1. Daniel Siggery
3 Samphire Close, Witham, Essex, CM8 2XP | 07896950140 | dansiggery@outlook.com
Summary
An experienced financial professional with excellent interpersonal, analytical and organizational skills.
With an ability to build relationships and liaise with others across all levels; an effective
manager/engager able to train and motivate staff; successful in fulfilling projects, working under pressure,
meeting deadlines and consistently hitting and exceeding targets.
Education
PROFESSIONAL QUALIFICATIONS | CHARTERED INSURANCE INSTITUTE | 2009- PRESENT
· Certificate in Financial Planning
· Certificate in Life & Pensions
· Units additional to those built into above: pensions & retirement planning, equity release, group risk
ASSOCIATION FOR PROJECT MANAGEMENT | 2013
· APM Introductory Certificate in Project Management
ACADEMIC QUALIFICATIONS
UNIVERSITY OF DERBY | 2004
· DEGREE: BA(Hons) English Literature & Film and Television Studies: Grade 2:1
SIXTH FORM CENTRE, SWAFFHAM | 1996-97
· A LEVELS: English Literature, Geography, Sociology and General Studies: Grades B-D
HAMONDS HIGH SCHOOL, SWAFFHAM | 1994
· GCSEs: English Literature, English Language, Maths, History, Geography, Science (double award),
C.D.T: Grades A-C. CITY & GUILDS DIPLOMA IN VOCATIONAL EDUCATION: Business Studies
Work Experience
ADJUDICATOR (EXPERT) | FINANCIAL OMBUDSMAN SERVICE | MARCH 2013 - PRESENT
· Assessing payment protection insurance (PPI), life and keyman (business) policy complaints in respect
of mis-sale and administration, recommending suitable redress where appropriate.
· Adapting to changing demand within an evolving project environment, including regulatory change.
· Meeting targets for productivity, quality, progression and service.
· Acting as an expert adjudicator to new teams, being a point of reference to provide guidance and ad hoc
training through their accreditation and beyond, alongside acting as deputy manager.
COMPLAINT HANDLER | LLOYDS BANK PLC | NOVEMBER 2011 - MARCH 2013
· Investigating PPI sales including contractual and policy documentation against consumer testimony.
· Highly target driven with focus on daily, weekly, individual, and team targets.
· Deputising for manager: meetings, monitoring team, gathering team statistics, allocating cases, etc.

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COMPLAINT HANDLER | CENTRAL TRUST | AUGUST - NOVEMBER 2011
· Handling PPI complaints and issuing decisions to consumers and their representatives.
· Assessing the sales documentation, policy documents, scripts and call recordings.
· With upheld cases, calculating amounts paid and interest due in order to redress the consumer.
PERSONAL BANKING MANAGER | LLOYDS BANK PLC | OCTOBER 2010 - AUGUST 2011
· Daily appointments with existing and new customers, advising on and selling a range of products.
· Working against compliance and sales targets, including motivating a team for lead generation.
· Handling complaints around customer accounts, loans, insurance, etc, composing responses, calculating
and issuing suitable redress where necessary.
CUSTOMER SALES ADVISER | AVIVA | MARCH - OCTOBER 2010
· Receiving inbound calls for life assurance sales and equity release information and appointments
· Working against compliance and sales targets
TECHNICAL CONSULTANT / TEAM LEADER | AVIVA | MARCH 2005 - MARCH 2010
· Operating as technical consultant for a team of six to ten, and supporting department wide, before
becoming a dual role with the team leader responsibilities.
· Checking the team’s work and providing feedback; monitoring, recording and supplying MI on
productivity, quality and compliance.
· Distributing workload and maintaining motivation, productivity and quality levels.
· Preparing training guides and delivering to new and existing staff members; leading huddles and team
meetings.
· Writing the trouble shooting, best practice guides and training material (including training staff).
· Involved in projects including process review and managing a project for a major systems release,
including management of a team of system testers, reporting findings, stating requirements and writing
the template letters for the medical teams’ ongoing work. Both resulted in improved productivity and
accuracy.
· Handling of complaints and complex cases.
Skills & Abilities
· Experience in producing reports, training / guidance material and cost benefit analysis
· Strong time management, adapting, organisational and problem solving skills.
· Competent in writing reports, best practice guides and training material, including their presentation.
· Experienced in effectively working with a wide range of people internally and externally, including
independent financial advisers, mortgage advisers, trustees, doctors, medical examiners, scheme
members, the general public, etc.
· Competence in using office staples including Microsoft Word, Excel, Power Point and Outlook, as well as
software tailor made for specific companies.
Leisure and interests
I enjoy a wide range of music and my degree also reflects my enjoyment for films and books.
References – available as required.