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Paul Wilkinson

Head of Client Services & TA Oversight

Head of EMEA Fund Admin Product - Global Fund Services at Northern Trust Corporation

Cardiff, United Kingdom

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Paul Wilkinson's Email Addresses & Phone Numbers

Paul Wilkinson's Work Experience

Legal & General Investment Management

Head of Client Services & TA Oversight

March 2014 to Present

TISA Exchange Ltd (TeX)

Non Executive Director

June 2013 to Present

Wales & West Housing Association

Board Member (Non-Exec)

March 2013 to Present

Paul Wilkinson's Education

Cranfield University - Cranfield School of Management

Key Account Management - Best Practise

2013 to 2013

Cardiff University / Prifysgol Caerdydd

Master of Business Administration (MBA) DBA

1996 to 1999

University of Wales, Cardiff

HND Business & Finance

1993 to 1995

Paul Wilkinson's Professional Skills Radar Chart

Based on our findings, Paul Wilkinson is ...

Harmony minded
Communicator
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Based on our findings, Paul Wilkinson is ...

52% Left Brained
48% Right Brained

Paul Wilkinson's Estimated Salary Range

About Paul Wilkinson's Current Company

Legal & General Investment Management

Responsible for all Unit Trust Intermediary, Corporate and Institutional Client Servicing in UK together with Oversight of Transfer Agents in Luxembourg and Dublin for SICAV,OEIC & QIF products. End to end operational CASS risks, cash reconciliations and client money funding. All dividend processing, Box Management and Critical Supplier Relationship.

Frequently Asked Questions about Paul Wilkinson

What company does Paul Wilkinson work for?

Paul Wilkinson works for Legal & General Investment Management


What is Paul Wilkinson's role at Legal & General Investment Management?

Paul Wilkinson is Head of Client Services & TA Oversight


What is Paul Wilkinson's personal email address?

Paul Wilkinson's personal email address is pa****[email protected]


What is Paul Wilkinson's business email address?

Paul Wilkinson's business email address is p****[email protected]


What is Paul Wilkinson's Phone Number?

Paul Wilkinson's phone +44 ** **** *740


What industry does Paul Wilkinson work in?

Paul Wilkinson works in the Financial Services industry.


About Paul Wilkinson

đź“– Summary

I am an experienced Senior Operations Professional within Legal & General Investments with over 14 years in the Fund Adminisration industry in addition I have experience of change management including large system/client migrations. I am currently a member of the TA Forum, Non-Exec Director of TeX (TISA Exchange Ltd) and Non-Exec Board Director of the Wales and West Housing Association.Head of Client Services & TA Oversight @ Responsible for all Unit Trust Intermediary, Corporate and Institutional Client Servicing in UK together with Oversight of Transfer Agents in Luxembourg and Dublin for SICAV,OEIC & QIF products. End to end operational CASS risks, cash reconciliations and client money funding. All dividend processing, Box Management and Critical Supplier Relationship. From March 2014 to Present (1 year 10 months) Non Executive Director @ In addition to my current role with Legal & General Investments From June 2013 to Present (2 years 7 months) Board Member (Non-Exec) @ Duties carried out on a voluntary basis. From March 2013 to Present (2 years 10 months) Head of Investor Dealing, L&G Investments @ Responsible for all Intermediary, Corporate and Institutional client servicing together with dealing on a large retail customer book >700k retail customers. End to end operational CASS risks, cash reconciliations and client money funding. All dividend processing, Box Management and supplier relationship. From November 2007 to March 2014 (6 years 5 months) Head of Investor Dealing @ From 1999 to 2014 (15 years) Business Services Manager @ Responsiblities included management of the Fund Supermarket operations, Output management, Online dealing, retail dealing operation. From January 2003 to November 2007 (4 years 11 months) Senior Business Analayst @ change management, client statement production, project management, large system migrations, business transformation From February 1999 to January 2003 (4 years) Executive Officer @ Eductional material production and dissemmination to schools in Wales From July 1995 to February 1999 (3 years 8 months) Key Account Management - Best Practise @ Cranfield University - Cranfield School of Management From 2013 to 2013 Master of Business Administration (MBA), DBA @ Cardiff University / Prifysgol Caerdydd From 1996 to 1999 HND Business & Finance @ University of Wales, Cardiff From 1993 to 1995 Attlee high Paul Wilkinson is skilled in: Financial Services, Asset Management, Investments, Relationship Management, Key Account Management, Offshore due diligence, Business Analysis, Stakeholder Management, Fund Administration, Change Management, Back Office, Transfer Agency, Outsourcing, Business Transformation, Asset Managment


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In a nutshell

Paul Wilkinson's Personality Type

Extraversion (E), Sensing (S), Feeling (F), Judging (J)

Average Tenure

5 year(s), 1 month(s)

Paul Wilkinson's Willingness to Change Jobs

Unlikely

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