Jamie P.

Jamie P. has extensive experience in financial services, currently serving as Operation Technical Support at Transact since January 2016. Responsibilities include overseeing pension drawdowns, approving high-value payments, and providing regulatory support. Jamie has also held the role of Client Services Manager, where key duties involved processing client instructions, managing adviser relationships, and ensuring adherence to compliance regulations. Prior experience includes a position as a Grade 2 Adjudicator at The Financial Ombudsman, investigating financial disputes, and as a Customer Service Officer at The Royal Bank of Scotland, focusing on customer service and payment administration. Jamie holds an International Certificate in Wealth & Investment Management from The Chartered Institute for Securities & Investment and a 2.1 degree in Journalism from the University of East London.