Speaker: Jessica Patterson
Please state your name and job title.
Jessica Patterson: Hi, most of you may know me by now, but my name is Jess. I just returned from maternity leave and my job title is AST Servicing Team Leader.
How long have you been working at FLM?
Jessica Patterson: I joined FLM in January 2014, which means I've been here 10 years this month.
What are you specifically responsible for within the remit of your role?
Jessica Patterson: I work alongside Lyli, Sadie and Sangi and I perform quality checks on completed submissions. I provide support with team development and training, managing the outsourcing for DB schemes as well as monitor and manage adviser catch ups and IOU for any high value cases which is anything solely or collectively over a value of 400,000. I also manage this for private clients regardless of the transfer amount. I'll also be dealing with adviser complaints, quarterly adviser survey results, team recruitment OA queries and management as well as any ad hoc team projects.
