1. Jon Pollard
Flat 1 Pumula Court
66 Hunt Road
Glenwood
4001
074 3166632
Career History
Quattro Fund Managers (PTY) Ltd Feb 14 to date
Employee Benefits Consultant
***Increasing new business by 50% and Assets under Management by 152% within my
first year at Quattro***
• Implementing Group Provident and Pension Funds.
• Attending to Annual Reviews on existing Funds to ensure the Investment element is
performing and communicating any advice given from the Investment Director.
• Analysing existing funds to ensure that the structure is correct and in line with
legislation whilst ensuring that any associated employee risk benefits best serve the
companies demographic profile.
• Meeting with clients to advise about legislative changes pertaining to the Pension
Reform and what their options are for the company.
• Due Diligence carried out to ensure the best advice is given to the client
• Ensuring that the client is fully informed and understands the advice/information
furnished.
• Dealing with technical queries relating to pension funds/investments/tax
implications
• Attending Sales meetings/forums/Seminars to keep up to date with product changes
and legislative changes - communicating such changes to all existing and new clients.
• Promoting business by arranging breakfast meetings and client events to gain the
maximum exposure.
• Presenting on Group Pension funds and associated Risk Benefits to Directors and all
levels of staff.
• Ensuring that at all times the FAIS Fit and proper rules and regulations are adhered
to.
• Working towards CFP qualifications
• Ensuring that neither the company's or the client’s integrity is compromised at any
stage.
• ***I have successfully passed the level 1 Regulatory Examination for
Representatives***

2. SAV Systems Ltd May 11 to Jul 13
CHP Technical Support/HIU Metering Support
• Working as a mobile CHP technical engineer servicing and maintaining
Over 70 combined heat and power units across the UK.
• Attending site meetings with the building contractors and design consultants to
ensure that the integration of the CHP meets with design specs to gain the optimum
running potential of the CHP and to ensure the maximum savings on energy are
experienced by the end user.
• Remote monitoring of CHP units to proactively reduce running issues.
• HIU maintenance and trouble shooting and customer support/repairs.
• Set up and commissioning of the energy metering system utilising MBUS
communication.
• Site training on energy meter systems.
• Working on Natural Gas and LPG – understanding the regulations and dangers of
working on these gases.
• Working on and understanding the regulations and dangers of 3 phase electricity
supplies.
• Working on and understanding all manner of pipework, pumps and water rates.
T-Mobile (Everything Everywhere) July 10 to May 2011
Credit Referral Analyst (Contracting through CMC Consulting)
Underwriting for Consumer/Corporate Channels
• Working as part of the credit risk referrals team at head office assessing all new and
existing business for the T-mobile brand of Everything Everywhere.
• Working in a very busy and stressful environment with the added pressure of the
structural changes introduced with the re branding of T-Mobile and Orange Plc – still
maintaining SLA turn around targets and assisting new members of the team.
• Ensuring CIFAS rules and regulations adhered to maximise clean business and
mitigate fraudulent activity.
• Assessing financial statements/forecasts and director searches on a daily basis.
• Underwriting consumer and corporate channels approving multiple lines daily.
Kamber Ltd March 08 to July 2010
Assistant Electrician
• Building and securing of electrical containment to house wiring
• Second fixing
• Pulling in and terminating of radial and ring circuits including radial lighting circuits
• Assisting with implementing of mains busbar
• Updating site management on progress of the project – attending site meetings

3. Manor Concepts
Warehouse Operative
• Building fridge panels for one of the Uk’s largest supermarket stores
• Injecting chemical foam in to the panel s
GMAC RFC Ltd 2003 - 2008
Remote Lending Consultant
Underwriting and authorising new/existing business up £300K
• Sole responsibility for maintaining support and liaison with several separate partners
and affiliated satellite partnerships, including (but not limited to) identifying training
needs and opportunities to streamline processes, promoting products.
• Launching remote-based satellite partners, providing training on company systems,
procedures and lending criteria.
• Risk assessment on deals outside standard criteria to ensure company’s integrity is
not compromised.
• Analysing Appeals Reports to identify trends and ensure prudent lending at all times.
• Developing and implementing service improvement concepts to improve company’s
ability to meet expectations of both internal and external clients
• Maintaining excellent working relationships with brokers.
• Maintaining awareness of debt management requirements and arrears case trends,
as well as understanding latest requirements of fraud prevention, money laundering
and data protection regulations and legislation.
• Working in the role of BDM for the last 18 months of my career at GMAC. Attending
sales meetings/conferences, promoting products – meeting new and existing clients
to bring in business to the company.
First National 2001 - 2003
Mortgage Underwriter
Underwriting new and existing business to the value of £125K
• Building and maintaining excellent working relationships with brokers and packagers
• Working cases from initial underwrite through to offer.
• Assisting completions with any queries.
Central Trust 1999 - 2001
Secured Loan Underwriter
• Working from initial enquiry and application process and proceeding each case
through to payout stage
• Initial underwriting to ensure application met standard criteria
• Processing case documentation, lenders’ references and property surveys

4. • Cross referencing all information to ensure accuracy of information and enable swift
completion and pay-out
• Call centre Support
Wagon Motor Finance 1995 - 1999
Underwriting Assistant
• Worked alongside the underwriter as a trainee
• Assisted with various underwriting administration involving verifying information
provided
• Provided Customer Service for the company
Further Education B-Tech in Information Technology – 1993-1994
Barnet College, London
Education
2 A’ Levels -
• Maths – Jun 92
• English Literature – Jun 92
6 GCSE’s –
• English - Jun 91
• Maths - Jun 91
• Science – Jun 91
• Geography Jun 91
• History - Jun 91
• Business Studies – Jun 91