Alex Huntington Schmitt
Larbert
Summary
Accomplished and dedicated intermediary manager with 25+ years' experience in the financial services sector. Focused and adaptable to the changing market and supporting technologies therein. Acute attention to detail, with previous technical underwriting experience and regular report writing responsibilities.
Currently studying for the Diploma in Regulated Financial Planning, through the Chartered Insurance Institute.
Overview
9
9
years of professional experience
Work history
Operational Relationship Manager (IFA - Key Accounts)
IFDL/M&G Wealth
Stirling
2023.05 - 2025.06
- Building inter-departmental relationships and key points of contact, to enable effective management of IFA escalations.
- Best customer outcomes: Autonomy to influence areas of change within the company that will enable efficiencies which benefit the adviser and end-client.
- Dedicated point of escalation; Responsible for with resolution of delayed and/or complex cases.
- Understanding multiple systems that are used in conjunction with our platform technology.
- Report writing; Weekly and Monthly report writing, stats. and performance analysis provided internally and externally.
- Analytical and influencing skills to maximise growth opportunities and harmonise our continued business relationships.
- Working to align strategies between M&G and the key account client.
- Initiating system changes/proposals to drive efficiencies and market position.
Platform Support Consultant
IFDL/M&G Wealth
Stirling
2022.06 - 2023.05
- Technical platform support for existing and new IFA's and their onboarded clients.
- Proficient in dealing with all transaction types for SIPPs, On & Offshore Bonds, ISA's and General Investment Accounts, model portfolios and DFM's.
- Working closely with other departments, including Investment Partnerships, SIPP, Claims and Adoption Support.
- Workload management: Case managing 30-40 enquiries per day.
- [Internally promoted to new role in May 2023].
B.T. Early Life Connections
WebHelp UK
Remote
2022.02 - 2023.05
- Stop-gap following redundancy from previous position.
- Dealing with all BT customers, primarily concerning new installations of phone, TV and Broadband systems.
- Billing, complaints, engineer visits.
- [Reason for Leaving: Career Progression].
Protection Director (Non-Exec.)
The Mortgage
Hamilton
2020.07 - 2022.01
- Recruited to head up and drive Protection sales and training.
- Advice, sales and guidance on all Life & Income Protection propositions including Business Assurance.
Protection Manager
Simple Financial Planning Ltd
Glasgow
2019.09 - 2020.03
- Head up and drive Protection sales.
- Proficient in the use of the Intelliflo/Intelligent Office back-office systems.
- Responsible for the day-to-day management and training of a dedicated protection sales team, as well as meeting personal sales targets.
- Developing market awareness through regular meetings and webinars with Life office BDM's and Account Managers'.
- Focused on providing our clients with dedicated whole of market protection advice & recommendations.
- Responsible for accurate reports: Sales, income, retention and TCF outcomes etc.
- [Reason for Leaving: Firm exited mortgage & protection market].
Intermediary Sales Support Executive
Prudential plc
Stirling
2016.08 - 2019.09
- Provided administrative support to the executive team, including preparation of reports, presentations, and other documents.
- Leading daily planning calls to discuss strategy for weekly and monthly targets.
- Consistently part of a top-producing Regional Sales Unit, contributing toward our Northern- Ireland panel.
- Relationship building: Updating firms with product changes, fund options, platform updates and product innovations through regular contact with advisers, paraplanners and supporting staff.
- Responsible for managing pipeline business (including checking Origo/Altus, contacting ceding schemes and liaising internally to ensure business is processed expediently.
- Detailed understanding of On/Offshore bonds, SIPP, ISA and our fund offering.
- Onboarding: Daily 'WebEx', appointments; guiding advisers on our platform-based technology, tools and calculators.
- [Reason for Leaving: Head-hunted].
Skills
- Advice & Recommendations
- IFA Onboarding
- IFA Account Management
- IFA Relationship Management
- Report Writing
- Analytical Thinking
- Commercial Liability Underwriting
- Business Partnerships
- Technology Support
- Microsoft Office
- Chairing Online Board Meetings
- CRM - Salesforce, IO, IRESS, Intelliflow
- Tactful persuasiveness
- Account portfolio administration
- Knowledge of regulatory compliance
- Service level agreement handling
- Value proposition development
- Training and coaching
- Empathetic communication
Languages
English
Native
German
Native
Personal Information
Title: IFA Key Accounts Manager
Custom
- Watching: Formula 1, Fortuna Düsseldorf FC and Hibernian FC.
- Participating: Clay pigeon shooting, motorsport/track racing, cooking and obeying my two cats; Starr and Uncie.
Affiliations
- Clay-pigeon shooting
- Track Racing (Performance Cars)
- Avid follower of Formula 1
Timeline
Operational Relationship Manager (IFA - Key Accounts)
IFDL/M&G Wealth
2023.05 - 2025.06
Platform Support Consultant
IFDL/M&G Wealth
2022.06 - 2023.05
B.T. Early Life Connections
WebHelp UK
2022.02 - 2023.05
Protection Director (Non-Exec.)
The Mortgage
2020.07 - 2022.01
Protection Manager
Simple Financial Planning Ltd
2019.09 - 2020.03
Intermediary Sales Support Executive
Prudential plc
2016.08 - 2019.09