Neha Mohan
Investment Administrator @FNZ
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WORK HISTORY
Investment Administrator @FNZ
Managed client relationships and SIPP transfers, ensuring FCA compliance, strict adherence to internal policies and service level agreements.• Undertook AML and KYC checks in line with the company’s policy and legal requirements.• Developed strong relationships with clients, IFAs and Investment Managers, through prompt updates andpersonalised support, enhancing satisfaction and long-term engagement.• Provided accurate and up to date client records, supporting efficient operations and informed decision making.• Handled incoming enquiries regarding client transfers via email, secure messaging, telephone and letters.• Logged new applications and updated internal systems with fund movements.• Produced, quality checked and sent investment documentation.• Prepared and processed payments in line with internal controls.• Liaised with internal teams and third-party providers to ensure timely account reconciliation and a seamlessclient journey.• Updated and maintained the internal CRM systems.
EDUCATION
University of East Anglia
Bachelor of Science - BSc, Economics
Kesgrave Sixth Form
Economics, Mathematics & Politics
ABOUT NEHA MOHAN
Investment Administrator | First Class BSc Honours Economics Graduate | Former KPMG Brand Ambassador
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