Dilan Oylum
Bournemouth
Summary
Experienced professional with expertise in business analysis, process mapping, and project management, specialising in financial services including wealth, pensions, life, and investments. Proficient in regulatory frameworks such as FCA guidelines, Consumer Duty, and auto-enrolment compliance. Adept at stakeholder engagement, workshop facilitation, and delivering high-quality outputs through strong communication skills and attention to detail. Skilled in utilising Microsoft Office Suite to support organisational goals while ensuring deadlines are met and fostering team collaboration. Committed to driving operational excellence and contributing to impactful business outcomes.
Overview
2
2
Languages
6
6
years of post-secondary education
11
11
years of professional experience
Work history
Wealth Consultant
Simplify Consulting
2023.10 - 2026.07
- Providing change delivery capability across client engagements, working across project disciplines and contributing to all stages of the consulting value chain. Specialised in project delivery with deep experience in Financial Services, Wealth Products and operational transformation.
- Delivered 148 process maps, procedures and control assessments for Curtis Banks (SIPP Provider) through detailed SME workshops and high-quality documentation
- Led the mapping workstream for Diligenta (LBG) Journey Transformation, producing As-Is and To-Be journeys and identifying improvements across multiple locations including Edinburgh, Bristol and India
- Defined roles, responsibilities and mapped 18 end-to-end processes for Nucleus (Enterprise Model), documenting controls and optimisation opportunities
- Managed and progressed BAU and backlog IT change requests for OneFamily; also provided PMO support identifying process gaps within project financial reporting
- Reviewed current-state processes and documented key roles, controls, critical activities and SLAs for OneFamily's Bank of Ireland Operating Model
- Captured 200+ requirements, delivered demos and completed solution analysis for Simplify Consulting's internal 'One Solution' tool
- Created Consumer Duty-aligned communication standards for Redmayne Bentley (Stockbroker)
- Facilitated workshops and produced L3 process maps and controls for 10+ processes for Nomo Investments; led a team of 6
- Produced As-Is process maps and controls and identified optimisation opportunities for JM Finn (Investment Management)
- Reviewed current-state finance processes and collaborated with SMEs to document controls and improvement areas for M&G Finance Controls
- Delivered BA and PM support for a large-scale pension system migration for BWCI, producing 250+ user stories, test scripts, procedures and training materials; facilitated workshops with key stakeholders and maintained project governance
- Created a comprehensive investment pack supporting an organisational change initiative for Alpha Consulting
- Managed the end-to-end delivery of Simplify's AI Whitepaper and launch event, owning the project plan, stakeholder engagement and 20+ supporting artefacts
- Contributed to the development of the business through content writing including an AI in wealth operations blog, Leadership Insights infographic and brochures
- Providers worked with: Curtis Banks, Diligenta, Nucleus, OneFamily, Redmayne Bentley, Nomo Investments, Quilter, BWCI, Netcompany, JM Finn, M&G and Alpha Consulting
Pension Administrator
Lewis Investment
2019.06 - 2023.10
- Administered pension schemes for employers ensuring compliance with regulatory rules and FCA guidelines
- Effectively collaborated with financial advisers to deliver improved outcomes for clients
- Liaised with members, employers and third parties for general and complex queries via telephone, email and post
- Played a key role in the migration of over 10,000 members from one platform to another, including data entry and cleansing
- Managed the employer portal and served as the key point of contact for technical queries
- Oversaw weekly MI - identifying and investigating issues such as delays in investing funds that may cause detriment to members
- Produced accurate bank reconciliations and fund switches with a high level of attention to detail
- Managed pension transfers end-to-end, liaising with members and third-party providers
- Assisted employers with re-enrolment and auto-enrolment duties to ensure regulatory compliance
- Onboarded new schemes and clients; proficient in X-Plan IRESS system and Dow Jones
Claims Administrator
Capita PLC
2017.09 - 2019.05
- Processed life insurance claims efficiently and accurately, reviewing documentation to determine validation and eligibility
- Provided high-quality customer service to vulnerable clients, fast-tracking claims where appropriate in line with FCA guidelines
- Conducted ID verification (Equifax & Experian) and due diligence checks (Dow Jones)
- Collaborated with internal teams to resolve complex cases; identified and flagged potential fraudulent claims
- Played a key role in ongoing project work including tracing; served as representative for the People Engagement Group
Insurance Clerk & Apprentice
P&C Insurance Brokers Ltd
2015.10 - 2017.09
- Established appropriate cover needs for clients, generated quotations across multiple systems and negotiated with insurers
- Maintained clear client records and managed renewals; developed deep understanding of relevant laws, regulations and company procedures
- Sales Advisor – Shades of Time, Beales (Feb 2015 – Aug 2015)
- Sales Advisor – Debenhams (Oct 2014 – Jan 2015)
Education
CII R01 Financial Services - Regulation and Ethics
The Pensions Regulator Trustee Toolkit - undefined
Mary Gober International Training - undefined
NVQ Level 3 Apprenticeship - Financial Services
Level 3 Business Studies - undefined
Bournemouth & Poole College
2014.01 - 2015.01
GCSEs - undefined
Glenmoor School
Bournemouth 2009.01 - 2014.01
Skills
- Business Analysis & Process Mapping (As-Is / To-Be, L1 & L3)
- Project Management & PMO Support
- Stakeholder Engagement & Workshop Facilitation
- Financial Services - Wealth, Pensions, Life & Investments
- Regulatory Knowledge - FCA, Consumer Duty, Auto-enrolment
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Communication Skills - verbal, written and presentation
- Attention to Detail Organisation Meeting Deadlines Team Collaboration
LANGUAGES
English (Native)
Turkish
Affiliations
- Reading
- Socialising
- Fitness
References
References available upon request.
Timeline
Wealth Consultant
Simplify Consulting
2023.10 - 2026.07
Pension Administrator
Lewis Investment
2019.06 - 2023.10
Claims Administrator
Capita PLC
2017.09 - 2019.05
Insurance Clerk & Apprentice
P&C Insurance Brokers Ltd
2015.10 - 2017.09
Level 3 Business Studies - undefined
Bournemouth & Poole College
2014.01 - 2015.01
GCSEs - undefined
Glenmoor School
2009.01 - 2014.01