Specialist Subjects: Training Delivery, Product Provider EDI Liaison, Query Handling
Tim has worked with Intelligent Office since its launch in 2004. He has headed up remuneration & new business teams within IFA practices since 2001, using this experience to help set up, and manage, the Circadian Remuneration Management outsourcing team since 2010. During this time Tim has also completed a management and customer service Diploma at Coventry University.
Outside of work, Tim is a devoted father of twins, a huge Everton fan, a keen runner and a successful amateur league football player-manager.
07834 732827 - 0845 475 0905
Specialist Subjects: Split Templates, Unallocated Reporting, Agency Management
David has worked in the Financial Services Industry since 1980, mostly within income remuneration departments, for both product providers, with a direct sales force, IFA firms and Independent networks. With experience of Intelligent Office since 2004, David was involved in the testing and launch of the bespoke commission and policy system that was the prequel.
Dave is a big Chelsea &, in general, football fan.
0845 475 0905
Specialist Subjects: Unallocated Reporting, Fee processing, DFM Fee Management
Matt has worked within accounts and finance teams since 2003, over half has been spent solely dealing with IFA Income Remuneration Management business. In this time Matt has acquired a CF1 (UK Financial Services) qualification and obtained a diploma merit from Coventry University for customer service excellence (level 4). In his spare time Matt is a keen musician and live performer.
0845 475 0905