Andrew Beech
Swansea
Summary
I am a motivated and adaptable professional with experience in finance, customer service, and quality-focused roles. I began my career working overseas in the financial sector, gaining valuable commercial awareness and cross-cultural experience early on. In my most recent role I successfully transitioned industries, applying strong transferable skills including telephone communication, customer engagement, data management, compliance, and team coordination. I am a results driven and adaptable professional with a proven ability to deliver exceptional customer-focused outcomes in both collaborative and individual settings. I enjoy learning new skills and am committed to improvement, using feedback and self-assessment to continuously enhance performance.
Overview
15
15
years of professional experience
4028
4028
years of post-secondary education
Work history
QA Coordinator
Consumer Energy Solutions, Swansea
Swansea
2023.09 - 2026.01
- Managed and maintained complex spreadsheets to track case progress, quality metrics, ensuring accurate and up-to-date record keeping.
- Reviewed and assessed submitted evidence against quality standards and compliance requirements, identifying discrepancies and ensuring corrective actions were implemented.
- Liaised directly with customers via telephone to arrange suitable appointment times, provide updates, and resolve queries, delivering a professional and customer-focused experience.
- Coordinated appointment scheduling for multiple field-based teams, optimising diary planning to maximise efficiency, minimise travel time, and meet service-level targets.
Practice & Compliance Manager
Brilliant Group, Swansea
Swansea
2019.07 - 2023.04
- Designed and delivered group-wide regulatory training, ensuring staff competence across all mandatory and regulated learning requirements.
- Conducted detailed case file reviews to ensure advice met internal standards and regulatory compliance obligations.
- Identified and mitigated business and adviser risk through structured compliance reviews and control reporting.
- Developed and implemented internal control reports to proactively monitor risk exposure.
- Contributed to the design and development of the company’s in-house CRM system to improve operational efficiency and oversight.
- Line-managed in-house Mortgage Advisors, conducting performance appraisals, quality assessments, and ongoing development reviews.
- Reviewed and updated company policies to ensure regulatory alignment and best practice standards.
- Managed complaint handling and resolution via telephone and written correspondence, maintaining professional and compliant outcomes.
Asset Transfers & Operations Team Leader
Fusion Wealth, Horsham, West Sussex
Horsham, West Sussex
2017.02 - 2018.12
- Led and line-managed a team of seven, overseeing recruitment, performance management, and development.
- Conducted operational reviews, weekly reconciliations, and platform reporting, ensuring adherence to best execution policies.
- Coordinated FCA reviews and reporting, documenting operational processes for senior stakeholders.
- Produced and presented management information and data analysis to the Senior Management Team.
- Maintained oversight of agency changes, account closures, and migration activities.
Personal Banking Manager
Nationwide Building Society, Horley/Redhill, Surrey
Horley/Redhill, Surrey
2013.03 - 2017.01
- Delivered tailored financial guidance through face-to-face consultations, recommending suitable products.
- Managed and converted customer referrals to maximise business opportunities.
- Led team meetings to drive performance and achieve service-level targets.
- Consistently exceeded individual sales targets and KPIs.
Business Coordinator & Development Manager
Professional Investment Consultants (DeVere Group), Abu Dhabi, UAE
Abu Dhabi
2011.04 - 2012.12
- Generated new business through targeted outbound sales calls, developing client relationships in an international market.
- Acted as primary liaison for clients, supporting business growth and retention.
- Oversaw cross-border financial transactions, ensuring regulatory compliance and accuracy.
- Prepared and submitted detailed client reports and personalised financial strategies.
Education
Securities and Investments -
The Chartered Institute for Securities and Investments (CISI)
/2010 - 2011.01
Certificate - Mortgage Advice and Practice (CeMAP)
The London Institute of Banking & Finance
/2015 - 2016.01
Skills
- Customer Service (Telephone & In Person)
- Sales & Client Relationship Management
- Data Analysis, Reporting & Management Information
- Quality Assurance & Regulatory Compliance
- Risk Assessment & Mitigation
- Record Keeping & Documentation
- Team Management & Leadership
- Performance Metrics & KPI Monitoring
- Project Management & Coordination
- CRM Systems & Client Databases
- Microsoft Office & Google Workspace Applications
Timeline
QA Coordinator
Consumer Energy Solutions, Swansea
2023.09 - 2026.01
Practice & Compliance Manager
Brilliant Group, Swansea
2019.07 - 2023.04
Asset Transfers & Operations Team Leader
Fusion Wealth, Horsham, West Sussex
2017.02 - 2018.12
Personal Banking Manager
Nationwide Building Society, Horley/Redhill, Surrey
2013.03 - 2017.01
Business Coordinator & Development Manager
Professional Investment Consultants (DeVere Group), Abu Dhabi, UAE
2011.04 - 2012.12
Securities and Investments -
The Chartered Institute for Securities and Investments (CISI)
/2010 - 2011.01
Certificate - Mortgage Advice and Practice (CeMAP)
The London Institute of Banking & Finance
/2015 - 2016.01