Experience

Bower Retirement

• United Kingdom
• Financial Services

• Equity Release Specialist

  • May 2017 - Present

  Working from Home I provide face to face advice on all aspects of Equity Release from the whole of Market, offering the appropriate advice and help to ensure that clients have a full understanding of the implications and benefits equity release can provide. I use my background relationship management to give my clients an excellent customer service, relating their needs and objectives to their current and future circumstances.

• Equity release Specialiat (In House)

  • Jul 2016 - May 2017

  Ongar Essex Provide advice and support to existing Bower Retirement clients wanting to taking additional borrowing from existing equity release plans or if desired obtain a lower interest rate by looking at alternative plans that deliver savings to Bower clients I ensure at all times that the clients receive the appropriate advice from the whole of market to achieve their individual objectives.

• Customer Experience Manager

  • Jun 2015 - Jun 2016

  Ongar, Essex Customer Services Manager

• Senior Customer Advisor

  • Apr 2014 - Mar 2015

  Ongar



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Premier Manager Commercial

  • Oct 2010 - Sep 2013

  Oxford Circus/Baker Street Commercial Centre Act a Personal Relationship Manager for 400 HNW clients whom are Owners, Directors, Partners and Shareholders of commercial entities with a turnover between £2,000,000 and £30,000,000, my role is to generate oppurtunities to grow existing banking relationships and attract new ones

• Senior Premier Manager

  • Sep 2007 - Oct 2010

  Westminster I successfully managed a portfolio of HNW clients. During my time there I was required to meet with Politicians, Senior Government Officials and Senior Civil Servants who have significant influence on public opinion. I was able to ensure that my clients maintained a positive experience with HSBC even when delivering unwelcome responses or when unable to fully meet their requests.

• Premier Relationship Manager

  • May 2004 - Sep 2007

  Pall Mall Central London My role involved managing a portfolio of Premier Clients and promoting the Premier service to new and existing clients. I was the named point of contact to the client for the Premier service.