Financial Advisor
Barclays Bank Plc.
Total years of experience :12 years, 3 Months
Deliver effective, efficient and compliant customer sales and servicing, working collaboratively with Branch
team colleagues, in order to maximise customer satisfaction and overall Branch performance.
Receiving & processing all incoming payments: Wire transfers, cheques (including foreign currency), and
Banker's draft. Also handling all Cashier related enquiries from clients either in person, by phone, email or written correspondence.
Duties: • Selling a range of products to customers, in accordance with set procedures and sales standards in line with FCA & PRA regulation, to meet individual customer needs and achieve allocated goals.
• Addressing customer product and transactional processing requirements, in accordance with set
procedures, to ensure that customers receive an exceptional service.
• Building relationships with existing customers in order to proactively anticipate and address future
customer needs and identify sales opportunities.
• Identifying specialist opportunities and referring them to the most appropriate Specialist colleague to ensure the Branch achieves its overall goals.
• Working with Network and Specialist colleagues to enable the delivery of consistently high standards of 'seamless' customer service across all Branch and Specialist propositions.
• Completing follow-up paperwork and undertaking administration activities to ensure effective,
efficient and compliant operation of the Branch.
• Supporting the Branch Manager in undertaking community engagement activities to build Barclays'
business profile of Barclays in the local market.
• Managing, and where appropriate escalating, customer queries, complaints and feedback effectively, to achieve the best possible outcome for the customer in line with Regulation, Barclays' policy and best
practice.
Work as part of a team within a fast-paced environment in the financial services industry dealing with clients, analysts and schedules and Responsible for developing financial forecasts and generating internal management reports.
Duties:
• Researching and analysing financial information relating to specific companies.
• Writing reports with regards to clients and their service history.
• Coordinating and consolidating of annual business plans.
• Coordinating meetings between Analysts and clients.
• Providing phone coverage by screening calls, responding to enquiries.
• Providing analytical perspectives to important strategic decisions.
• Conducting financial reviews of business issues like deal analysis etc.
• Creating reports to help business teams across the region manage their spend.
• Making presentations and recommendations as to which funds should be included in portfolios.
Assist Audit Managers in the performance of complex audit assignments and investigations, often undertaking specific elements of the assignment with minimal supervision.
Establish an effective and independent internal audit service for the management support of Three Corners. Managing a sound Internal Control System within Three Corners and planning, supervising and reporting the results of all internal audits and related assignments with recommendations wherever applicable.
Completing allocated work within required time and budgets and to required quality standard.
Duties:
• Evaluates and provides reasonable assurance that risk management, control, and governance systems are functioning as intended and will enable the organisation's objectives and goals to be met.
• Reports risk management issues and internal controls deficiencies identified directly to the audit committee and provide recommendations for improving the organisation's operations, in terms of both efficient and effective performance.
• Evaluates information security and associated risk exposures.
• Evaluates regulatory compliance program with consultation from legal counsel.
• Evaluates the organisation's readiness in case of business interruption.
• Maintains open communication with management and the audit committee
• Teams with other internal and external resources as appropriate
• Engages in continuous education and staff development
• Provides support to the company's anti-fraud programs.
• Planning and conducting professional management system audits.
• Performing audit assignments in compliance with the Government Internal Audit Standards
• Maintain a current understanding of generally accepted accounting principles, systems controls and basic SEC and IRS guidelines. Additionally, remain current on Sarbanes-Oxley requirements.
Responsible for developing weekly and monthly financial reports showing analysis of the financial accounts.
Identifying and recommending modifications to existing procedures or the production of new systems to improve efficiency.
Supporting the business by assisting to produce accurate financial and management accounting information on which financial decisions are based and also involved in compiling financial reports and analyses, whilst
working to strict deadlines.
Duties:
• Instrumental in developing business plans to client satisfaction within standard services.
• Computerized the accounting system that replaced the manual ledgers.
• Wrote quality procedures and maintained internal management systems to ISO standards.
• Delivered management accounts, shareholder consolidation and investment reports, tax, regulatory and accounting returns within strict deadlines.
• Up-to-date on solvency requirements, general compliance issues, accounting for protected cell
companies and money laundering issues, and corporate accounting codes.
• Credit Control: Reconciled large accounts built relationships with customers and reinstated the account
receivables and proven success in being able to resolve accounting discrepancies.
• Maintaining accounting records and preparing accounts and management information.
• Preparing financial statements, including monthly & annual accounts and statutory accounts.
• Offering expert advice in relation to tax issues and Assisting in the filing of Tax returns & VAT.
• Preparing profit and loss statements and monthly closing and cost accounting reports.
• Managing ad-hoc administrative functions and analysis of costs and revenue generation figures.
• Establishing, maintaining, and coordinating the implementation of accounting and accounting control
procedures.
• Preparing and reviewing budgets, revenue, expenses, payroll entries, invoices, and other accounting
documents.
• Knowledge of financial applications and accounting applications, such as Sage
• Ability to analyse financial data and prepare financial reports, statements and projections.
Responsible for effectively balancing the businesses needs with its IT capability; constantly reviewing processes and identifying way to improve efficiency & service, and proactively managing all areas of Technology within the company, Producing documentation and reports to a high standard.
Duties:
• Effectively planning and executing all IT related projects.
• Ensuring all IT systems, infrastructures, server, networks & securities are running to an efficient level.
• Recommending and implementing technological improvements and efficiencies.
• Installing and configuring computer hardware systems and IT software.
• Undertaking analysis, diagnosis, resolution of client problems via phone, e-mail & face to face contact.
• Continuously reviewing performance against Service Level Agreements.
• Analysing call logs to spot trends and underlying issues & Testing and evaluating new technology.
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