At Nucleus Financial Group, I administer and service SIPP, ISA and GIA policies. I process transactions, contributions and transfers while responding to client and financial adviser queries and maintaining compliance standards.
At Diligenta, I supported the pensions team with daily administration and maintained accurate client files and documentation. I also handled queries, billing, refunds and clawbacks.
At Lloyd’s Bank, I reviewed and authorized new account documentation, completed identity checks, and followed up on missing information. I also contributed to business process design and worked with the QA team to check information for accuracy.
At NatWest Group, I monitored potentially unauthorized transactions, reported suspicious activity and temporarily suspended flagged accounts while investigations were completed. My earlier experience includes academic writing, research, project assistance and lecturing.
