Erika Anderson Dip Pfs, Cert Cii (Smp)
About Erika Anderson Dip Pfs, Cert Cii (Smp)
Erika Anderson is a Quality Assurance Manager at HSBC with extensive experience in financial services, including roles at Legal & General and RBS. She specializes in mortgage auditing and regulatory compliance, holding multiple qualifications from the Chartered Insurance Institute.
Current Role at HSBC
Erika Anderson serves as a Quality Assurance Manager at HSBC, a position she has held since 2014. Based in Bristol, England, she has accumulated a decade of experience in this role. Her responsibilities include conducting internal audits and ensuring compliance with Financial Conduct Authority requirements. She focuses on maintaining competence through a training and competence scheme, which is essential for upholding industry standards.
Previous Experience in Financial Services
Prior to her current role, Erika Anderson worked in various capacities within the financial services sector. She was a Sales Quality Consultant at Legal & General from 2013 to 2014. Her tenure at RBS spanned several roles, including Customer Advisor, Relationship Manager, Financial Planning Manager, and Mortgage Advisor from 2003 to 2010. This diverse experience has equipped her with a comprehensive understanding of customer service, financial planning, and mortgage advice.
Educational Background
Erika Anderson completed her secondary education at St Joseph's High School, where she achieved 3 A-Levels and 9 GCSEs. She furthered her education at The University of Sheffield, earning a degree in Economics and Business Studies. Additionally, she holds a Diploma in Regulated Financial Planning and a Certificate in Advanced Mortgage Advice from the Chartered Insurance Institute, enhancing her qualifications in the financial sector.
Professional Memberships and Certifications
Erika Anderson is a member of the Chartered Insurance Institute, which reflects her commitment to professional development in the financial services industry. She has also been awarded the Award in Long Term Care Insurance, showcasing her expertise in this area. Her certifications and memberships underscore her dedication to maintaining high standards in financial planning and compliance.
Skills and Specializations
Erika Anderson specializes in mortgage auditing and regulated product reviews. She is experienced in conducting internal and external audits with a focus on complex advice checking and risk-based decision-making. Known for her methodical and detail-oriented approach, she ensures fairness and accuracy in her recommendations. Erika is also recognized for her ability to communicate complex data clearly, facilitating insightful analysis and reports.