Nikoletta Papp
Chelmsford
Summary
A highly organised and dependable professional with a strong working knowledge of SJP systems, including Salesforce, iBusiness, and MyPractice. Demonstrates proficiency in Microsoft Office applications and possesses an excellent understanding of financial services processes and regulatory requirements. Known for being deadline-driven with exceptional organisational skills, high attention to detail, and effective problem-solving abilities. Committed to continuous professional development while maintaining a proactive approach to client-focused service delivery.
Overview
20
20
years of professional experience
Work history
Platinum Accredited Practice Support Specialist
Manikam Wealth Management Ltd
Tiptree, Colchester
2024.07 - 2026.02
- Joined Manikam Wealth Management Ltd in July 2024, providing comprehensive administrative and client support to advisers and clients.
- In January 2025, achieved St. James’s Place Platinum Accreditation as Administrative Partnership Support Specialist.
- Key Responsibilities:
- Acting as first point of contact for clients and third parties
- Managing client meeting bookings and annual reviews
- Overseeing Salesforce Campaigns for upcoming client reviews
- Preparing and maintaining accurate client files for adviser meetings
- Processing investment withdrawals and contributions (ad hoc and regular)
- Maintaining accurate client records, scanning documentation, and updating systems
- Liaising with St. James’s Place Administration Centre to ensure efficient case processing
- Managing client marketing activity (Investor magazine distribution, birthday cards, Christmas gifts)
- Administering company LinkedIn profile (posts, webinar promotions, compliance updates)
- Managing SJP campaign updates and compliance-related communications
- Improved workflow efficiency with thorough process analysis.
Check-in Agent – Ground Handling
AS Aviation - Airport Service Budapest Zrt
Budapest, Hungary
2023.07 - 2024.06
- Relocated to Hungary in May 2023 due to personal circumstances while continuing to develop customer-facing and operational skills.
- Key Responsibilities:
- Assisting passengers for international airlines including Air France, KLM, Emirates, FinnAir, Korean Air, Air China and others
- Verifying passenger documentation using IATA Timatic system
- Managing check-in, boarding, and disembarkation processes
- Responding to passenger queries professionally and efficiently
- Ensuring compliance with safety and security procedures
- Coordinating with ground handlers, airline representatives, and operational teams
Financial Services Administrator
St. James’s Place Administration Centre, SS&C
Chelmsford
2017.10 - 2023.05
- Initially joined on 12-month fixed-term project contract (October 2017), later offered permanent role. Progressed through multiple positions demonstrating strong performance and regulatory understanding.
- Client Care WMI Lead Associate – RA Transfers & UTISA Enquiries
- Managed high volumes of pension transfers, consistently meeting SLA targets
- Ensured transfer warranty forms were completed accurately and promptly
- Investigated and resolved delays and discrepancies with third parties
- Developed strong understanding of legal and regulatory requirements
- Liaised with Partner Support, CRM teams, and SJP partner practices
- Provided training and support to new starters
- Client Experience Senior Associate – Change of Address
- Processed client requests in line with legal and risk requirements
- Maintained accurate and up-to-date client records across platforms
- Collaborated across teams to ensure seamless client experience
- Customer Service Associate – Bonds / Project Team
- Conducted data verification in preparation for GDPR implementation
- Supported SALAS migration to Bluedoor
- Ensured accuracy and compliance across client records
Acrylic Fabricator / Printing Operator
GBL Associates Ltd
Witham
2014.05 - 2017.10
- Manufactured and assembled bespoke retail displays for high-street brands.
Bank Cashier
ERSTE Bank Hungary Zrt
Budapest, Hungary
2011.10 - 2013.08
- Completed 8-week structured training programme followed by successful qualification.
- Key Responsibilities:
- Processing high volumes of daily over-the-counter transactions
- Delivering wide range of banking services
- Maintaining accurate cashiering and client records
- Promoting online and self-service banking solutions
- Ensuring compliance with operational risk and regulatory standards
- Collaborating within branch team to deliver excellent customer service
Assistant Store Manager
Nike Hungary/ SH-Shop Kft
Budapest, Hungary
2006.08 - 2011.10
- Promoted from Shop Assistant to Assistant Store Manager.
- Key Responsibilities:
- Supported Store Manager in daily operations
- Helped drive sales and achieve store targets
- Opened and closed store
- Motivated and developed team members
- Delivered high-level customer service and sales performance
Education
Skills
- Professional skills:
- Strong working knowledge of SJP systems: Salesforce, iBusiness, MyPractice
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Excellent understanding of financial services processes and regulatory requirements
- Deadline-driven with strong organisational skills
- High attention to detail and accuracy
- Effective problem-solving and initiative
- Strong team collaboration and cross-departmental liaison
- Personal attributes:
- Highly organised and dependable
- Professional and client-focused
- Proactive and self-motivated
- Excellent time management
- Committed to continuous professional development
ADDITIONAL INFORMATION
Hungarian – British Dual Citizenship
Languages
Hungarian
Native
Affiliations
- Yoga and meditation
Timeline
Platinum Accredited Practice Support Specialist
Manikam Wealth Management Ltd
2024.07 - 2026.02
Check-in Agent – Ground Handling
AS Aviation - Airport Service Budapest Zrt
2023.07 - 2024.06
Financial Services Administrator
St. James’s Place Administration Centre, SS&C
2017.10 - 2023.05
Acrylic Fabricator / Printing Operator
GBL Associates Ltd
2014.05 - 2017.10
Bank Cashier
ERSTE Bank Hungary Zrt
2011.10 - 2013.08
Assistant Store Manager
Nike Hungary/ SH-Shop Kft
2006.08 - 2011.10