Experience

Mansfield Building Society

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage Underwriting support

  • Nov 2020 - Present

  mortgage underwriting support



Autochair Ltd

• United Kingdom
• Automotive
• 1 - 100 Employee

• Partner Team Leader

  • Nov 2018 - Oct 2020

  role redundant



Fiducia Comprehensive Financial Planning Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Protection Specialist

  • Feb 2018 - Nov 2018

• Senior Mortgage and Protection Paraplanner

  • Jan 2017 - Feb 2018



Price & Buckland

• United Kingdom
• Apparel & Fashion
• 1 - 100 Employee

• Account Manager

  • Mar 2015 - Dec 2016

  • Actively maintains and nurtures relationships of a portfolio of 325 clients to ensure retention and repeated sales through outstanding customer service to meet and exceed targets - upsells at every opportunity - identifies new clients to bring on board to grow portfolio.



Fiducia Comprehensive Financial Planning Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Mortgage and Protection Adviser

  • Jan 2007 - Oct 2014

  Provided Mortgage advice and arranged appropriate mortgages from a panel of lenders representative of the whole of the market• Identified protection needs and provided the relevant policy to the client• Packaging of applications to the lenders requirements within set timescales• Worked with commitment to ensure delivery of challenging targets• Followed up referrals by calling clients to book into diary to provide mortgage and protection products.• Upsold at every opportunity - referred into pension adviser at every opportunity . Line managed two admin support staff



Nat West Bank

• Premier Banking Manager

  • Jun 2001 - Jan 2007

  • Managed a portfolio of high net worth clients to provide holistic financial service• Proactively built and developed portfolio by conducting thorough reviews to identify new loans, mortgages, investment and protection opportunities. • Networked lead providers i.e. solicitors, accountants and commercial banking managers.• Maintained strong control to ensure that all Regulatory requirements were met. • Line managed support team of 3 personal assistants• Covered Area Manager role coaching and developing team of Premier Banking Managers ensuring sales targets delivered.

• Senior Customer Service Officer

  • Jun 1978 - Jun 2001