James Richardson
Head of Client Proposition at Skerritt Consultants Ltd- Claim this Profile
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French Elementary proficiency
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Latin Elementary proficiency
Topline Score
Bio
Adrian Sinclair
Having worked with James for 3 years, his tenacious spirit drove our team. He is an ambitious and confident leader, who allows you the opportunity to grow. He is challenging and supportive along with being firm, focused and fair.
David Glenham DipFA AwPETR
James is an asset to any Wealth Management firm. He is a gifted financial adviser with a wealth of knowledge. He has a very personable style and a good moral compass that allows him to provide accurate and well informed advice for his clients.
Adrian Sinclair
Having worked with James for 3 years, his tenacious spirit drove our team. He is an ambitious and confident leader, who allows you the opportunity to grow. He is challenging and supportive along with being firm, focused and fair.
David Glenham DipFA AwPETR
James is an asset to any Wealth Management firm. He is a gifted financial adviser with a wealth of knowledge. He has a very personable style and a good moral compass that allows him to provide accurate and well informed advice for his clients.
Adrian Sinclair
Having worked with James for 3 years, his tenacious spirit drove our team. He is an ambitious and confident leader, who allows you the opportunity to grow. He is challenging and supportive along with being firm, focused and fair.
David Glenham DipFA AwPETR
James is an asset to any Wealth Management firm. He is a gifted financial adviser with a wealth of knowledge. He has a very personable style and a good moral compass that allows him to provide accurate and well informed advice for his clients.
Adrian Sinclair
Having worked with James for 3 years, his tenacious spirit drove our team. He is an ambitious and confident leader, who allows you the opportunity to grow. He is challenging and supportive along with being firm, focused and fair.
David Glenham DipFA AwPETR
James is an asset to any Wealth Management firm. He is a gifted financial adviser with a wealth of knowledge. He has a very personable style and a good moral compass that allows him to provide accurate and well informed advice for his clients.
Credentials
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Certificate in Equity Release
Chartered Insurance InstituteJan, 2018- Nov, 2024 -
Certificate in Investment Operations
Chartered Insurance InstituteJan, 2018- Nov, 2024 -
Advanced Diploma in Financial Planning
The Personal Finance SocietyDec, 2017- Nov, 2024 -
Certificate in Mortgage Advice
The Personal Finance SocietyNov, 2017- Nov, 2024 -
Certificate in Securities & Advice Dealing
Chartered Insurance InstituteDec, 2016- Nov, 2024 -
Securities & Advice Dealing
Chartered Insurance InstituteDec, 2016- Nov, 2024 -
Level 4 - Award in Pension Update
Chartered Insurance InstituteAug, 2016- Nov, 2024 -
Award in Long Term Care
Chartered Insurance InstituteJul, 2016- Nov, 2024 -
Certificate in Life & Pensions
Chartered Insurance InstituteJul, 2016- Nov, 2024 -
Certificate in Business Accounting
CIMANov, 2015- Nov, 2024 -
Certificate in Discretionary Investment Management
Chartered Insurance InstituteNov, 2015- Nov, 2024 -
Diploma in Regulated Financial Planning
Chartered Insurance InstituteNov, 2015- Nov, 2024 -
CMI Level 5 Diploma in Management and Leadership (QCF)
CMIJun, 2015- Nov, 2024 -
Level 2 Gym Instructor
Fitness Industry Education LimitedMay, 2014- Nov, 2024 -
FA Safeguarding Children
The FAApr, 2012- Nov, 2024 -
Paediatric First Aid
St John AmbulanceMar, 2012- Nov, 2024
Experience
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Skerritts
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United Kingdom
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Financial Services
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1 - 100 Employee
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Head of Client Proposition
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Aug 2021 - Present
My role at Skerritts is to analyse, develop, grow and implement the services we offer to clients. This will enable us to help our clients and offer a range of services to suit their needs, helping more people at a competitive price point. I am designing & implementing new technology, processes and infrastructure to scale the business through organic and non-organic growth. My role at Skerritts is to analyse, develop, grow and implement the services we offer to clients. This will enable us to help our clients and offer a range of services to suit their needs, helping more people at a competitive price point. I am designing & implementing new technology, processes and infrastructure to scale the business through organic and non-organic growth.
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RBC Brewin Dolphin
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United Kingdom
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Financial Services
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700 & Above Employee
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Assistant Director – WealthPilot Manager
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Feb 2020 - Jul 2021
At Brewin, I created the basis for the future of financial planning through the WealthPilot service. This service grew by over 1000% within 3 years and now has the processes and software to scale.The aim was to deliver an efficient and holistic service to clients who would have previously been left without much support, mainly with less than £250,000 to invest. The team were based across 6 locations who help clients achieve their goals and look to build lasting relationships.We seamlessly managed to continue our growth despite the COVID-19 related issues that meant all staff working from home for 18 months. Show less
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Manager - WealthPilot
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May 2018 - Feb 2020
At Brewin, I created the basis for the future of financial planning through the WealthPilot service. This service grew by over 1000% within 3 years and now has the processes and software to scale.The aim was to deliver an efficient and holistic service to clients who would have previously been left without much support, mainly with less than £250,000 to invest. The team were based across 6 locations who help clients achieve their goals and look to build lasting relationships.We seamlessly managed to continue our growth despite the COVID-19 related issues that meant all staff working from home for 18 months. Show less
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Tilney Group
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United Kingdom
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Financial Services
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100 - 200 Employee
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Financial Adviser
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Jun 2015 - May 2018
At Tilney I helped to build the fastest growing area of the business. Moving from 200 clients to 5000 and going from 3 to 18 advisers in 3 years. I helped my clients to achieve their goals while building strong relationships over the longer term. We grew the team into new offices and worked with internal stakeholders to grow our client bank. We worked closely with our marketing department to help with client and prospect queries over the phone. Supporting BestInvest clients who wanted access to financial advice. Show less
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Towry
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United Kingdom
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Financial Services
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100 - 200 Employee
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Associate Marketing
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Jul 2013 - Sep 2014
My role at Towry was manage campaigns for client acquisition in the core business. I am very proud of the projects & campaigns managed and delivered. I am proud to have: -Designed and implemented a new internal process on how to deal with incoming leads -Helped advisers use LinkedIn to speak to clients -Designed and project managed new company brochures for client meetings -Presented monthly MI results to management to show the success of our campaigns -Sourced, selected and delivered promotional products for events -Provided management with a detailed contact sheet for professionals in the city My role entailed: -Utilising the power of LinkedIn to create relationships on a B2B & B2C basis -Understanding how to communicate with prospective clients -Helping wealth advisers with central support in their prospecting -Delivering focused materials to gain criteria leads -Championing the use of LinkedIn for our advisers -Helping to create a complete marketing plan incorporating social media -Working with SCPs (senior client partners) to network and have validated leads -Deal with incoming leads and allocate to the relevant adviser/office Show less
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voxclever a PCCW Global Company
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United Kingdom
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IT Services and IT Consulting
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1 - 100 Employee
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Customer Service Representative
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Apr 2010 - Jun 2013
At Voxclever I was a inbound call centre operative. In essence my role was to be part of a team that was a virtual reception to thousands of companies. This was a part time role in my summer holidays from University. I learnt many vital skills from this role. From good phone etiquette to professionalism. At Voxclever I was a inbound call centre operative. In essence my role was to be part of a team that was a virtual reception to thousands of companies. This was a part time role in my summer holidays from University. I learnt many vital skills from this role. From good phone etiquette to professionalism.
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Towry
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Bracknell
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Marketing Associate
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Aug 2012 - Sep 2012
I came back to Towry for a further 2 months in 2012 in between my first and second year at university. This time instead of having a more work experience role, I was a fixed term employee who: -Cleansed the prospect data and adding filters so it could be easier to access (Excel) -Put all promotional materials through the compliance sign off process -Followed up any sponsorship queries from other companies I came back to Towry for a further 2 months in 2012 in between my first and second year at university. This time instead of having a more work experience role, I was a fixed term employee who: -Cleansed the prospect data and adding filters so it could be easier to access (Excel) -Put all promotional materials through the compliance sign off process -Followed up any sponsorship queries from other companies
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Pizza Hut
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United States
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Restaurants
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700 & Above Employee
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Waiter
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Mar 2009 - Sep 2011
My time at Pizza Hut was very important to me. It was my first real job where i was trying to make my own money and support my mum. I was at 6th form but worked at weekends and evenings waiting tables. It was hard work and the shifts were long and busy but it definitely helped me to gain the necessary experience to work under pressure and be efficient. Even if we had a full restaurant i wanted the service to be the same for every customer and for there to be no delay in any aspect of the service. Show less
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Towry
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United Kingdom
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Financial Services
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100 - 200 Employee
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Assistant
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Mar 2010 - Dec 2010
I worked at Towry for 2, month-long stints. I was at 6th form and wanted to experience the financial services sector in a forward thinking company. In each of my temporary roles i was given the responsibility of: -Being a point of call for any queries regarding the web service and troubleshooting any queries. -Helping with merging accounts after a major acquisition -General data work (cleansing the prospect data) -Inputting factfind data onto the AO system I worked at Towry for 2, month-long stints. I was at 6th form and wanted to experience the financial services sector in a forward thinking company. In each of my temporary roles i was given the responsibility of: -Being a point of call for any queries regarding the web service and troubleshooting any queries. -Helping with merging accounts after a major acquisition -General data work (cleansing the prospect data) -Inputting factfind data onto the AO system
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Education
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2021 - 2023
ThePowerMBA
MBA, Business Strategy, Entrepreneurship, Marketing, Innovation & Digital Transformation, PowerMBA -
2011 - 2015
University of Brighton
Bachelor of Arts (BA), Business management with finance -
2006 - 2011
Licensed Victuallers School Ascot
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1997 - 2006
Lambrook Haileybury
Community
