Summary
Overview
Work History
Education
Skills
Timeline
Generic

Abbigail Kearns

Swindon,Wiltshire

Summary

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.

Overview

23
23
years of professional experience

Work History

Business Readiness Lead

St. James's Place Wealth Management
05.2022 - Current

Led business readiness initiatives, ensuring alignment with project outcomes.

  • Leading the delivery of Business Readiness Activity to support the delivery of Business Outcomes
  • Central point of contact for all Business Readiness Activity
  • Review all initiatives/change activities to determine the level of Readiness activity and key resources required to support the change
  • Create and manage portfolios-level communications, engagement, readiness and benefits realisation plan and provide regular reporting and engagement
  • Liaise with Enablers / Shared Services / SMEs to ensure readiness activities are adequately resourced to support the delivery of business outcomes
  • Liaise with the wider Business Readiness / Stakeholder community to ensure stakeholders understand the portfolio of work and the impact it has on their respective business areas and act accordingly
  • Develop and deliver Go/No-Go governance and readiness reporting, supporting leadership decision-making
  • Lead the activity to establish measures to support benefit realisation, the achievement of Business Outcomes and regular reporting to Governance Committees.

Private Client Operations Manager

St. James's Place Wealth Management
08.2018 - 05.2022
  • Managed and developed team of private client operations consultants, providing leadership, coaching, and performance management to ensure delivery against operational and strategic objectives.
  • Led operational support across private client division, serving as key contact for escalations, resolving complex client and administrative issues.
  • Worked closely with key stakeholders from across the business to improve Partner and client journeys, ensuring positive client outcomes
  • Managed and oversaw the identification, investigation and resolution of operational issues impacting the administration centre. driving continuous service improvements
  • Managed complex and sensitive client escalations, balancing customer needs with regulatory requirements and commercial considerations.
  • Led the review and ongoing development of the Private Client Service Proposition, identifying opportunities for enhancement and implementing improvements to support business growth and customer satisfaction.

Client Services Relationship Manager

St. James's Place Wealth Management
01.2014 - 08.2018
  • Managed relationships with key third-party administration centres, including SS&C, Dublin and Curtis Banks, as primary contact for service-related escalations, ensuring swift resolution and satisfaction
  • Led monthly service review meetings, analysing performance, reviewing KPIs and SLAs, and identifying opportunities for improvement
  • Managed and coordinated complaints, incidents, and escalations, ensuring timely investigation, root cause analysis and effective resolution
  • Cultivated strong relationships with internal and external stakeholders, enhancing service delivery across the Partnership and fostering collaboration
  • Identified recurring service issues, implementing corrective actions to enhance operational performance and elevate customer experience

Office Admin Specialist

St. James's Place Wealth Management
04.2012 - 08.2018

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.

UK Sales Consultant

Zurich Insurance
01.2010 - 04.2012

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.

UK Sales Support Consultant

Zurich Insurance
04.2007 - 01.2010

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.

Call Centre Coach

Zurich Insurance
08.2003 - 04.2007

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.

Education

PRINCE2® Practitioner

PRINCE2
Swindon
01-2022

CII Certificate in Financial Planning (CF examinations)

CII
01-2012

A-Levels - Media Studies

New College
Swindon
01-2003

A-Levels - Geography

New College
Swindon
01-2003

A-Levels - English

New College
Swindon
01-2003

GCSEs -

Bradon Forest School
Swindon
01-2002

Skills

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

Timeline

Business Readiness Lead

St. James's Place Wealth Management
05.2022 - Current

Private Client Operations Manager

St. James's Place Wealth Management
08.2018 - 05.2022

Client Services Relationship Manager

St. James's Place Wealth Management
01.2014 - 08.2018

Office Admin Specialist

St. James's Place Wealth Management
04.2012 - 08.2018

UK Sales Consultant

Zurich Insurance
01.2010 - 04.2012

UK Sales Support Consultant

Zurich Insurance
04.2007 - 01.2010

Call Centre Coach

Zurich Insurance
08.2003 - 04.2007

PRINCE2® Practitioner

PRINCE2

CII Certificate in Financial Planning (CF examinations)

CII

A-Levels - Media Studies

New College

A-Levels - Geography

New College

A-Levels - English

New College

GCSEs -

Bradon Forest School
Abbigail Kearns