• Process mapping E2E customer journey (As Is and To Be)
• Identify non value added tasks within processes
• Implement procedural change to make processes more efficient
• Outline savings to Senior Management and benefits of changes
• Roll out process changes to colleagues
• Ensure governance of changes recorded and document
• Data analysis using MS Excel
• Invest clients funds on web based platform (CSP)
• Dealing with Workplace Pension Queries/Legislation queries