Lewis Orr

• Effectively managing a team of 8-10 Compensation Analysts, monitoring their workflows to ensure KPI's are consistently met
• Engaging in regular 1:1 discussions with each team member to discuss ongoing performance and any issues or concerns they have
• Chairing weekly team meetings to provide the team with both team specific and operational updates
• Responsible for the hiring and onboarding processes for new team members, hiring highly skilled individuals to build a team of top performers
• Providing concise and reliable reporting to senior management in order to make informed business decisions
• Effectively communicating with multiple stakeholders (both internal and external) to ensure correct outcomes are met in an efficient and effective manner
• Achieved an 'Exceptional' rating in 2022-23 Performance Review

• Responsible for the end-to-end advice remediation process, ensuring suitable remediation outcomes were reached for clients who had been negatively impacted by inappropriate financial advice provided by AMP-aligned advisers
• File complexity ranged from simple to bespoke with areas of advice including but not limited to, Superannuation, Insurance, Investment, Cash Flow Analysis, SMSF advice.
• Played an integral part in the coordination and execution of Project Bumblebee in mid-2021, delivering savings in excess of $1M to the business.

Seconded in the months of January and April 2022 as Team Leader of an Advice Remediation assessment team. Responsibilities included, but not limited to:

• Managing the workflows of 12 case assessors to ensure case output targets were met throughout the month
• Provided technical advice and support to the team to alleviate bottlenecks; managed discussions between assessors and other internal stakeholders (Legal, Policy, Quality Assurance teams) to ensure correct assessment outcomes were reached and delivered to clients
• Prepared a range of sampling, progress and closure reports for the Scoping Decision Panel (SDP) Committee.

The role involved similar responsibilities to previous employed, with the addition of:

• Responsible for constructing both Statements and Records of Advice for our client base, focusing on in-depth analysis of personal circumstances and recommending appropriate products and strategies in order to fulfil financial goals and objectives
• Assisted in maintaining an accurate database for FDS and Opt-In purposes
• Liaised with in-house accountants to assist in their requests to finalise mutual client's annual financial reports and tax returns
• Networked with local community and businesses to promote financial services in the area.

• Worked closely under three senior advisers in the business simultaneously, responsible for ensuring all aspects of the financial advice process were completed in a swift and compliant manner
• Prepared for and attended initial & advice presentation meetings with advisers and clients
• Developed key process documents and procedures to improve the daily operations of the business.