Experience

DL Mortgage Services Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage and Protection Advisor

  • Jun 2021 - Present

  Stirling, Scotland, United Kingdom Highly experienced Mortgage and Protection Adviser dedicated to helping clients secure and keep their dream homes. Specialist in financial protection.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Protection Specialist

  • Feb 2018 - Jun 2021

  Scotland, United Kingdom Regional Protection Specialist covering Scotland, Northern Ireland, Tyne Tees and Cumbria. Helping Financial Advisers and Mortgage and Protection Managers have great customer-centric protection conversations, assisting with technical queries, presentations, coaching, new procedural development, advice checking and generally helping advisers have the best possible protection conversation for our customers.

• Area Mortgage and Protection Manager

  • Apr 2016 - Feb 2018

  Scotland, Leeds Area Mortgage and Protection Manager, leading, coaching and inspiring a team of six MPMs in Scotland and latterly a team of three in Leeds. Ensuring the team meets and exceeds thier KPI's, keeping a check on quality and presentation of advice, HR, queries and keeping everyone motivated.

• Mortgage and Protection Manager

  • Aug 2012 - Apr 2016

  Canary Wharf, Edinburgh, Stirling, Glasgow, Falkirk. Delivering consistently excellent mortgage and protection advice to customers, dealing with complex cases, complaint resolution, ensuring great customer service and as an advocate for the brand.