Claire Whitthread
Ash Vale,Surrey
Summary
Accomplished professional focused on strategic leadership and business growth as career aspirations. Track record of implementing innovative strategies that enhance adviser businesses and foster team collaboration. Skilled addressing complex challenges and achieve lasting success.
Overview
24
24
years of professional experience
2024
2024
years of post-secondary education
Work history
Senior Client Services Executive
Benchmark Financial Planning
Horsham, West Sussex
2024.06 - Current
- Spearheaded client engagement as the primary point of contact, guaranteeing timely support and resolution of enquiries.
- Enhanced operational efficiency and client service delivery through comprehensive understanding of internal and external systems.
- Collaborated with adviser to successfully meet targets while ensuring compliance requirements were met.
- Championed consistent communication strategies, reducing paraplanner workload and fostering improved collaboration within the team.
- Drove multiple projects forward to achieve corporate objectives.
- Assisted to secure a reliable new business pipeline of £1m per month.
- Provided comprehensive end-to-end support to both adviser and clients.
- Ensured prompt responses to client communications and effectively prompted client engagement when necessary.
Adviser Support
Self Employed
2009.10 - 2024.06
- Facilitated delivery of tailored services to meet advisers' unique requirements, boosting client satisfaction.
- Built connections with independent financial advisers, leading to heightened referral rates.
- Assisted private and corporate clients in promoting ownership and professionalism in service delivery.
- Adhered to deadlines to ensure consistent client satisfaction.
Client Support & Team Leader
Standard Life
Cambridge & Epsom
2002.01 - 2009.02
- Developed expertise in dynamic environment at Cambridge office, resulting in promotion opportunity in Epsom after three years.
- Worked with dedicated support team to consistently achieve adviser targets.
- Led a small support staff team and provided direct managerial oversight, including one-to-one sessions.
- Handled client enquiries with professionalism and a positive approach, enhancing client satisfaction.
- Supported the branch manager by coordinating office functions and maintaining efficiency.
Education
Level 4 Diploma in Financial Services
CII
GCSEs - 7 GCCEs including English & Maths
Ramsey Abbey
CambridgeshireSkills
- Project management
- Leadership proficiency
- Effective communication
- Organizational skills
- Team collaboration
- Relationship building
- Self-motivation
Timeline
Senior Client Services Executive
Benchmark Financial Planning
2024.06 - Current
Adviser Support
Self Employed
2009.10 - 2024.06
Client Support & Team Leader
Standard Life
2002.01 - 2009.02
Level 4 Diploma in Financial Services
CII
GCSEs - 7 GCCEs including English & Maths
Ramsey Abbey