1. Keith Hinkley
41 Blenheim Avenue, Chatham, Kent. ME4 6UX
Tel – 01634 846645 (home), 07564279942 (Mobile)
E-mail – keithhinkley@googlemail.com
An experienced and professional Team Manager with a proven track record of
exceeding targets through staff, now seeking a senior position in a general
managerial role. Strong coaching and development skills that create a
professional high performing team. High degree of organisational awareness
and adaptability. Ability to work under pressure in fast changing environments.
Excellent motivational skills with an ability to get the very best out of staff.
CAREER HISTORY
Pension Transfers (Integral Financial Advice) January 2010 – Present
Pension Consultant
Job description –
To assist the Director in the obtainment of clients who wish to emigrate to New Zealand or
Australia and provide regulated advice on the possibility of transferring their pensions
overseas. Attending Seminars/Expos and giving presentations to prospective clients on the
pros and cons of transferring their pensions.
Remaining in contact with the clients prior to their prospective departure date by e-mail, letter
and face to face meetings in the office, to ensure we have the best chance to convert the
advice into a sale.
Dealing with pension providers to obtain information of clients’ pensions and then obtaining
and completing all necessary paperwork to facilitate the transfer. Liaising with our Financial
Advisers in New Zealand and Australia.
Building relationships with other migration service companies.
Barclays Financial Planning, June 2007 – February 2009
Operations Helpdesk Manager
Job description –
A senior member of the BFP Operations management team providing support and expertise
to Subject Matter Experts driving excellence either through change initiatives, re-engineering
existing processes and/or procedures or “business as usual” activity against operational
SLA’s.
Managing the Operations Helpdesk function, ensuring that the integrity of the standing data is
maintained at all times. Providing a quality call-centre type function and ultimately the
resolution of BFP related queries received via a variety of communication channels.
Act as the SMART process owner for related Sarbannes Oxley access controls ensuring full
compliance at all times.
Working as a business partner with the front/middle office functions to help the business
achieve its sales targets.
Claim2Gain, August 2004 – February 2007
Team Manager
Responsibilities included –
• Managing a team of 7 endowment claims handlers
• Deputising for General Manager in absence overseeing staff of 20
• Conducting appraisals and job interviews
• Compiling and preparing statistics for company directors
• Ensuring customer service levels are met

2. • Fee negotiation with clients
Direct Pensions (App Rep of Whiting Group) October 2002- August 2004
Pensions Technician
Responsibilities included –
• Writing and production of technical financial reports advising clients of the pros and cons
of ‘unlocking’ pension benefits early
• The checking of transfer values provided by schemes using the TVAS system
• Dealing with client queries
• Dealing with commission payments and queries
Winterthur Life (form. Colonial), Chatham Maritime, Kent. 1997-2002
Senior Pension Review Administrator
Responsibilities included –
• The calculation and checking of prospective losses caused by the mis-selling of personal
pensions using the CTC Past Business Review System.
• The manual calculation of loss caused by charges on money purchase arrangements.
• Dealing with enquiries from investors, Financial Advisers and Pension Schemes.
• The input and analysis of final salary scheme details.
• Daily statistical analysis and reporting of department progress to management.
Colonial Mutual. 1995-1997
Customer Relations Auditor
Responsibilities included –
• Investigating and resolving complaints of significance as defined by the PIA
• Liaising with the Ombudsman
• Dealing with customer complaints on a ‘one stop’ basis.
Group Pension Scheme Administrator 1992-1995
Norwich Union. 1990-1992
New Business Assistant
QUALIFICATIONS & TRAINING
Financial Planning Certificate 1 & 2
BTEC Diploma in Business & Finance
7 GCSE’s
Training has included the following –
External advanced courses in Excel & Access and other Microsoft applications
Pension & Life products. Customer Service. Team management skills. Disciplinary
and Grievance.
PERSONAL DETAILS
Date of birth – 27/10/71 Married with two children. Full driving licence
Interests include film and music, most sports, and taking part in and organising quiz
nights.