Implementation Team

James has worked in Financial Services for over eighteen years across a number of roles with Lloyds TSB, James Hay and AXA. He joined Novia Financial at inception in 2008 running several teams including the Client Services Executives from launch, and also worked for Novia Investment Services on the third party administration for the AEGON propositions. James then created and launched the Implementation Team in late 2014 as ‘an essential part of the process for adviser firms to effectively use the Novia platform.’  

In his spare time, James actively follows West Ham United and the Chicago Bears, enjoys watching films (‘too many favourites to mention!’) and listens to an eclectic mix of music.

Kerri has worked in the Financial Services industry since 2001, predominantly within Adviser firms. She has been lucky enough to fit in a couple of trips travelling across South East Asia, which was a great experience.

As Kerri has used the Novia platform in previous roles, it is now interesting for her to work on the other side and further her knowledge.

In her spare time she enjoys cooking, socialising with friends, festivals and exploring new places when possible.

Mike has been with Novia since 2012 and has gained an excellent understanding of the proposition having spent time in a number of different areas within the business.

‘For me the Implementation Team was the crucial next step for Novia to continuing providing the best possible experience to our customers from day one. I take interest in what our customer wants and enjoy demonstrating how the Novia platform can best work for them. I believe Novia has an edge in the Platform market when it comes to service, thinking outside the box and front foot thinking, a combination of this and market leading technology enables us to offer an excellent proposition’ he says.

When not at work Mike can be found in the gym, festivals or dining out.

Dan has a broad range of experience in both provider and Adviser backgrounds, where he has worked in Sales support, Client Services and paraplanning. One of Dan’s biggest achievements was obtaining the CII level 4 Diploma in Financial Planning accreditation alongside working in these roles.

Before joining the Financial Services industry, Dan was an accredited training professional in the telecoms sector. As a result, the opportunity to join Novia and combine these skills and knowledge in a forward-thinking and dynamic company was an ideal career move for Dan.

In his spare time Dan enjoys spending time with his family, watching live sport and listening to live music.

Sarah has been working in the Financial Services Industry for over 18 years with Adviser Firms. Sarah’s career started with Barclays Financial Planning in a Customer Services role and progressed to a Paraplanner working for Brewin Dolphin and JLT Wealth Management.

Having used numerous platforms in her previous roles, Sarah is keen to learn more working for a platform and further her knowledge and experience in a client focused company to assist with the delivery of high levels of service.

Outside of work, Sarah enjoys spending time with her fiancé travelling to different places and watching Rugby. She also enjoys long walks with her energetic labrador and tries to keep her kitten under control. 

Hannah began her career in Recruitment, where she worked with companies such as Deutsche Bank and JP Morgan and enjoyed building relationships with clients. She believes that customer service can make a big difference to a company’s success. Hannah joined Novia to use the communication skills she has gained, whilst also taking the opportunity to learn and specialise within Financial Services.

Hannah has a real thirst for knowledge, and believes Novia has the perfect environment to nurture this, due to the experience and expertise of the team. She hopes to grow within this fast-moving company, and has benefitted from learning in such a friendly and supportive culture.

Outside of work, health and fitness plays a big role for Hannah and she particularly enjoys playing Netball. She also enjoys cooking and likes to try cuisines from around the world.

James graduated from the University of Gloucestershire in 2007 with a BA Degree with Honours in Business Management and Hospitality Management. Initially starting a career in hospitality, James has worked for the Marriott Hotels, USA and a number of UK firms. He moved into Financial Services in 2008 working for Capita SIPP services on the Zurich New business team.

In 2011 James joined Novia in the Client Services Administration team, being then appointed senior administrator in 2013. In 2015 James moved to the Client Services Executive team to gain further experience of the Novia platform and enhance his communication skills.

He has gained vast experience and knowledge of the Novia platform, the work Novia administers and is looking to utilise this when training and supporting adviser firms, as part of the Implementation Executive team. 

When not in the office, James enjoys cooking, spending time with friends, films, travelling, and SCUBA dives when the opportunity arises. James takes part in the Bath Half Marathon each year to raise money for charity.