Jenna Williams

Having been provided with a small window of opportunity, I was able to take a career break and travel around Europe for a year with my husband and daughter before she started school. We returned early to care for my father in law who subsequently passed away. This has led to the decision to ensure that any new employment position will ideally provide some flexibility to allow for childcare arrangements.

• Use of back office system Intelligent Office
• General administration duties
• Client correspondence/post/filing/scanning
• Creating client valuation packs to send via post, telephone, email and internet
• Ongoing client servicing requests
• Internal compliance procedures
• Request policy specific information from companies

• Online submission of applications for investments, protection, pensions and annuities
• General administration duties
• Internal compliance procedures
• Ensuring client files are compliant
• Commission upload and settling
• Chase outstanding commission
• Processing Consultant/Introducer/Staff pay

• May 2005 - Sept 2005: Worked in The Parade, Minehead
• Sept 2004 - May 2005: Worked in Queens Road, Bristol
• Nov 2003 - Sept 2004: Worked in Monton, Manchester