Independent Financial Advisor

• Mar 2023 - Present

Level 4 Diploma in Regulated Financial Planning qualified Financial Advisor offering advice and arrangement of investments, pensions, wealth management, estate planning, mortgages, protection and equity release.

Independent Mortgage & Protection Consultant

• Jul 2018 - Mar 2023

Working on a self employed basis with Broadland Consultants to offer fully independent, whole of market mortgage and protection advice.

Executive Mortgage & Protection Consultant

• Jan 2018 - Jul 2018

Senior Mortgage Consultant

• Jul 2016 - Jan 2018

Mortgage Consultant

• May 2014 - Jan 2018

Business Development Manager

• Jun 2012 - May 2014

- Responsible for an annual personal acquisition target of new customers to be delivered into the business via corporate partnerships within a set budget. - Develop and manage relationships with senior management and board level professionals at some of the UK’s largest brands. - Inclusion in directive meetings to discuss acquisition budget vs. forecast, best practice and marketing strategy. - Awareness and analysis of competitor activity to ensure Virgin stay one step ahead. - Oversee partnership marketing campaigns from concept to implementation to ensure the maximum possible promotion of the Virgin Wines brand to various new audiences. Utilised channels include inserts, online, email, group buying and daily deals. - Skills required for the role include self motivation, relationship building, field and office based sales/negotiation, presentation, organistation, brand/demographic assessment and imagination (in terms of how to engage senior professionals in prospective partner organisations and their customers). Show less

NEC Business Development Exectutive

• Mar 2011 - Jun 2012

- Audio Visual products make up over 50% of Midwich’s total turnover. With annual sales of approx £12m for 2011/2012, NEC is the largest AV manufacturer Midwich deals with. - Responsible for driving the sales of NEC products at Midwich using specialist knowledge of the full product range to facilitate run rate and develop new business. - Achieved betweenn 95% - 118% of monthly targets ranging from £95k - £125k gross profit (based on 15% year-on-year sales growth). - Managed the relationship between Midwich and NEC to sustain Midwich’s position as NEC’s largest UK Distributor. - Facilitate Midwich use of the NEC ‘project pricing’ support structure to ensure Midwich trading profit margins of 11%+. - Liase with NEC to discuss and implement internal/external Midwich marketing of new products/incentives. Show less

Travelling Sabbatical

• May 2010 - Mar 2011

Granted six month sabbatical from work in order to pursue life goal of travelling. During this time I coached football in California for 7 weeks, toured north and south New Zealand isles, East coast Australia and Fiji. Upon returning I took voluntary redundancy from the group in order to pursue opportunities elsewhere.

Business Development Manager

• Mar 2009 - May 2010

- Took over interim Business Development responsibilities in March 2009, managing the relationships and expectations of a ‘panel’ of over 300 mortgage brokers whilst working towards monthly application targets.- Improved the performance of my ‘panel’ by twelve BDM positions (of fifty) in the first month.- In May 2009 I was responsible for the largest applications target in the business, delivering 96% of target. - Took on interim responsibility for traditionally field managed accounts in October 2009, developing management skills in the challenging estate agent environment (accounts included Countrywide and Connells among others). Show less

Senior Business Partnership Representative

• Oct 2007 - Mar 2009

- Responsible for handling 50-60 inbound broker enquiries per day utilising knowledge of NatWest Intermediary Solutions lending policy to assess the prospects of potential mortgage applications.- Recognized with the ‘Outstanding Sales Support Contribution’ award in January 2009 at the annual Intermediary Mortgages conference, ahead of 50 of my peers.