
Strategic professional with expertise in stakeholder management and service delivery enhancement. Coordinates cross-functional teams to ensure resource readiness for business transformations. Implements governance and reporting frameworks that drive informed decision-making and benefit realisation. Delivers high-quality outcomes through effective communication and strategic planning, fostering collaboration for organisational growth.
Led business readiness initiatives, ensuring alignment with project outcomes.
Facilitated onboarding and development of office administration teams nationwide by preparing induction materials, providing systems training, and offering operational support. Reviewed and processed partner applications for accuracy and compliance, coordinated courier services, and maintained high service standards for advisers, colleagues, and partner practices.
Managed portfolio of Independent Financial Advisers (IFAs), including St. James's Place Partners, providing product support and relationship management to enhance business development. Conducted regular face-to-face and telephone meetings in target-driven environment to drive product sales and increase adviser engagement, contributing to sales and revenue objectives.
Supported two field-based Sales Consultants in developing relationships with Independent Financial Advisers, including St. James's Place Partners, by conducting regular face-to-face and telephone meetings and providing product and application support.
Delivered customer support across pensions, investments, life assurance, and protection products while coaching and training new starters to enhance service quality. Conducted inductions and monitored call quality, providing performance feedback and developing colleagues to uphold high standards of customer service and compliance.
Experienced Operations and Business Readiness professional with a strong background in financial services, wealth management, relationship management, and operational leadership Proven track record of managing key stakeholder relationships, driving service and process improvements, and delivering positive customer and business outcomes Skilled in business readiness, change management, escalation handling, customer experience, root cause analysis, and service proposition development Combines commercial awareness with operational expertise to build effective partnerships, enhance service delivery, and support successful business transformation initiatives Strong focus on continuous improvement and delivering high-quality client experiences