Experience

Money Advice Trust

• United Kingdom
• Non-profit Organizations
• 100 - 200 Employee

• Business debt advisor

  • Jan 2023 - Present



Peter Alan Ltd

• United Kingdom
• Real Estate
• 100 - 200 Employee

• Mortgage and Protection Advisor

  • Jul 2021 - Nov 2022



Svensoni Paraplanning Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage Services Manager

  • Jan 2016 - Jul 2021

  Currently we are rolling out the new Mortgage Market Research service to ANY IFA's currently working Mortgage cases. Why spend the time working the admin yourself when somebody can do this for you allowing you more time in the field with new or existing clients? Quality scores are important following the recent FCA Mortgage review, let us work it for you. Currently we are rolling out the new Mortgage Market Research service to ANY IFA's currently working Mortgage cases. Why spend the time working the admin yourself when somebody can do this for you allowing you more time in the field with new or existing clients? Quality scores are important following the recent FCA Mortgage review, let us work it for you.



SBM Financial Solutions

• Financial Services
• 1 - 100 Employee

• Administrative Manager

  • Aug 2010 - Jan 2016

  Whilst at SBM Financial Solutions, I was responsible progressing cases from initial appointment to transfer of policy, by securing all relevant product information and liaising with 3rd parties to ensure the clients transfer was completed with little inconvenience. Whilst at SBM Financial Solutions, I was responsible progressing cases from initial appointment to transfer of policy, by securing all relevant product information and liaising with 3rd parties to ensure the clients transfer was completed with little inconvenience.



Welcome Financial Services Ltd

• Financial Services
• 1 - 100 Employee

• Senior Account Manager

  • Nov 2004 - May 2010

  Senior Customer Account Manager. Sourcing, investigating and approving Personal and Secured Loans. Managing delinquent accounts to ensure KPI targets were met for my area and branch. Cover Branch Manager during absence. Report figures to Area Manager/Regional Manager. During this time, I was responsible for a large percentage of the Secured Lending Targets for the Branch. Ensuring quality scores were maintained whilst still achieving the targeted volumes were written. Senior Customer Account Manager. Sourcing, investigating and approving Personal and Secured Loans. Managing delinquent accounts to ensure KPI targets were met for my area and branch. Cover Branch Manager during absence. Report figures to Area Manager/Regional Manager. During this time, I was responsible for a large percentage of the Secured Lending Targets for the Branch. Ensuring quality scores were maintained whilst still achieving the targeted volumes were written.