Matthew Patrick

Handling client enquiries from initial contact through to arranging pension transfers for new and existing clients on a non-advised basis.

Dealing with various types of pension enquiries including defined contribution, personal pensions, SIPP's, workplace pensions & defined benefit pensions.

Explaining clearly on a non-advised basis the pro's and cons of pension transfers including all types of individual pension schemes.

Managing lead flow, working pipeline, and cashflow using trello and excel.

Assisting clients in understanding how their pensions and the underlying investments work in a clear and friendly manner.

Used Microsoft Word and other software tools to create documents and clear communications.

Worked flexible hours, covering nights, weekends and bank holidays.

Assisting in the setup of the business from the outset including hiring and managing staff.

Establishing, implementing and monitoring processes including, client handling from initial contact through to advice. Administration roles and processes from LOA's to client's through to checking suitability reports with paraplanners.

Advising clients both on recorded phone calls and face to face under supervision from a chartered IFA. The nature of the advice was predominantly for pension transfers including defined contribution, defined benefit and ex-workplace pension schemes.

Using excel, microsoft word and intelliflo as part of my day to day duties.

Troubleshooting for dissatisfied clients including talking people through the volatility during the early weeks of covid and also speaking with clients who had received a bad experience from within the business or previous IFA's.