Hillend, Fife, United Kingdom
Burns Outsourcing Ltd (contractor)
Financial Services
Education
Napier University 1997 — 2001
BSC Hons Estate Management, Property Valuation/Town Planning Degree
Chartered Institue of Insurance (see details for exam passes)
Diploma in Financial Planning, RDR compliant
Experience
Prudential Assurance February 2010 - Present
Financial Ombudsman Service October 2009 - February 2010
Turcan Connell April 2007 - October 2009
Hazell Carr April 2002 - March 2007
Scottish Provident June 1998 - April 2002
Skills
System Testing, Retirement, Requirement..., Negotiation, Financial Planning, Pensions, Excel, Requirements Gathering, Savings, Management, Customer Relations, Analysis, User Acceptance Testing, Risk Management, Change Management, Asset Management, Compliance, Problem Solving, Insurance, Wealth Management, Design Specifications, Estate Planning, Project Planning, Strategic Planning, Protection, Microsoft Office, Strategic Financial..., Administration, Retirement Planning, Process Improvement, Team Management, Team Leadership, Coaching, Management Consulting, Team Building, Project Management, Business Planning, Business Analysis, Functional..., Investments, Requirements Analysis, Quality Center, Mentoring, Financial Advice, Annuities, Customer Service, People Management, Regression Testing