1. Jon Pollard
Flat 1 Pumula Court
66 Hunt Road
Glenwood
4001
074 3166632
Career History
Quattro FundManagers (PTY) Ltd Feb14 to date
Employee BenefitsConsultant
***Increasing new businessby50% and AssetsunderManagement by 152% withinmy
first year at Quattro***
 ImplementingGroupProvidentandPensionFunds.
 AttendingtoAnnual ReviewsonexistingFundstoensure the Investment elementis
performingandcommunicatinganyadvice givenfrom the InvestmentDirector.
 Analysingexistingfundstoensure thatthe structure iscorrect andin line with
legislationwhilstensuringthatanyassociatedemployee riskbenefitsbestservethe
companiesdemographicprofile.
 Meetingwithclientstoadvise aboutlegislativechanges pertainingtothe Pension
Reformandwhat theiroptionsare forthe company.
 Due Diligence carriedouttoensure the bestadvice isgiventothe client
 Ensuringthat the clientisfullyinformedandunderstandsthe advice/information
furnished.
 Dealingwithtechnical queriesrelatingtopensionfunds/investments/tax
implications
 AttendingSalesmeetings/forums/Seminarstokeepupto date withproductchanges
and legislativechanges - communicatingsuchchangestoall existingandnew clients.
 Promotingbusinessbyarrangingbreakfastmeetingsandclienteventstogainthe
maximumexposure.
 PresentingonGroupPensionfundsandassociatedRiskBenefitstoDirectorsandall
levelsof staff.
 Ensuringthat at all timesthe FAISFitand properrulesandregulationsare adhered
to.
 WorkingtowardsCFPqualifications
 Ensuringthat neitherthe company'sorthe client’sintegrityiscompromisedatany
stage.
 ***I have successfullypassedthe level 1RegulatoryExaminationfor
Representatives***

2. SAV SystemsLtd May 11 to Jul 13
CHP Technical Support/HIU MeteringSupport
 Workingas a mobile CHPtechnical engineerservicingandmaintaining
Over70 combinedheatandpowerunitsacrossthe UK.
 Attendingsite meetingswiththe buildingcontractorsanddesignconsultantsto
ensure thatthe integrationof the CHPmeetswithdesignspecstogainthe optimum
runningpotential of the CHPandto ensure the maximumsavingsonenergyare
experiencedbythe enduser.
 Remote monitoringof CHPunitstoproactivelyreduce runningissues.
 HIU maintenance andtrouble shooting andcustomersupport/repairs.
 Setup and commissioningof the energymeteringsystemutilisingMBUS
communication.
 Site trainingonenergymetersystems.
 Workingon Natural Gas and LPG – understandingthe regulationsanddangersof
workingonthese gases.
 Workingon andunderstandingthe regulationsanddangersof 3 phase electricity
supplies.
 Workingon andunderstandingall mannerof pipework,pumpsandwaterrates.
T-Mobile (EverythingEverywhere) July 10 to May 2011
Credit Referral Analyst (Contractingthrough CMC Consulting)
UnderwritingforConsumer/Corporate Channels
 Workingas part of the creditriskreferralsteam atheadoffice assessingall new and
existingbusinessforthe T-mobilebrandof EverythingEverywhere.
 Workingina verybusyand stressful environmentwiththe addedpressure of the
structural changesintroducedwiththe re brandingof T-Mobile andOrange Plc– still
maintainingSLA turnaroundtargetsand assistingnew membersof the team.
 EnsuringCIFASrulesandregulationsadheredtomaximisecleanbusinessand
mitigate fraudulentactivity.
 Assessingfinancial statements/forecastsanddirectorsearchesonadailybasis.
 Underwritingconsumerandcorporate channelsapprovingmultiple linesdaily.
Kamber Ltd March 08 to July2010
Assistant Electrician
 Buildingandsecuringof electrical containment tohouse wiring
 Secondfixing
 Pullinginandterminatingof radial andringcircuitsincludingradial lightingcircuits
 Assistingwithimplementingof mainsbusbar
 Updatingsite managementonprogressof the project – attendingsite meetings

3. Manor Concepts
Warehouse Operative
 Buildingfridge panelsforone of the Uk’slargestsupermarketstores
 Injectingchemical foamintothe panel s
GMACRFC Ltd 2003 - 2008
Remote LendingConsultant
Underwritingandauthorisingnew/existingbusinessup£300K
 Sole responsibilityformaintainingsupportandliaisonwithseveral separate partners
and affiliatedsatellite partnerships,including(butnotlimitedto) identifyingtraining
needsandopportunitiestostreamline processes,promotingproducts.
 Launchingremote-basedsatellite partners,providingtrainingoncompanysystems,
proceduresandlendingcriteria.
 Riskassessmentondealsoutsidestandardcriteriatoensure company’sintegrityis
not compromised.
 AnalysingAppealsReportstoidentifytrendsandensure prudentlendingatall times.
 Developingandimplementingservice improvementconceptstoimprove company’s
abilitytomeetexpectationsof bothinternal andexternal clients
 Maintainingexcellentworkingrelationshipswithbrokers.
 Maintainingawarenessof debtmanagementrequirementsandarrearscase trends,
as well asunderstandinglatestrequirementsof fraudprevention,moneylaundering
and data protectionregulationsandlegislation.
 Workinginthe role of BDM forthe last18 monthsof mycareer at GMAC. Attending
salesmeetings/conferences,promotingproducts –meetingnew andexistingclients
to bringinbusinesstothe company.
First National 2001 - 2003
Mortgage Underwriter
Underwritingnewandexistingbusinesstothe value of £125K
 Buildingandmaintainingexcellentworkingrelationshipswithbrokersandpackagers
 Workingcasesfrom initial underwrite throughtooffer.
 Assistingcompletionswithanyqueries.
Central Trust 1999 - 2001
SecuredLoan Underwriter
 Workingfrominitial enquiryandapplicationprocessandproceedingeachcase
throughto payoutstage
 Initial underwritingtoensure applicationmetstandardcriteria
 Processingcase documentation,lenders’referencesandpropertysurveys

4.  Crossreferencingall informationtoensure accuracyof informationandenableswift
completionandpay-out
 Call centre Support
Wagon Motor Finance 1995 - 1999
UnderwritingAssistant
 Workedalongside the underwriterasa trainee
 Assistedwithvariousunderwritingadministrationinvolvingverifyinginformation
provided
 ProvidedCustomerService forthe company
Further Education B-TechinInformationTechnology –1993-1994
Barnet College,London
Education
2 A’Levels -
 Maths – Jun 92
 EnglishLiterature –Jun 92
6 GCSE’s–
 English - Jun 91
 Maths - Jun 91
 Science – Jun 91
 Geography Jun 91
 History - Jun 91
 BusinessStudies –Jun 91