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Mark Shelmerdine is a seasoned professional with extensive experience in the financial services industry. He has held various roles, including Colleague Insight Research Manager - People Analytics at Lloyds Banking Group, where he led the delivery of advanced people analytics and created meaningful people insights to inform decision-making. Mark's expertise spans multiple areas, including pensions, performance management, coaching, financial risk, protection, change management, savings, wealth management, retail banking, and financial services. He has also worked as a Financial Advisor and Banking Clerk at NatWest, where he represented the bank as a tied adviser and managed regulated investment portfolios. Mark holds a BSC (HONs) degree in Mathematics from The Open University and has completed various professional qualifications, including the Investment Operations Certificate, Advanced Financial Planning Certificate, and Banking Diploma. He is fluent in multiple languages and has a strong educational background in mathematics and economics.

Credentials

  • Managing Project Stakeholders
    LinkedIn
    Aug, 2021
    - Apr, 2026
  • Connecting with Peers in the Workplace (2014)
    LinkedIn
    Jan, 2021
    - Apr, 2026
  • Creating Great First Impressions
    LinkedIn
    Dec, 2019
    - Apr, 2026
  • Learning Personal Branding
    LinkedIn
    Dec, 2019
    - Apr, 2026
  • Project Management Foundations: Communication
    LinkedIn
    Dec, 2019
    - Apr, 2026

Experience

    • Global Analytics Partner
      • Mar 2023 - Present
      • United Kingdom

      I work closely with the Director of People Analytics on the delivery of People Analytics initiatives across Flutter. Building data literacy/product engagement through data led insights, utilising statistical analysis leading to impactful delivery of outputs that are highly engaging and memorable.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Colleague Insight Research Manager - People Analytics
      • Oct 2021 - Mar 2023

      Support and delivery of the listening strategy for the Group. Leading and driving the delivery of multiple people data analytics initiatives for senior colleagues. Specialising in undertaking deep dive analysis of people data, My key responsibilities include:- Undertaking detailed analysis of quantitative and qualitative people data from multiple sources.- Designing data led, visually stimulating, people analytics reports for the Executive Committees.- Training and supporting colleagues in the interpretation of people data and insights to maximise outcomes.- Bringing data and insights to life through the use of storytelling for all end-users.- Presenting accurate data led findings, insight and recommendations to colleagues in a meaningful way.- Hypotheses formation, testing and 'myth busting' with people data.- Identifying, applying and justification of the correct statistical analysis methodologies to test hypotheses. - Undertaking data led people analysis driving actionable insights for leaders, product owners, and directors.To achieve all this while strictly following data protections regulations and while ensuring we go above and beyond these by ensuring we 'do the right thing' for colleagues in line with the Group's Ethics Charter which I led, designed, developed and introduced in 2021.

    • Senior Analyst - People Analytics
      • Aug 2017 - Oct 2021

      Leading delivery of advanced people analytics, creating meaningful people insight informing decision making and driving actions aligned to strategic goals.Key capabilities:- Project management for multiple people analytics projects driving economic and cultural impact.- Development, testing and refining mathematical predictive models from first principles.- Leading on bespoke people analytics projects self initiated and for senior colleagues and teams. - Preparing, presenting meaningful key messages and actionable valuable insight to senior stakeholders.- Development and introduction of the Group People Ethics charter ensuring that not only do we follow the regulatory standards in data management, but that we also do the right thing for colleagues.

    • Learning Design Consultant and Project Manager
      • Sep 2005 - Aug 2017

      2007 - 2017 Learning design consultant & project managerLed the design and project management of many complex blended learning programmes, in particular specialising in leading the end to end delivery of “rapid” elearning solutions and virtual learning development. Utilised a full range of learning theories, products and channels to ensure the best possible learning experience and transfer of knowledge was achieved within required timescales and budget. Worked with key stakeholders up to board level (internally and externally) to contribute to the framing, scoping, design,delivery and impact assessment of new training requirements, using external research and best practice where appropriate. Consulted and provided advice and guidance service on maintenance and development of existing training solutions regarding the most appropriate and latest technology to enhance the ensure the learning was driving the best positive outcomes and was adapting to meet the changing needs of the business.Managed many internal and external project teams of up to 40 individuals for 8 years, including one year as a line manager for the Learning Design team based across 4 countries.2005/6 - Senior Review Manager investigating and resolving regulated customer complaints.

    • IFA - Financial Consultant
      • Feb 2003 - Aug 2005

      Fee based IFA working on a self employed basis contracted to AWD based in Leeds. Investment portfolio specialist. A large proportion of the marketing activities at AWD centred around professional introducers, in particular accountancy and legal firms. Designed and delivered seminars and spoke to numerous professional audiences on subjects such as IHT, Equity Release, State benefits, Pension Simplification, taxation of trusts and investment portfolio management.

    • IFA - Senior Financial Planning Manager
      • Apr 1997 - Dec 2002

      I worked for the small subsidiary of a local building society as an IFA. I managed regulated investment portfolios of c£30m for clients. Average total income was in the region of £50,000 p.a. During this period I designed and ran many successful client seminars on IHT, investments, long term care and pensions planning issues.

    • Financial Advisor/Banking Clerk roles
      • Jan 1986 - Mar 1997

      1986 to 1991 - Bank clerk, including spells as chief cashier, enquiries Clerk, treasury clerk. 1991 - Branch Sales Officer responsible for driving and delivering the sales and income for the Branch.1992 - Promoted to role of Financial Advisor (FA). Tied adviser representing NatWest Life.

Education

  • 2012 - 2019
    The Open University
    BSC (HONs), Mathematics
  • 1986 - 2012
    Professional Qualifications
  • 1983 - 1985
    A Levels
    Mirfield High School, A-B
  • 1980 - 1983
    O Levels
    Mirfield High School, A-C

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