Financial Administrator with over 9 years experience currently working for a large Independent Financial Advisers based in the West Midlands.

Case Supervisor @ From April 2014 to Present (1 year 9 months) Senior Client Service Administrator @ I work with two Financial Consultant's on a day to day basis and also deal with all client and life company queries. As well as all my previous duties at Newell Palmer and Associates Ltd I also have further responsibilities which include the following; Preparing research including printing fund factsheets, preparing Morningstar performance graphs and using the Selecta Pension system with regards to pension and drawdown transfers Preparing Financial Planning Reports using the PPOL (Para Planning Online) System for pensions, investments and life cover Using Microsoft Outlook for Advisers diary management and Adviser Office for day to day record keeping Dealing with all Transfers, Surrenders and Partial Encashments of all client policies Completing all client reviews Preparing all paperwork for follow up appointments and processing once applications are ready as New Business Ensuring all paperwork is scanned to the system From March 2012 to January 2015 (2 years 11 months) Wolverhampton, United KingdomFinancial Administrator @ From January 2006 to March 2012 (6 years 3 months)

A Level Business Studies, Psychology and History @ Codsall Community High School From 1999 to 2004 GCSE @ Codsall Community High School From 1999 to 2002 Annabelle Brown is skilled in: Pensions, Financial Services, Investments, Finance, Wealth Management, Investment Strategies, Retirement Planning, Income Protection, Retirement, Critical Illness, Investment Advisory