Summary
Overview
Work History
Education
Skills
Outside of Work
Timeline
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Charlie Smith

Hinckley,United Kingdom

Summary

Experienced pensions relationship manager with a strong background in pension transfers and complex pension scheme management. Demonstrates exceptional interpersonal skills and effective communication, enhancing client experience and fostering long-term relationships.

Overview

8
8
years of professional experience
2017
2017
years of post-secondary education

Work History

Senior SIPP & SSAS Manager

Punter Southall SIPP Limited
11.2023 - Current
  • Cultivated positive and long standing relationships with clients by providing excellent customer service.
  • Monitored team performance, delegated tasks and applied strategies to improve quality.
  • Managed incoming correspondence effectively, ensuring timely responses from relevant parties.
  • Provided technical training of new legislation implementation throughout company
  • Regularly managed team in absence of senior management.
  • Handled complaints effectively, ensuring consumer duty regulations are adhered to, whilst proactively managing client expectations.

Senior Client Relationship Manager

Mattioli Woods plc
Leicester
08.2021 - 10.2023
  • Training and development of 5 colleagues, all of which have progressed to Senior level, or become IFA's.
  • Successfully built and maintained long-lasting client relationships through proactive communication and dealing with all matters efficiently.
  • Resolved client concerns quickly and professionally, improving client relationships through first-class customer care.
  • Point of contact for business for complex pension scheme queries for colleagues and the wider business group, process changes, and decisions for many aspects of pension schemes, particularly Transfers, and related transactions, i.e. QROPS.
  • Deputed for Senior Management on numerous occasions in meetings, and interviewing potential new employees.

Client Relationship Manager

Mattioli Woods plc
Leicester
05.2017 - 08.2021
  • Managed £80m worth of SIPP/SSAS pension client assets across 200 clients effectively.
  • Used outstanding persuasion and relationship-building skills to develop trusted stakeholder relations, effectively balancing business needs.
  • Entrusted to manage new business to begin their journey with the company, and managed 100% retention in this period.

Education

Bachelor of Science - Economics

University of Wales
Aberystwyth, CGN

A-Levels - Economics (B), Psychology (C), Maths (AS C), Chemistry (D)

John Cleveland College

GCSEs - 12 GCSE's achieved, all A*-B, including A's in Maths, English Language, and Science

John Cleveland College

Skills

  • Pensions relationship management
  • Pension transfers
  • Interpersonal skills
  • Client experience
  • Effective communication
  • Microsoft 365
  • Complex Pension Scheme knowledge

Outside of Work

Married, Dad to a 2 and a half year old, and a newborn Son.

I enjoy sports, particularly Football, Cricket and Darts.



Timeline

Senior SIPP & SSAS Manager

Punter Southall SIPP Limited
11.2023 - Current

Senior Client Relationship Manager

Mattioli Woods plc
08.2021 - 10.2023

Client Relationship Manager

Mattioli Woods plc
05.2017 - 08.2021

Bachelor of Science - Economics

University of Wales

A-Levels - Economics (B), Psychology (C), Maths (AS C), Chemistry (D)

John Cleveland College

GCSEs - 12 GCSE's achieved, all A*-B, including A's in Maths, English Language, and Science

John Cleveland College

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Charlie Smith