Experience

One Financial Solutions
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Mortgage and Protection Adviser

  • Feb 2019 - Present


Best Choice Mortgages

• United States
• Individual and Family Services

• Mortgage Broker and Financial Adviser

  • Jan 2001 - Jan 2018

  • Providing mortgage and financial advice to personal client base. • Providing associated life insurance and investment products. • Ensuring customers receive a high quality of advice relating to their individual needs / preferences and circumstances. • Providing customers with an excellent standard of service resulting in referred business and increased customer base. • Providing mortgage and financial advice to personal client base. • Providing associated life insurance and investment products. • Ensuring customers receive a high quality of advice relating to their individual needs / preferences and circumstances. • Providing customers with an excellent standard of service resulting in referred business and increased customer base.



Royal Bank of Scotland Business

• United Kingdom
• Banking
• 700 & Above Employee

• • Jan 1998 - Jan 2001

  • Managing a portfolio of around 500 business customers.• Offering business lending and financial advice, general insurance and business related financial products.• Controlling daily running of client business accounts.• Uplift of baseline profitability in line with set targets.

• • Jan 1994 - Jan 1998

  • Providing tied mortgage advice / sales to branch personal customers.• Cross selling appropriate Bank financial products., especially mortgages• Providing high quality customer service.with emphasis on repeat business• Co-ordinating branch staff in lead generation towards achieving set branch targets.• Creating and delivering branch targets /performance to staff and motivating / guiding staff towards achieving, and indeed, exceeding these targets.• Providing leads for investment related products to investment arm of the Bank. Show less

• • Jan 1990 - Jan 1994

  • Responsible for the full running of the branch.• In charge of 9 staff involved with general administration, customer service and sale of Royal Bank products.• Responsible for security, service delivery, training and meeting branch sales targets.• Control of all branch lending and customer accounts.• Developing the core baseline profitability on both personal and business customers.