Experience

Tenet Group

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Head of Standards & Controls

  • Sep 2022 - Present



Quilter Financial Planning

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Head of Adviser & Firm Supervision

  • Jan 2020 - Sep 2022

  Leading a team of compliance professionals to manage the 1st line supervision and oversight regime of the network. My team are responsible for conducting adviser competency assessments, AR inspection visits and management of data driven risk alerts.

• Head of Remote Supervision

  • Jan 2019 - Jan 2020



Intrinsic Financial Services

• Transformation & Business Readiness Manager -

  • Apr 2018 - Jan 2019

• Business Assurance Transition Manager

  • Sep 2017 - Apr 2018

  Responsible for managing a team of professional and qualified Business Quality Assessors, supporting and providing assurance to a large network of Financial Advisors to deliver good customer outcomes



The Co-operative Bank plc

• United Kingdom
• Financial Services
• 700 & Above Employee

• Business Readiness Manager

  • Jan 2015 - Sep 2017

  Responsible for leading a team of highly specialist Business Readiness Advisors to effectively deliver operational change. Ensuring that change lands smoothly with minimal impact on our customers and colleagues.

• Customer Service Manager

  • Jan 2013 - Jan 2015

  Responsible for leading, developing and motivating a group of Team Managers in the Personal Processing (Core Bank) Operation (circa 50FTE) to deliver excellence in customer service and fair customer outcomes.

• Colleague Development Coach

  • Oct 2010 - Jan 2013

  Provided coaching, support and challenge to Team Managers across a function (circa 500 FTE) to uplift their own and their team performance. Highlighting development needs and strengths by coaching and observations, utilising relevant coaching models and techniques. Encouraging focus and driving improvement to deliver greater colleague engagement and achieve TM excellence through an innovative and challenging management framework.



Britannia Building Society

• Financial Services
• 1 - 100 Employee

• Team Manager

  • Sep 2007 - Oct 2010

  Responsibilities include both the production and the performance management of a team of up to 14 Customer Service Advisors. Monitoring performance of individuals and coaching them where necessary with key result areas such as productivity and quality, enabling the team to continually improve in line with policies. Responsibilities include both the production and the performance management of a team of up to 14 Customer Service Advisors. Monitoring performance of individuals and coaching them where necessary with key result areas such as productivity and quality, enabling the team to continually improve in line with policies.