Experience

Pembroke Financial Services Ltd - IFA's in Brighton & Shoreham
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Principal Mortgage and Equity Release Advisor

  • Feb 2021 - Present

Compass Mortgages Ltd
• Mortgage Advisor

  • Jan 2018 - Feb 2021


Countrywide Plc

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage and Protection Consultant

  • Mar 2017 - Jan 2018

  Provided a full mortgage recommendation and advice service through a large panel of high street lenders, placing each client with the right lender based on their individual circumstances. I held the right conversions with each client to make them aware of the importance of a full range of protection products, ensuring the right level of cover was put in place to protect them. Proactive and self motivated in making telephone calls to book in “Self Generated” appointments by utilising the opportunities available from working in a Estate Agency Environment. Achieved sales targets set by Sales Manager, whilst remaining competent and compliant throughout the process. I Remained professional at all times, whilst providing a can do attitude to build the trust required to complete business for my clients. Show less



EDF Energy

• United Kingdom
• Utilities

• Sales Team Manager - Inbound Winback

  • Aug 2015 - Jan 2017

  Ran the entire Inbound Winback Channel in the residential sector. The team of up to 20 Sales Advisors looked to retain and win back customers to EDF Energy, through an Inbound telephony function. The team were classed as the flagship in the company, which meant meeting targets was a must. By conducting motivational, focused and clear performance discussions, I ensured that the requirements of the role were achieved. I helped build campaigns for the channel, developing them through the ever changing energy market. Show less

• Sales Team Manager - SME Business Sales

  • Jan 2014 - Jul 2015

  I was responsible for 15 Sales Executives to meet demanding targets in a highly competitive SME market. My teams duties were classed as a blended function as they completed inbound and outbound activity. These activities ranged from upgrading non contract customers to acquiring new business. I assisted with providing data to help save and retain customers towards the end of their renewal period. Compliance and quality was a core part of my role as I worked in a highly regulated industry. I produced detailed coaching and performance plans to ensure all elements of the role was achieved to a high standard. Show less

• Team Manager - SME Customer Services

  • Jan 2012 - Dec 2013

  Managed a team of around 15 customer services advisors to deliver account management services to B2B customers. Completed performance management to meet modern key performance metrics. Essentially ensured the compliance of regulatory requirements. Showed initiative and a “can do” attitude to resolve escalated customer complaints. Provided effective coaching and mentoring to assist with succession planning. I held a seat at the B2B people quarterly forum that included all members of the B2B leadership team. My role was to voice opinions and concerns of around 300 employees. Show less

• Team Manager - SME Registrations

  • Jun 2008 - Dec 2011

  Managed various teams of up to 30 customer service advisors to portfolio manage customer electricity contracts. Develop, adapt and improve departmental procedures. Due to a vast range of activities, time management and the prioritisation of work was key. Ensured quality standards were maintained at all times.

• Team Manager - Homemovers

  • Dec 2005 - May 2008

  Responsible for a team of 10-15 customer service advisors taking incoming customer telephone calls. A busy and vibrant call centre that heavily focused on providing sales through service meant that being adaptable, energetic and motivational was essential. Drove performance to meet tough key performance indicators. Played a key part in helping the department achieve the “Call Centre of the year 2007” award in the National Customer Service awards.

• Team Manager - Manual Registrations

  • Jan 2005 - Nov 2005

• Quality Assurance Co-ordinator

  • Sep 2003 - Dec 2004

• Customer Service Advisor

  • Oct 2000 - Sep 2003