Alex Huntington Schmitt
Larbert
Summary
Experienced professional with a strong background in face-to-face and telephone sales, offering expert advice and recommendations. Demonstrates proficiency in IFA technology onboarding and key account management, alongside platform operational guidance and servicing processes. Skilled in report writing, analytical thinking, and commercial liability underwriting. Adept at platform technology support and servicing, business-to-business commerce, and chairing online board-level meetings. Proficient in MS Office applications including Excel, Teams, PowerPoint, Word, and Outlook. Committed to leveraging these skills to drive business success and enhance operational efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work history
Operational Relationship Manager (IFA - Key Accounts)
IFDL/M&G Wealth
Stirling
05.2023 - 05.2025
- 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
06.2022 - 05.2023
- 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
02.2022 - 05.2023
- 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 Exchange
Hamilton
07.2020 - 01.2022
- Recruited to head up and drive Protection sales and training.
- Advice, sales and guidance on all Life & Income Protection propositions including Business Assurance.
- Proficient in the use of back-office systems; CRM, IRESS, Intelligent Office/Intelliflow, various provider systems.
- Responsible for the day-to-day management of my own sales team (5 people), as well as meeting personal sales targets.
- [Reason for Leaving: Redundancy due to COVID-19].
Protection Manager
Simple Financial Planning Ltd
Glasgow
09.2019 - 03.2020
- 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
08.2016 - 09.2019
- 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
F2F & Telephone Sales, Advice & Recommendations
IFA Technology Onboarding
IFA Key Account Management
Platform Operational Guidance and Servicing processes
Report Writing
Analytical Thinking
Commercial Liability Underwriting
Platform Technology Support & Servicing
Business to Business Commerce
MS Office: Excel, Teams, PowerPoint, Word, Outlook etc
Chairing Online Board-Level Meetings
Certification
FP1 – Financial Services & their Regulation, Chartered Insurance Institute
FP2 – Protection, savings and Investment, Chartered Insurance Institute
IF1 – Insurance, legal and regulatory, Chartered Insurance Institute
IF3 – Insurance Underwriting Process, Chartered Insurance Institute
IF8 – Packaged commercial insurances, Chartered Insurance Institute
R01 - Financial services, regulation and ethics, Chartered Insurance Institute
R05 – Financial Protection, Chartered Insurance Institute
CeMAP – All Papers, London Institute of Banking and Finance.
Languages
English
Native
German
Native
Legacy Work History 1998-2016
Simple Financial Planning, Senior Protection Adviser, Glasgow
APRIL 2014 — JULY 2016
RSA, SME Commercial Liabilities Underwriter, GlasgowNOVEMBER 2010 — MARCH 2013
Hiscox, B2B Commercial Insurance Sales, GlasgowFEBRUARY 2009 — OCTOBER 2010
Mortgage & Protection Adviser, Self Employed, Whole of ScotlandAUGUST 2002 — JANUARY 2009
Emergency Services Operator (P/T), London Met. Police, GlasgowJANUARY 2001 — MARCH 2002
Intermediary Telephone Account Manager, Scottish Mutual & Scottish Mutual International, Glasgow and Dublin City, IrelandAUGUST 1998 — JUNE 2002
Timeline
Operational Relationship Manager (IFA - Key Accounts)
IFDL/M&G Wealth
05.2023 - 05.2025
Platform Support Consultant
IFDL/M&G Wealth
06.2022 - 05.2023
B.T. Early Life Connections
WebHelp UK
02.2022 - 05.2023
Protection Director (Non-Exec.)
The Mortgage Exchange
07.2020 - 01.2022
Protection Manager
Simple Financial Planning Ltd
09.2019 - 03.2020
Intermediary Sales Support Executive
Prudential plc
08.2016 - 09.2019
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