Experience

Nucleus Financial

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Head of UK sales (Business development/Account management)

  • 2019 - Present

• Head of Business development & Account management (North Region)

  • 2015 - 2019

  Responsible for delivery of the business plan objectives for North West, North East, Scotland and NI and that of our key strategic accounts. This involved leading a team of regional business development directors (responsible for acquisition of new firms) and regional account managers (support of existing users). Worked alongside the late Mike Wallis (South region), a friend and colleague who will always be close to my heart.

• Head of account management team

  • Nov 2007 - 2015

  I took responsibility for leading a team of exceptional Head office account managers (all still with Nucleus in progressed roles). With an increased number of advisory firms joining, I subsequently introduced a UK regional team. I'm passionate on data to help and support the business and introduced and embedded Salesforce (CRM system). To help support our users in developing competency in using the platform, I introduced Ignite (Onboarding framework). During this time, I am proud to have set up Regional practice development groups, allowing our user firms the ability to share challenges/successes. I also worked closely with NIFAC (Nucleus IFA Company Ltd) and regular attendee at quarterly Advisory Board. Show less



MLP

• Germany
• Financial Services
• 700 & Above Employee

• Executive consultant (Branch manager)

  • 2004 - 2007

  Direct responsibility for a group of financial planners, paraplanners and and administrators that focused on providing financial planning to those typically in the veterinary, medical and legal sector. In addition, I spent circa 20% of my time providing financial planning to a small group of clients.Fortunate to have been mentored for the last few years by David Crozier and introduced to cashflow modelling, fee based financial planning using wrap technology.

• Training and competency supervisor

  • 2002 - 2004

  Responsible for the overall training framework for new entrants (graduates) to financial planning. This involved supporting and mentoring through the financial services qualifications with the objective of obtaining competency. In addition, I worked on effective sales training (relationship building, presentation skills, overcoming objections, questioning skills, time management)



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • 1998 - 2002

  Covering the Central belt of Scotland, I primarily took responsibility for providing financial advice to teachers and lecturers on their retirement planning.

• Financial Consultant

  • 1996 - 1998

  As a new entrant to Financial services, I initially had extensive sales and product training (that I still regard as exceptional) where I took on the role as a Financial consultant, advising clients. The role involved significant business development (acquiring new clients), while also reviewing existing clients. I was very fortunate to be mentored by Earl Glasgow and David Stewart. Two people I still hold in high regard.



Royal Navy

• United Kingdom
• Armed Forces
• 700 & Above Employee

• Leading Radio Operator

  • 1989 - 1996

  The current role of the Royal Navy (RN) is to protect British interests at home and abroad, executing the foreign and defence policies of Her Majesty's Government through the exercise of military effect, diplomatic activities and other activities in support of these objectives. Incredibly proud to have served with some amazing people and some of the brief highlights were: • HMS London (Operation Desert Storm) - Gulf conflict and HMS Invincible (Operation Grapple) UN peacekeeping in Bosnia • Specialist training and advancing to Leading radio operator while at HMS Mercury and subsequently leading on communications plans both at sea and land. • Supporting UK operations in Hong Kong (1993-1995) Show less