Mail-merges & Letter writing
● WRF's creation/management
● As if & to be process design for full advice processes
● Internal process management and implementation (due to excel skills and drive to improve processes)
● Fire Warden
● Excellent KPI's - Quarterly target is 90 points. I have achieved over 600 points over the last three quarters (financial year 18/19) with a 96% compliance pass rate. This is one of the highest in the company.
Skills Used:
Intelligent Office (IO), Client communication & rapport, Letter & email writing, All MS office packages, Excel skills (VLOOKUP, HLOOKUP, Pivot Tables, Indexing, Conditional statements - IF statements, Cell Protection and data validation, VBA coding, use of Macros), MI reports, Provider platforms (Gateway, 7IM, Transact, Standard Life, Aegon/Cofunds, Fidelity) Suitability report tools (cashcalc, analytics ect)
● I was employed at Wren Sterling as an administrator and moved from admin to paraplanning in February 2019 but still help within administration (training, assisting with queries from other admin).
● Suitability Report Writing for Pension Increase Exchange offers, Flexible Retirement offers in relation to DB schemes, fund switches (DC schemes), protection cases, redundancy recommendations.
● I am one of four paraplanners that look after over 20 "Projects" containing five FTSE 100 companies and their defined benefit schemes.
● Inbound & Outbound calls to scheme members, admin and policy providers
● Online Platform management - uploading applications and purchasing of shares/stocks - Fund Switches
● Collating information for IFA's pre-& post appointments
● Mail-merges & Letter writing
● WRF's creation/management
● As if & to be process design for full advice processes
● Internal process management and implementation (due to excel skills and drive to improve processes)
● Fire Warden
● Excellent KPI's - Quarterly target is 90 points. I have achieved over 600 points over the last three quarters (financial year 18/19) with a 96% compliance pass rate. This is one of the highest in the company.
Skills Used:
Intelligent Office (IO), Client communication & rapport, Letter & email writing, All MS office packages, Excel skills (VLOOKUP, HLOOKUP, Pivot Tables, Indexing, Conditional statements - IF statements, Cell Protection and data validation, VBA coding, use of Macros), MI reports, Provider platforms (Gateway, 7IM, Transact, Standard Life, Aegon/Cofunds, Fidelity) Suitability report tools (cashcalc, analytics ect)
Compliance, Platform, Processes, Administrator, Pension, Online, Office, KPI, Process design, Implementation, Design, Analytics, Management, VBA, Training, Exchange, MS office, Administration, Writing, Excel
2016 - 2018
job
Technical support administrator
unknown.
- The Role:
● Technical support administrator at NOW:Pensions. I specifically worked on the regulation team.
● liaised with a large variety of clients and payroll providers to manage pension contributions.
● Required to have a good understanding of excel, Microsoft word, be able to create mail merges and analyse large amounts of data.
● keep up to date with current legislation regarding auto enrolment and TPR reporting.
● log and respond to clients who contact us regarding late reporting notices.
● Analyse, create and send emails and or letters to clients whilst fixing 'stuck' data.
● Train and monitor/ help new staff & Temps
● Elected member of the employer forum.
Skills used:
Technical support-based role, IT skills essential, pension legislation, communication & rapport both client and IFA/payroll based, Salesforce, Excel (VLOOKUP, HLOOKUP Pivot Tables, Indexing, What IF, many formula functions), SQL queries, mailmerges, data correction.
● Technical support administrator at NOW:Pensions. I specifically worked on the regulation team.
● liaised with a large variety of clients and payroll providers to manage pension contributions.
● Required to have a good understanding of excel, Microsoft word, be able to create mail merges and analyse large amounts of data.
● keep up to date with current legislation regarding auto enrolment and TPR reporting.
● log and respond to clients who contact us regarding late reporting notices.
● Analyse, create and send emails and or letters to clients whilst fixing 'stuck' data.
● Train and monitor/ help new staff & Temps
● Elected member of the employer forum.
Skills used:
Technical support-based role, IT skills essential, pension legislation, communication & rapport both client and IFA/payroll based, Salesforce, Excel (VLOOKUP, HLOOKUP Pivot Tables, Indexing, What IF, many formula functions), SQL queries, mailmerges, data correction.
Excel, Sql, Word, Salesforce, It, Support, Pension, Administrator, UP
2018 - 2018
job
Technical Support Administrator
unknown.
NOW Pensions
Support, Administrator
2015 - 2016
job
Service Adviser
unknown.
-Cater Allen Private Bank
Service Adviser: Cater Allen Private Bank - Sheffield - June 2015 to August 2016 - The Role:
● CAPB has no high street stores which had meant that everything is done in house in Sheffield, over the phone. A regular day can vary from transferring money In Euros, dollars or sterling from business or personal accounts to updating client details or answering general queries.
● I dealt with specialised accounts such as trusts and pensions. This meant that it was imperative to be able to handle conversations with IFAs and pension practitioners who required information regarding their clients' accounts or investments.
● The largest clients at cater Allen, are the business accounts. As this company is owned by Santander, many customers are referred to CAPB for these accounts. This has enabled me to process many payments to HMRC and become more knowledgeable within this sector.
● Another important aspect of this job was to be very up to date with data protection procedures and ensure customer satisfaction was of the best quality.
Skills Used:
Excellent phone mannerisms, communication, team work, building rapport internally and with clients/ accountants, IT skills (various banking systems), processing a variety of payments (CHAPS, BACS, TT), account and product overviews, helping new starters, excellent SLA time - very target focused.
Service Adviser: Cater Allen Private Bank - Sheffield - June 2015 to August 2016 - The Role:
● CAPB has no high street stores which had meant that everything is done in house in Sheffield, over the phone. A regular day can vary from transferring money In Euros, dollars or sterling from business or personal accounts to updating client details or answering general queries.
● I dealt with specialised accounts such as trusts and pensions. This meant that it was imperative to be able to handle conversations with IFAs and pension practitioners who required information regarding their clients' accounts or investments.
● The largest clients at cater Allen, are the business accounts. As this company is owned by Santander, many customers are referred to CAPB for these accounts. This has enabled me to process many payments to HMRC and become more knowledgeable within this sector.
● Another important aspect of this job was to be very up to date with data protection procedures and ensure customer satisfaction was of the best quality.
Skills Used:
Excellent phone mannerisms, communication, team work, building rapport internally and with clients/ accountants, IT skills (various banking systems), processing a variety of payments (CHAPS, BACS, TT), account and product overviews, helping new starters, excellent SLA time - very target focused.
Data protection, Service, Banking, It, Pension, Processing, ME, UP, Customer
2014 - 2015
job
Team Member
Greggs.
2009 - 2012
job
Team Leader
KFC.
My education
Sheffield Hallam University
Bachelors, Marketing
Bachelors, Marketing
n/a
Secondary, History B
Secondary, History B
The Gedling School
Secondary, English Literature & Language AA (Minor in Maths)
Secondary, English Literature & Language AA (Minor in Maths)
n/a
Intermediategraduate, N/a
Intermediategraduate, N/a
n/a
Unspecified, Aspirations
Unspecified, Aspirations
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