Conor Moffat

Professional Experience:

• Analyze and evaluate pension schemes and protection products, ensuring compliance with relevant regulations and best practices.
• Conduct risk assessments and financial analyses to inform decision-making for pension funds and insurance offerings.
• Collaborate with stakeholders to develop and implement strategies for improving client financial outcomes and satisfaction.
• Prepare detailed reports and presentations on pension performance, risk exposure, and market trends for senior management and clients.
• Serve as a point of contact for clients, providing expert advice on pensions and protection options tailored to their needs.
• Use financial modelling software and data analysis tools to enhance reporting and decision-making processes.
• Performance Monitoring Regularly assess the performance of pension funds and protection policies against benchmarks and make necessary adjustments.
• Conduct workshops or informational sessions to educate clients about their pension options and protection products.

Finance analyst:

• Collaborated with staff at all levels, providing training and quality monitoring to ensure a safe and smooth operation in handling complex subsidence scenarios.

• Solely responsible for quality checking accounts for the bank, meticulously documenting and noting any discrepancies.

• Responsible for implementing new changes in business practices and logging discrepancies, which helped the bank operate more efficiently with tasks and staff recording.

• Solely responsible for identifying and resolving financial discrepancies or issues within the bank and logging any faults in the system to pass on to the necessary team.

• Amended all manual and financial work processes for the bank to secure a more successful campaign, as previous processes were outdated and slow, while overseeing agents.

• Constantly exploring new angles for success, ensuring that all tasks are completed on time and to standard to achieve outstanding workmanship and create a more engaging experience for staff.

• Corresponded with clients on a daily basis, rearranging contact arrangements to ensure a smooth and easy-to-follow process when contacting us regarding complex issues such as subsidence.

• Conducted meetings and set goals for agents working with me, which improved the bank's efficiency from 70% to 96%.

• Implemented new changes for financial invoices and insurance logging, resulting in an improvement of retention by 22%.