Summary
Overview
Work history
Education
Skills
Interests
Timeline
BusinessAnalyst
Gemma Harper

Gemma Harper

Winchcombe,Gloucestershire

Summary

A focused and highly self-motivated person who strives to achieve and exceed expectations. My sales success can be attributed to my ability to develop and maintain strong relationships by building rapport, using effective communication and executing strong questioning and listening skills. I naturally look to improve the efficiency and performance in my work environment and consistently produce ideas and suggestions in a constructive, considered manner. My ideal role would align to my strengths in working effectively with teams to deliver against clearly defined outcomes. As a quick learner, I embrace tackling new challenges and am passionate about contributing to the success of a project and the business. I have a particular interest in supporting business change and process improvement.

Overview

20
20
years of professional experience
27
27
years of post-secondary education

Work history

Project Manager

Naveo Commerce
Remote
2022.06 - Current

Responsibilities include:

  • Development and upkeep of essential project documentation, including project charters, plans, requirements documents, risk registers, issue logs, status reports, change requests, and meeting minutes
  • Facilitating collaboration among cross-functional teams, ensuring everyone is aligned with project goals
  • Conducting risk assessments to proactively identify and address potential issues and devising mitigation strategies to keep the project on track
  • Budget management, resource allocation, and monitoring progress against milestones to ensure projects are completed within time and budget constraints
  • Cultivating a positive team environment, promoting motivation and productivity while simultaneously managing conflicts and resolving challenges that arise during the software development lifecycle
  • Ensure adherence to project management methodologies and best practices
  • Change management
  • Proactively introduced and spearheaded 'Project Darwin,' a strategic initiative focused on formalizing and refining our internal processes with the aim of fostering a culture of continuous improvement to drive positive change in both the development process and customer experience. The following are examples of processes that have been included: Estimation process, Resource allocation, Meeting Hygiene, Development Lifecycle, Software upgrade repeatable approach, SharePoint cleanup, Scrum & Sprint improvement

Mortgage & Protection Broker

Wilson Cook Mortgage & Protection Consultancy
Remote
2021.03 - 2022.06
  • Conducting telephone-based client meetings, researching the market, recommending mortgage and protection solutions and responsible for processing all administration from initial engagement to completion of the mortgage
  • Managing 2 introducers (1 of which I secured through networking) along with being an integral part of improving the firm systems and processes.

Mortgage & Protection Broker

Self Employed
Remote
2020.04 - 2021.03
  • Conducting telephone-based client meetings, researching the market, recommending mortgage and protection solutions and being responsible for processing all administration, from initial engagement to completion of the mortgage.

Account Manager

Oncover Insurance Services Ltd
Gotherington, Gloucestershire
2019.08 - 2019.11
  • Temporary maternity cover handling client account enquiries, preparing and processing general insurance and commercial policy renewals
  • Sourcing quotes and selling household insurance to new clients.

Small Business Owner

Self Employed
Cheltenham, Gloucestershire
2013.09 - 2019.03
  • Running multiple small online businesses, selling luxury, high quality and bespoke gifts
  • Responsibilities & Achievements: Brand and Logo Design, Market research, Supplier research, sourcing and accounting, Sales and marketing, Website design and maintenance using Magento CMS, PR, blogging and social media management, Maintaining and tailoring website for search engine optimization, Managing Google Ad words and Facebook Marketing Campaigns
  • Finalist in the 'Future Star' Category Mumpreneur Awards 2014.

Paralegal Compensation Negotiator

Ross Aldridge Solicitors
Cheltenham, Gloucestershire
2010.01 - 2013.02
  • Managing cases from assessment to completion, handling all correspondence and negotiating terms of settlement.

Lifestyle Protection Consultant

Stroud and Swindon Building Society
Brockworth, Gloucestershire
2008.03 - 2010.01
  • Selling mortgage and lifestyle protection products to existing customers on an advised basis.

Personal Financial Advisor

Halifax
Cheltenham, Gloucestershire
2007.05 - 2008.03
  • Advising on and selling stocks and share-based investments.

General Insurance Consultant

Chelsea Building Society
Cheltenham, Gloucestershire
2003.11 - 2007.05
  • After starting in the Teleservices department as a customer service agent, progressed to a General Insurance Consultant selling general insurance products (Buildings and Contents, Accident and Sickness policies) and promoted through to the Lifestyle Protection Unit to sell their mortgage and lifestyle protection products (Life insurance, income protection, level term assurance) on an advised basis
  • Successful in all roles with The Chelsea Building Society, achieving top sales agent in each department.

Education

Prince 2 Foundation - Project Management

Axelos
2022.07 - 2022.08

CII Certificate in Mortgage Advice – CF1/CF6 (Equivalent to CeMap) - Mortgage Advice

Chartered Insurance Institute
2019.10 - 2020.01

CII Certificate in Financial Services Modules – CF1, CF2, CF3 and CF4 - Financial Planning

Chartered Insurance Institute
2007.05 - 2007.08

A-Levels -

The Cotswold School
Bourton On The Water
1994.09 - 2021.07

Skills

  • Critical & Strategic thinking
  • Detail-Oriented
  • Excellent Communication & Interpersonal Skills
  • Self Motivated & proactive
  • Continuous and Agile Learner
  • Process development
  • Organised and efficient
  • Basic Proficiency in Jira, MS Excel, PowerPoint, Word, Teams

Interests

  • Horse Riding
  • Dining out
  • Spending time with my family

Timeline

Prince 2 Foundation - Project Management

Axelos
2022.07 - 2022.08

Project Manager

Naveo Commerce
2022.06 - Current

Mortgage & Protection Broker

Wilson Cook Mortgage & Protection Consultancy
2021.03 - 2022.06

Mortgage & Protection Broker

Self Employed
2020.04 - 2021.03

CII Certificate in Mortgage Advice – CF1/CF6 (Equivalent to CeMap) - Mortgage Advice

Chartered Insurance Institute
2019.10 - 2020.01

Account Manager

Oncover Insurance Services Ltd
2019.08 - 2019.11

Small Business Owner

Self Employed
2013.09 - 2019.03

Paralegal Compensation Negotiator

Ross Aldridge Solicitors
2010.01 - 2013.02

Lifestyle Protection Consultant

Stroud and Swindon Building Society
2008.03 - 2010.01

CII Certificate in Financial Services Modules – CF1, CF2, CF3 and CF4 - Financial Planning

Chartered Insurance Institute
2007.05 - 2007.08

Personal Financial Advisor

Halifax
2007.05 - 2008.03

General Insurance Consultant

Chelsea Building Society
2003.11 - 2007.05

A-Levels -

The Cotswold School
1994.09 - 2021.07
Gemma Harper