Simon J Lee
Swindon,Wiltshire
Summary
Professional with strong background in administration, training, and customer service, excelling in conflict resolution and relationship management. Demonstrated success in sales support and quality assurance, maintaining composure under pressure while solving complex problems. Expertise in communication, public speaking, and team building, complemented by skills in strategic planning and public relations. Focused on improving organisational efficiency through effective inventory management and upselling strategies.
Overview
29
29
years of professional experience
1
1
Certification
Work history
ID VERDE GROUNDS MAINTENANCE
2019.03 - 2025.12
- All aspects of Grounds Maintenance work
- Grass Cutting
- Hedge Cutting
- Clearing Waterways
- Sports Pitch Marking
- Refuse Collection and Clearing
- Horticulture
- Client Relationship Management
AV TRINITY FINANCIAL SERVICES
2014.11 - 2018.10
- Administration Support to Financial Consultants and Paraplanners
- Diary Management
- Client Liaison – First point of contact for clients
- Report Preparation for perspective and existing clients!
- Liasing with Financial Product Providers
SANLAM DISCRETIONARY WEALTH MANAGEMENT
2012.02 - 2014.11
- Administration Support
- Placement of trades, working to high pressure tight deadlines
- Portfolio management and reconciliation, ensuring that investment mandates are adhered to.
- Report Provision for perspective new clients and annual reports for existing clients.
STANDARD LIFE LONDON CITY SALES OFFICE
2001.06 - 2011.02
- Administrative Support for 3 Sales Consultants. First point of contact for over one hundred financial advisory firms
- Dealing with all pre-sale new business enquiries
- Existing Client retention
- Planning and Co-ordinating product sales initiatives
- Training and mentoring new colleagues.
- Promoting Standard Life online services
- All aspects of New Business compliance procedures
- 9 years as Staff representative for London City Office
NATIONAL MUTUAL
2000.06 - 2001.06
- Administration Support to 2 Sales Consultants
- Dealing with all pre-sale enquiries
- Monitoring the efficient processing of new business applications
- Training and mentoring new colleagues.
- Promoting company products and online services
NATIONAL PROVIDENT INSTITUTION
1996.07 - 2000.05
- Customer Service Representative, dealing with queries from Financial Advisory firms and members of the public.
- All aspects of policy administration
- Processing New Business Applications
- Complaint handling and resolution
- Training and mentoring of new colleagues.
- Office stock management and replenishment
Education
7 GCSE - English Language, Maths, Science, Adv Science History, Religious Education and Art and Design
St Gregorys RC School
TUNBRIDGE WELLSSkills
- Administration
- Training
- Customer Services
- Conflict Resolution
- Relationship Management
- Sales Support
- Calm under pressure
- Problem-solving
- Communication skills
- Public speaking
- Team building
- Strategic planning
- Public Relations
- Inventory management
- Quality Assurance
- Upselling
- Troubleshooting
Certification
- Investment Operations Certificate 2014 CII
- J01 Financial Planning 2005 CII
REFERENCE
- Stefan, Brown, Units 3-4, Rear of 71 Eastbourne Road, Willingdon, EASTBOURNE, BN20 9NR
- Louise, Morris, AV Trinity Limited, Oakhurst House, 77 Mount Ephraim, TUNBRIDGE WELLS, Kent, TN4 8BS
- Kenneth, Fry, 27 Clements Lane, LONDON, EC4N 7AE
- Steve, Purdie, Floor 34, 30 St Marys Axe, LONDON, EC3A 8BF
- David, Durham, (Unable to find contact address)
- Ian, Ferrell, National Provident House, 55 Calverley Road, TUNBRIDGE WELLS, Kent, TN1 2UE
Affiliations
- Movies
- Reading
- Walking
- Pets
Timeline
ID VERDE GROUNDS MAINTENANCE
2019.03 - 2025.12
AV TRINITY FINANCIAL SERVICES
2014.11 - 2018.10
SANLAM DISCRETIONARY WEALTH MANAGEMENT
2012.02 - 2014.11
STANDARD LIFE LONDON CITY SALES OFFICE
2001.06 - 2011.02
NATIONAL MUTUAL
2000.06 - 2001.06
NATIONAL PROVIDENT INSTITUTION
1996.07 - 2000.05
7 GCSE - English Language, Maths, Science, Adv Science History, Religious Education and Art and Design
St Gregorys RC School