Amanda McClements
Torrance,East Dunbartonshire
Summary
A highly skilled professional with extensive expertise in administration and business analysis, adept at utilising Microsoft Office 365 and Monday.com to enhance organisational efficiency. Demonstrates proven organisational ability, multitasking proficiency, and capacity to work under pressure while meeting deadlines. Skilled in gap analysis, requirements collection, and stakeholder engagement, with track record of liaising effectively with developers from project inception to delivery. Known for making responsible decisions and resolving disputes, this individual is capable of working independently on-site or remotely. Committed to achieving project milestones and briefing senior management effectively, with strong communication and interpersonal skills that facilitate collaboration across all levels of an organisation.
Committed manager with exceptional leadership, organisational skills and communication abilities leads high-performing cross-functional teams. Leads projects, company operations and business growth.
Innovative Business Head with talent for driving growth and improving operations. Led multiple teams to surpass targets, resulting in increased revenue. Known for strategic thinking and team-building skills that foster collaboration and efficiency.
Overview
14
14
years of professional experience
18084
18084
years of post-secondary education
Work history
Head of Business Readiness
Succession Wealth
Glasgow, Glasgow City
01.2019 - 12.2025
- Led team of Business Analysts to enhance change programme across multiple work streams.
- Streamlined business operational tools and management information for improved efficiency.
- Motivated employees to maximise performance through effective leadership techniques.
- Delegated tasks based on staff capabilities to ensure operational continuity.
- Drafted procedural statements and guidelines for organisation-wide implementation.
- Delivered lifecycle projects embedding efficiencies in front and back-office functions.
- Collaborated with senior stakeholders during initial concept, design, and user acceptance testing phases.
- Achieved successful delivery on large-scale programmes within strict time constraints.
Head of Business Readiness & Integration Support
Succession Wealth
Glasgow, Glasgow City
07.2017 - 01.2019
- Executed dual role as Business Analyst and CRM trainer for new starters and activated firms.
- Conducted monthly inductions for all Client Delivery Leads, Paraplanners, and Planners.
- Presented comprehensive business overviews during inductions.
- Delivered specialised CRM training for integrated staff, ensuring understanding of processes.
- Facilitated distinct training sessions for CDLs, Paraplanners, and Planners due to role differences.
- Provided onsite support for one month post-activation to manage inflight cases efficiently.
- Ensured uninterrupted processing of business by addressing staff queries promptly.
- Maintained smooth-running business operations by delegating priorities to staff abilities.
- Led and managed administrative staff to maintain smooth daily operations.
National Paraplanning Manager
Succession Wealth
Glasgow , Glasgow City
02.2014 - 07.2017
- Built paraplanning team from four to 65 within three years to meet growing demand.
- Streamlined processes to optimise office operations and enhance efficiency.
- Facilitated staff training, leading to improved customer service outcomes.
- Coordinated hiring and training strategies to develop successful paraplanning team.
- Delegated tasks effectively, maximising productivity across departments.
- Investigated operational issues, prepared reports, and implemented corrective actions.
- Provided weekly management information to Executive team on report production metrics.
- Prioritised time-sensitive reports to prevent client detriment.
- Ensured all sales, purchase and switch trades carried out daily by team in timely manner ensuring no client detriment or redress
Team leader
Campbell Dallas Financial Services
Bearsden, East Dunbartonshire
07.2012 - 02.2014
- Led team of 8 Admin and Paraplanning for North team to align processes with Succession Advisory Services.
- Reviewed processes across five firms to establish streamlined Model Office approach.
- Fostered high-performance environment, driving productivity and quality across team.
- Resolved conflicts effectively, enhancing workplace harmony and collaboration.
- Devised actionable plans to achieve business objectives within set deadlines.
- Streamlined workflows, significantly improving operational efficiency and reducing costs.
- Conducted regular performance reviews, identifying improvement areas for each team member.
- Provided comprehensive onboarding training to expedite integration of new hires.
Paraplanner
Campbell Dallas Financial Services
Bearsden , East Dunbartonshire
08.2011 - 07.2012
- Drafted over 1,500 detailed reports for senior financial planners, streamlining decision-making processes.
- Conducted thorough investment research, informing client decisions.
- Utilised advanced analytical tools for comprehensive financial assessments.
- Assisted in developing financial plans that improved client satisfaction.
- Participated in team meetings, contributing insights for strategic initiatives.
- Monitored regulatory changes for compliance and advice accuracy.
- Provided sound financial advice based on extensive research.
- Gained expertise in various planning software applications for efficient execution.
Education
Core Certification - Work Management
Monday.com
Online Jan 2024 - 01.2025
Certificate of Attendance - Microsoft
Microsoft Excel Intermediate
Online Oct 2024 - 10.2024
Level 2 Certificate in Business Analysis - Business Analyst
Global Edulink
UK July 2020 - 05.2021
Level 4 Diploma for Financial Advisers - Financial Services
IFS University College
Kent, United Kingdom Dec 2014 - 06.2015
R01 Financial Services, regulations & ethics - Financial Services
The Chartered Insurance Institute
LondonER1 Equity Release - Financial Services
The Chartered Insurance Institute
LondonMortgage Advice Qualification - Financial Services
The Chartered Insurance Institute
LondonNational Certificate - Business Administration
Scottish Vocational Education Council
Glasgow Aug 1985 - 06.1986
O-Levels - English, Maths, Secretarial Studies, Accounts, French & History
Bearsden Academy
Glasgow Aug 1981 - 06.1985
Skills
Administration Skills
- Microsoft Office 365 (Word, Excel Visio, PowerPoint)
- Proven organisational ability
- Ability to multitask and work under pressure
- Ability to resolves disputes and solve problems
- Making responsible decision
Business Analysis Skills
- Gap Analysis - documentation of ‘as is' and ‘to be ‘ processes
- Requirements collections and close relationship building with key stakeholders and SMEs
- Liaising with developers throughout from initial handover of requirements to final delivery of solution
- Briefing senior management against project milestones
- Creation of all test documentation required, Running through these tests as required and managing defect resolution process
Responsible and Motivated
- Can work on-site or remotely without supervision Can always be trusted to get the job done
Communication
- Solid interpersonal skills, both with team members and senior managers
Interests
Maintaining an active lifestyle, through fitness, cycling, hill walking and climbing Munros
Regular gym training and long-distance walking
Reading with a focus on self-development and personal growth
Travelling in Europe and USA , experiencing different cultures
Socialising with friends and family, enjoying dining out and cinema visits
References
References available upon request.
Timeline
Head of Business Readiness
Succession Wealth
01.2019 - 12.2025
Head of Business Readiness & Integration Support
Succession Wealth
07.2017 - 01.2019
National Paraplanning Manager
Succession Wealth
02.2014 - 07.2017
Team leader
Campbell Dallas Financial Services
07.2012 - 02.2014
Paraplanner
Campbell Dallas Financial Services
08.2011 - 07.2012
Core Certification - Work Management
Monday.com
Jan 2024 - 01.2025
Certificate of Attendance - Microsoft
Microsoft Excel Intermediate
Oct 2024 - 10.2024
Level 2 Certificate in Business Analysis - Business Analyst
Global Edulink
July 2020 - 05.2021
Level 4 Diploma for Financial Advisers - Financial Services
IFS University College
Dec 2014 - 06.2015
R01 Financial Services, regulations & ethics - Financial Services
The Chartered Insurance Institute
ER1 Equity Release - Financial Services
The Chartered Insurance Institute
Mortgage Advice Qualification - Financial Services
The Chartered Insurance Institute
National Certificate - Business Administration
Scottish Vocational Education Council
Aug 1985 - 06.1986
O-Levels - English, Maths, Secretarial Studies, Accounts, French & History
Bearsden Academy
Aug 1981 - 06.1985