Experience

Future Asset

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Programme Coordinator

  • May 2019 - Present

  Future Asset aims to educate girls in Scottish schools, their teachers, and advisers about career opportunities in Investment. We want to inspire girls to see this can be a personally rewarding industry to explore and increase diversity in the industry. Please connect with me and Future Asset if you would like to find out more. Future Asset aims to educate girls in Scottish schools, their teachers, and advisers about career opportunities in Investment. We want to inspire girls to see this can be a personally rewarding industry to explore and increase diversity in the industry. Please connect with me and Future Asset if you would like to find out more.



Self-Employed

• Real Estate
• 1 - 100 Employee

• Homemaker & self employed contractor

  • Apr 2010 - May 2019

  As a former senior marketing manager, I had a successful Marketing career in various roles in Financial Services before taking a career break to raise my family of 3 children. Whilst on my career break I was involved with various local initiatives and did some part-time contract work. As a former senior marketing manager, I had a successful Marketing career in various roles in Financial Services before taking a career break to raise my family of 3 children. Whilst on my career break I was involved with various local initiatives and did some part-time contract work.



Sainsbury's Bank

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Campaign Manager

  • Jan 2007 - Apr 2010

  • Responsible for leading the development of campaign strategies to drive sales to achieve the bank’s business objectives. • Worked closely with the Brand & Media team to drive the look and feel of the communications programme. • Brought together Customer and Competitor insight to understand the external marketplace. • Did a review of the Sainsbury’s Bank website to make sure online presence tied in with the ATL and instore activities. • Responsible for leading the development of campaign strategies to drive sales to achieve the bank’s business objectives. • Worked closely with the Brand & Media team to drive the look and feel of the communications programme. • Brought together Customer and Competitor insight to understand the external marketplace. • Did a review of the Sainsbury’s Bank website to make sure online presence tied in with the ATL and instore activities.



Bank of Scotland Corporate

• Associate Director

  • Jun 2006 - Jan 2007

  Secondment Role • Responsible for the production of the Product Info Magazine, which is distributed to all staff within Corporate. • Project manager for customer and prospect research. • Responsible for proactively promoting Product Advocacy internally across the Corporate Division. • Line management responsibilities and coached and supported team members. • Built and maintained relationships with project stakeholders. Secondment Role • Responsible for the production of the Product Info Magazine, which is distributed to all staff within Corporate. • Project manager for customer and prospect research. • Responsible for proactively promoting Product Advocacy internally across the Corporate Division. • Line management responsibilities and coached and supported team members. • Built and maintained relationships with project stakeholders.

• Campaign Manager

  • May 2004 - Jun 2006

  • Managed and delivered successful marketing campaigns across all media channels including in-store, press, direct marketing and e-commerce, to deliver business objectives. • Developed inspired customer focused communication propositions by producing comprehensive marketing briefs and liaising with a roster of agencies to develop excellent creative work. • Carried out post campaign analysis and ensured that key learnings are applied to enhance sales. • Successfully managed the relationships with marketing agencies and external suppliers to ensure cost effective delivery of work reflecting legislative, quality, tone and brand style requirements. Show less



Intelligent Finance

• Australia
• Financial Services
• 1 - 100 Employee

• Partnerships Manager

  • Feb 2003 - May 2004

  • Undertook a complete review of the processes and activity surrounding the affiliate programme within IF highlighting and implementing improvements. • Provided marketing assistance to Professional Advisers on their web sites and implemented a strategy to promote hyperlinks within the IF website. • Worked with internal parties to resolve outstanding issues with affiliate partners. • Prepared business plans for third party proposals and IF’s ‘Web in a box’ product. • Undertook a complete review of the processes and activity surrounding the affiliate programme within IF highlighting and implementing improvements. • Provided marketing assistance to Professional Advisers on their web sites and implemented a strategy to promote hyperlinks within the IF website. • Worked with internal parties to resolve outstanding issues with affiliate partners. • Prepared business plans for third party proposals and IF’s ‘Web in a box’ product.



Aegon

• Financial Services
• 700 & Above Employee

• Key Account Manager

  • Jan 2001 - Feb 2003

  • Conceived, developed and implemented Individual Pensions’ marketing strategy for key accounts. • Responsible for co-ordinating financial and work reports for Individual Pensions Communications team.• Researched and managed the development of new Individual Stakeholder Direct Offer packs, including creation of a more client friendly application form.• Successfully kept Key Account budget within agreed costs.• Negotiated with external companies, successfully securing third party selling of Individual Pension products.• Project manager of e-commerce development within Individual Pensions. Show less

• Marketing Development Manager

  • Jul 1999 - Jan 2001

  • Developed and co-ordinated marketing communications strategy for launch of IFA telesales centre.• Increased awareness of product range by monthly direct mail campaigns to IFA’s, resulting in increased sales activity of telesales unit.• Developed and improved relations with internal sales managers and key external customers.• Recruited and managed staff, assisted with their on-going career development.



Scottish Widows

• United Kingdom
• Financial Services
• 700 & Above Employee

• Account Manager

  • May 1998 - Jun 1999

  • Surpassed sales targets by developing business relations and maintaining regular contact with IFA customers. • Given responsibility for a key national account and was involved in joint end of year PEP campaign with them that resulted in record levels of PEP sales. • Passed Financial Planning Certificate exams 2 and 3 at first sitting and numerous internal examinations on products and compliance procedures. • Surpassed sales targets by developing business relations and maintaining regular contact with IFA customers. • Given responsibility for a key national account and was involved in joint end of year PEP campaign with them that resulted in record levels of PEP sales. • Passed Financial Planning Certificate exams 2 and 3 at first sitting and numerous internal examinations on products and compliance procedures.



Friends Provident

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Financial Advisor

  • Sep 1997 - Jan 1998

  • Provided financial advise to clients, achieved sales targets and appointment levels. • Developed new contacts and generated business leads from existing orphan customer base. • Passed Financial Planning Certificate exam 1 at first sitting and became well versed in the processes and procedures for providing advice allowed within FPC 1 authorisation limits. • Provided financial advise to clients, achieved sales targets and appointment levels. • Developed new contacts and generated business leads from existing orphan customer base. • Passed Financial Planning Certificate exam 1 at first sitting and became well versed in the processes and procedures for providing advice allowed within FPC 1 authorisation limits.