Oscar Taylor
Bristol
Summary
Motivated professional with diverse experience and a proven ability to learn quickly. Strong communication skills and a proactive approach contribute to effective teamwork and problem-solving. Committed to using a varied background to drive success. Seeking opportunities for career advancement in a forward-thinking company.
Overview
6
6
years of professional experience
Work history
Client Support
Titan Wealth Planning
Bristol
2023.09 - 2026.02
- Assisted financial advisors with pre and post sales administrative support.
- Served as primary point of contact for clients.
- Prepared and processed new business submissions and gathered necessary information for client meetings.
- Maintained accurate client records using Intelligent Office (IO).
- Liaised with product providers, platforms, and internal teams.
- Entered fees into IO and processed fees as required.
Client Services Administrator
Wealth at Work
Bristol
2021.12 - 2023.09
- Preparing and issuing client review packs to the financial advisor in advance of client meetings.
- Liaising with financial advisors and providing support where necessary to ensure a smooth journey for clients.
- Undertaking Capital Gains Tax analysis and Total Expense Ratio analysis
- Communicating effectively with external organisations in relation to a variety of products via phone and email
- Distributing leads to other team members to be added using intelligent office.
PPI Case Handler
HSBC
Bristol
2019.09 - 2021.12
- Reviewing historical case file data to compile the most accurate and pertinent information on customer complaints.
- Conducting telephone interviews with customers regarding their personal circumstances at the time PPI was sold.
- Analysing and fully investigating customer complaints while following the established guidelines.
- Producing a full report outlining and explaining the company's decision to uphold or reject the complaint for each customer.
Education
CII
Certificate of Higher Education - Biochemistry
University of York
York 2001.04 -
A-Levels -
Fortismere School
Fortismere School
Skills
- Strong proficiency in Microsoft Word, Excel and PowerPoint
- Familiarity with a wide range of platforms including Intelligent Office
- Providing training and support to junior members of staff
References
References available upon request.
Timeline
Client Support
Titan Wealth Planning
2023.09 - 2026.02
Client Services Administrator
Wealth at Work
2021.12 - 2023.09
PPI Case Handler
HSBC
2019.09 - 2021.12
Certificate of Higher Education - Biochemistry
University of York
2001.04 -
CII
A-Levels -
Fortismere School
Fortismere School