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$20 USD / 小时
UNITED KINGDOM的国旗
$20 USD / 小时
目前这里是3:10 下午
三月 3, 2018已加入
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Damian C.

@OldbeanConsult

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UNITED KINGDOM的国旗
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Administrative Consultant

I am a highly motivated Administrative Consultant with over six years’ experience in the Financial Services industry. My clients’ include one of the Big 4 consultancies, a top Building Society and one of the largest banks in Europe. I enjoy helping others and I can provide a different angle of thought to provide new ideas and perspectives. I have informally assisted individuals with getting their dream job by reviewing and making changes to their CV/Resume, linked potential job seekers and recruiters for administrative/financial roles and have proof read countless informal documents as well as business plans/reports. I am degree educated and have many financial qualifications with the Chartered Institute for Securities & Investment (CISI). I enjoy travelling and have been all over the world, currently I am in the top 3% of reviewers on TripAdvisor and have been for a number of years, as such, I have alot of travel stories and reviews about touristy areas and very local areas!

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经验

Pension Consultant

Big 4 Consultancy
7月 2016 - 现在
Analyse the suitability of advice regarding pension transfers and investments. Assess client’s attitude to risk and personal circumstances. Calculate hypothetical benefits of defined benefit pension schemes using Recal software. Liaise with management on a regular basis providing operational change ideas. Consider key guidance changes such as FCA consultation / guidance. Providing advice and support to junior colleagues on complex issues.

File Reviewer

High Street Bank
5月 2014 - 7月 2016 (2 年, 2 个月)
Analysed a range of financial products for the suitability of advice. Financial products include Investments, Pensions, Mortgages and Protection. Assessed customers’ attitude to risk, affordability and tolerance for loss. Completed complex calculations using Mortgage Fundamentals (MF). Liaised with board of directors and stakeholders on a ring fenced regulated advice.

Junior MI Analyst / Quality Assurer

Big 4 Consultancy
1月 2013 - 5月 2014 (1 年, 4 个月)
Quality assured insurance complaints based on credit cards and personal loans. Designed and maintained a series of risk assessments to strengthen quality control. Conducted a daily internal audit of payments and ensured tax deductions were correct. Consulted with internal stakeholders on a weekly basis while also offering effective solutions. Produced weekly reports based on compliance and audits.

教育

BA (Hons) Independent Studies 2:1

University of Central Lancashire, United Kingdom 2007 - 2011
(4 年)

资质

Certificate in Pension Transfers & Planning Advice Level 6

Chartered Institute for Securities and Investment
2018
Currently Studying

Investment Operations Certificate (IOC) Level 3

Chartered Institute for Securities and Investment
2014
UK Financial Regulation IT in Investment Operations Introduction to Securities and Investment

International Certificate in Wealth & Investment Management (ICWIM) Level 3

Chartered Institute for Securities and Investment
2015

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