Phillip Antill
Southend-on-Sea,Essex
Summary
Over 20 years of experience in the nominee/wrap sector, with a proven track record as Transfers Team Lead at Transact. Demonstrated ability to manage teams effectively and drive operational efficiency. Recently took an extended period of leave to provide care for a terminally ill loved one and I would be happy to answer any questions you have on this. I'm now eager to leverage extensive experience and a strong work ethic in a new role. Committed to contributing positively to organisational goals and team success.
Overview
25
25
years of professional experience
7
7
years of post-secondary education
1
1
Certification
Work History
Custody Asset Transfers Team Lead
Transact
London
04.2011 - 02.2025
- Managed and mentored a team of 10 to deliver exceptional service.
- Monitored team performance, identifying areas for improvement and implementing training programmes to boost efficiency.
- Monitored operations to ensure employees followed relevant procedures and worked towards defined Key Performance Indicator (KPI) targets.
- Monitored staff performance and developed improvement plans.
- Integrated process improvements to optimise overall workflow and efficiency.
- Assisted with team recruitment, interviewing and onboarding.
- Investigated operational issues affecting service delivery, preparing detailed reports and recommending corrective actions based on root cause analysis.
- Spearheaded adoption of new technologies, improving team productivity and communication channels.
Transfers Administrator
Transact
London
04.2007 - 04.2011
- Updated client accounts accurately, ensuring timely reflection of transfers on clients' accounts.
- Coordinated with Fund Managers and Nominee companies to resolve outstanding transfers, facilitating effective communication and issue resolution.
- Resolved transfer-related queries, enhancing smooth account management.
- Agree trade and settlement dates with external companies and input trades into CREST.
- Executed certified transfers using CREST, overseeing dematerialisation and rematerialisation of certificates, and accurately reflecting transactions on clients' accounts.
Reconciliations Administrator
Transact
London
04.2006 - 04.2007
- Managed workload to ensure timely reconciliation of all accounts, contributing to achievement of departmental goals.
- Reconciled internal balances with external accounts to ensure accuracy and integrity of financial records.
- Identify breaks and work with the corresponding departments to ensure breaks are corrected and procedures followed to record breaks.
- Contacted Fund Managers to ascertain balances and established regular reporting procedures.
ISA Administrator
Cofunds Nominees
Chelmsford, Essex
01.2000 - 04.2006
- Reviewed and verified ISA applications for accuracy and completeness.
- Managed complaints through calm communication and effective problem-solving, enhancing customer satisfaction.
- Demonstrated dedication to achieving results and improving operations through proactive engagement in team initiatives.
- Trained and mentored employees to maximise team performance.
- Developed excellent working knowledge of industry trends and improvements in processes.
Education
GCSEs -
Alec Hunter High School
Braintree 09.1992 - 07.1997
GNVQ - Advanced Business Studies
Braintree College
Braintree 09.1997 - 08.1999
Skills
- Regulatory compliance
- Technology integration
- Process Improvement
- Cross-department collaboration
- Problem solving
- Team leadership
Certification
- CISI Level 3 in Investment Operations. Introduction to Securities and Investments, FSA Financial Regulations, CREST Settlements.
- (FA2) Pensions administration
Hobbies and interests
- Football.
- Cooking.
- Music.
- Travel.
- Nature.
Timeline
Custody Asset Transfers Team Lead
Transact
04.2011 - 02.2025
Transfers Administrator
Transact
04.2007 - 04.2011
Reconciliations Administrator
Transact
04.2006 - 04.2007
ISA Administrator
Cofunds Nominees
01.2000 - 04.2006
GNVQ - Advanced Business Studies
Braintree College
09.1997 - 08.1999
GCSEs -
Alec Hunter High School
09.1992 - 07.1997