Clare McFarlane

Director Of Operations at Platinum Financial Planning Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Belfast Metropolitan Area, UK
Skills

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Bio

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Credentials

  • PRINCE2® Foundation Certification Training
    AXELOS Global Best Practice
    Feb, 2020
    - Oct, 2024

Experience

  • Platinum Financial Planning Ltd.
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Director Of Operations
      • Jul 2020 - Present
  • Danske Bank
    • Denmark
    • Financial Services
    • 700 & Above Employee
    • Area Manager
      • Jun 2019 - Feb 2020
  • Cornmarket Insurance Services
    • United Kingdom
    • Insurance
    • 1 - 100 Employee
    • Head Of Sales
      • Jan 2019 - May 2019
  • Santander UK
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Senior Operations Manager
      • Jun 2015 - Dec 2018

      Business Manager in UK High Net Worth business operation. Strong record of delivery across a range of disciplines from leadership development, business acumen, commercial, strategic and operational planning, training design & delivery, relationship management, risk governance & regulatory compliance,

    • Mortgage Manager
      • Aug 2013 - Jun 2015

    • Protection and General Insurance Manager
      • Jul 2011 - Aug 2013

    • Business Banking Relationship Manager
      • Sep 2005 - Jul 2011

      Developed highly successful B2B network in the local business community centered around understanding customer needs, open communication and nurturing mutually beneficial, commercially viable relationships.

    • Branch Manager
      • Mar 2004 - Sep 2005

    • Sales Team Manager
      • Mar 2000 - Mar 2004

    • Financial Advisor
      • Feb 1998 - Feb 2000

    • Customer Service Assistant
      • Oct 1996 - Feb 1998

Education

  • Robert Gordon University
    Post Graduate Diploma in Business Administration, Business Administration and Management, General
    2013 - 2015
  • Robert Gordon University
    Postgraduate Certificate in Management Studies, Business Administration and Management, General
    2013 - 2014
  • Ulster University
    Bachelor’s Degree, English & History
    1991 - 1994
  • The London Institute of Banking & Finance
    Certificate of Mortgage Advice & Practice 1,2&3, Certificate of Mortgage Advice & Practice 1,2&3
  • ifs University College
    Certificate of Financial Advisors 1,2&3, CeFA 1,2&3

Community

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