Education And Qualifications
Diploma in Regulated Financial Planning (Chartered Insurance Institute – Ongoing training)
GQA Level 3 NVQ Diploma in Digital Pre Press for Print (QCF)
Marketing (Byte Size) (EC110726 – Ecareers.com) – Pending
Sub-Editing (ContentETC)
Marketing (Learn Direct)
Ford Diploma Customer Service Champion – Modules 1&2
Campion School (1995-2002)
GNVQ in Business
10 x GCSEs including English and Maths
Certificate in German [Distinction]
Experience
ReCap Surveying Technician (2012-date)
Abbey Tax Protection
• Successfully working within a high performing team of surveyors to undertake specialised Capital Allowance surveys of commercial properties across the UK
• Diligently managing a portfolio of case work and accounts, ensuring a deep understanding of all ongoing cases
• Adapting communication to the customer, to translate complex information and ensure the fullest understanding of company, regulatory and statutory requirements and obligations
• Meticulously ensuring all reports meet departmental standards and deadlines ready for submission to HMRC
• Building and developing enduring and productive relationships with accountants and end clients
• Liaising with quantity surveyors, senior management, directors and clients to ensure case milestones are achieved
• Organising workload to ensure on-time delivery of submissions and that key accounts are prioritised effectively
• Overseeing full ownership and responsibility for a case in Canada
• Undertaken the case work on Markel’s London headquarters, 20 Fenchurch street (The Walkie-Talkie / The “Fryscraper”)
• Understanding and maintaining technical knowledge and an understanding of qualifying capital allowances and tax computations to give the best advice to clients
• Recommending improvements throughout the department, including undertaking a number of projects to help increase the department’s knowledge of other working practises in the market
• Regularly working on cases worth over £1 million, and also one of £8 million
• Coaching and mentoring other departmental members and creating and delivering training to share best practice and sector knowledge
• Selected to represent the department at a convention for the Solicitors Group, discussing products and also advising solicitors on legislation changes
Marketing projects within Abbey Tax Protection
• Creating copy to be used on a new website
• Producing presentations to be used to inform the client on tax legislation and services we provide
• Writing clear and precise literature on tax legislation which is sent out to clients but also used in-house as a training reference
• Analysing and then creating a marketing itinerary which highlights any potential gaps in our portfolio and subsequently producing relevant literature
• Evaluate the department website with the objective being to improve functionality
• Producing specific documents for an intermediary company for them to introduce our services to a new customer base.
• Researching and dealing with clients from unexploited industry, including Independent Financial Advisors
Other works within Abbey Tax
• Developing a business plan, whereby Abbey Tax can provide Pension Schemes alongside its existing product range
• Developed a number of roles to be integrated within the Capital Allowances department
Service Advisor (2011-2012)
Allen Ford
• Successfully working in a small service department within a well-established car dealership, ensuring targets were met consistently
• Ensuring that we adhered to Ford standards, promoting promotional products such as Nectar
• Applying sales and client knowledge to ensure a seamless and high quality after-sales service
• Accurately preparing and recording invoices
• Working under pressure with quick turnarounds, care and accuracy to ensure customer satisfaction and retention in a highly competitive market
• Selling a range of products and services, to both new and existing clients
• Rapidly building rapport with customers to identify customer needs and resolving customer queries within SLA timescales
• Building excellent computer skills and knowledge of specialist software
• Successfully adapting communication to the customer’s level of technical understanding
• Efficiently resolving customers’ enquires and requirements face to face and over the phone without ramble or jargon
Senior Reprographics Assistant (2004-2011)
David Hall Publishing
• Providing high quality managerial support to the Reprographics Manager in a busy publishing firm
• Creatively producing highly accurate diagrams and designing the front covers for a number of high profile national retail magazines
• Developing exceptional competence in the use of Adobe Creative Suite (Photoshop, InDesign and Illustrator), Quark Express, Mac, Word and Excel
• Successfully meeting strict deadlines ensuring a flawless delivery record throughout employment
• Liaising with other creative staff to develop ideas
• Developing creative thinking to push and evolve the level of work that was
