Pete Daly

Pete Daly is an experienced administrator currently serving as an ISA/GIA Cash Transfers Out Administrator at AJ Bell since February 2023. Prior to this role, Pete worked at Pension Works as Administrative Support, where responsibilities included liaising with pension providers and managing information requests. At The Claims Guys, Pete held multiple positions including Processing Training Officer, where training materials were updated, and FCA regulatory training sessions were delivered, and Processing Quality Assurance Officer, overseeing compliance and performance standards for agents. Pete's early career included roles in collections and customer service, showcasing a well-rounded background in administration and client support. Educational credentials include attendance at Staffordshire University, St. Anselm's College, and Wirral Met College.