Victoria White
Llantwit Major,Vale of Glamorgan
Summary
Dedicated professional with expertise in client support and administration. Skilled in maintaining accurate records and enhancing client interactions. Committed to improving operational efficiency and delivering excellent customer service.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
Work history
Client Support Administrator
Titan Wealth Holdings (formerly Thomas Carroll IFA LTD)
Cardiff
2024.07 - 2026.03
- Maintain accurate client records and financial data documentation.
- Assist in preparing adviser reports and meeting packs to enhance adviser-client interactions.
- Coordinate client review schedules and manage meetings effectively.
- Respond to client enquiries regarding policy alterations and product information, ensuring a smooth client experience.
- Support the management of workflows and client data within intelligent office systems for accuracy and integrity.
- Process top-ups and policy changes in compliance with FCA regulations.
- Ensure completeness and accuracy of documentation prior to issue.
- Organise filing systems and meet deadlines in a fast-paced environment.
- Collaborate with advisers and operational teams to assist in achieving positive client outcomes.
- Complete insurance and wealth product application forms with clients to capture precise details.
Person in Charge
Next PLC
Bridgend, County Borough of Bridgend
2018.04 - 2026.03
- Deliver fast, friendly, and consistent customer service across all interactions.
- Work across all areas of the store, including the shop floor, stockroom, and delivery processing.
- Support customers with enquiries, in-store purchases, click-and-collect orders, and placing new product orders.
- Handle cash and card transactions accurately and assist management with daily banking duties.
- Resolve customer queries and issues efficiently, ensuring a positive shopping experience.
- Support colleagues by offering help and problem-solving when challenges arise.
- Take responsibility for opening and closing the store, following security procedures and ensuring smooth operations.
Personal Assistant
Insight Financial Associates
Bridgend, County Borough of Bridgend
2023.01 - 2024.06
- Assisted adviser in maintaining compliance with company standards and regulatory requirements.
- Supported management of service levels for clients by performing process checks for accuracy and timeliness.
- Helped monitor and track adviser business activity against annual targets and performance metrics.
- Contributed to aligning daily operations with strategic business goals for improved productivity and efficiency.
- Ensured data accuracy within back-office system by keeping all records current and compliant.
- Coordinated workload distribution across team to maximise resources and meet deadlines.
- Managed diaries and email correspondence by scheduling meetings and responding to client queries.
- Aided in preparing and submitting new business files, including drafting suitability report templates and related documentation.
Senior Administrator
Wealthmasters Financial Management
Bridgend, County Borough of Bridgend
2021.09 - 2023.01
- Facilitated communication between clients and advisers to provide timely support.
- Maintained accurate client portfolio valuations for financial analysis.
- Assisted in compiling reports on charges and valuations for adviser review.
- Coordinated effectively with product providers and internal teams to enhance workflow.
- Processed complex data tasks to ensure data integrity across systems.
- Administered client information entry into in-house systems to ensure compliance.
Education
AAT Level 2 Accounting -
Bridgend College
Bridgend 2019.09 - 2019.07
A-Level -
Llantwit Major School
Llantwit Major, Vale of Glamorgan 2017.09 - 2019.07
GCSE's -
Llantwit Major School
Llantwit Major, Vale of Glamorgan 2016.01 - 2017.07
Skills
- Communication and interpersonal skills
- Organisational abilities
- Leadership and mentorship
- Analytical thinking
- Team collaboration
- Technology proficiency
- Self-motivation
- Customer service orientation
- Microsoft Office & Intelliflo Office expertise
- Positive attitude
REFERENCES
References are available upon request.
PERSONAL INTERESTS
I have a strong passion for travel and enjoy exploring new places and experiencing different cultures. I also speak some Russian due to my heritage. More recently, I have developed an interest in running and have completed three half marathons within the past year.
Timeline
Client Support Administrator
Titan Wealth Holdings (formerly Thomas Carroll IFA LTD)
2024.07 - 2026.03
Personal Assistant
Insight Financial Associates
2023.01 - 2024.06
Senior Administrator
Wealthmasters Financial Management
2021.09 - 2023.01
AAT Level 2 Accounting -
Bridgend College
2019.09 - 2019.07
Person in Charge
Next PLC
2018.04 - 2026.03
A-Level -
Llantwit Major School
2017.09 - 2019.07
GCSE's -
Llantwit Major School
2016.01 - 2017.07