Experience

Citizens Advice Sheffield (Sheffield Citizens Advice and Law Centre)

• United Kingdom
• Non-profit Organizations
• 1 - 100 Employee

• Pension Wise Guider

  • Mar 2022 - Present



Scottish Widows

• United Kingdom
• Financial Services
• 700 & Above Employee

• Business Development Manager

  • Jan 2019 - Oct 2021

  Working with Independent Financial Advisers to develop pension and investment solutions for their clients, build FUM and widen their proposition usage with SW to consider Annuities, Protection and Workplace opportunities Working with Independent Financial Advisers to develop pension and investment solutions for their clients, build FUM and widen their proposition usage with SW to consider Annuities, Protection and Workplace opportunities



Novia Financial Plc

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Regional Sales Manager

  • Sep 2017 - Sep 2018

  Dealing with existing intermediary relationships for both Novia and Copia, whilst looking to develop new opportunities, helping advisers meet their own goals and business objectives, in the North. Dealing with existing intermediary relationships for both Novia and Copia, whilst looking to develop new opportunities, helping advisers meet their own goals and business objectives, in the North.



Elevate - Part of Standard Life

• Home worker - North West based

• Regional Sales Manager

  • Nov 2016 - Sep 2017

  * Meet and exceed sales targets * Play a leading role in developing platform, product and investment business with designated accounts in the region * Participate in developing national strategy for Elevate development in the U.K. * Lead, coach and manage a sales team, using coaching and initiative to build then maintain collaborative business relationships in the region * Identify new opportunities for mutual business development with designated accounts * Establish and maintain monitoring / reporting methods so that the information gained is used to develop business plans in conjunction with accounts * Take personal responsibility for own skills and knowledge development, in addition to the sales team



AXA Wealth

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Regional Director - Partnerships

  • Feb 2005 - Nov 2016

  The key responsibilities of the role are as follows ;- • Meet and exceed sales targets • Play a leading role in the development of National Distribution strategy and operating plan and communicate effectively to the national sales team • Lead, coach and manage the sales team, establishing a culture of achievement, using initiative and coaching, gaining buy in and commitment • Develop positive business relationships with key agreed IFA’s ensuring continuity and positive business outcomes • Manage own skills and knowledge development in conjunction with the National Sales Director • Establish monitoring and reporting methods so that Management Information is analysed and turned into business plans • Plan and implement regional recruitment strategy Financial Planning Certificate CF2 PMI Trustee Certificate Chartered Management Institute Management Certificate - Level 3 NVQ Chartered Management Institute Advanced Management Certificate – Level 4 NVQ Huthwaite Approved Sale ILM Business Coach



Prudential UK Intermediaries

• Regional Manager

  • Feb 1999 - Feb 2005

  The key responsibilities of the role are as follows ;- • Meet and exceed sales targets • Play a leading role in the development of National Distribution strategy and operating plan and communicate effectively to the national sales team • Lead, coach and manage the sales team, establishing a culture of achievement, using initiative and coaching, gaining buy in and commitment • Develop positive business relationships with key agreed IFA’s ensuring continuity and positive business outcomes • Manage own skills and knowledge development in conjunction with the National Sales Director • Establish monitoring and reporting methods so that Management Information is analysed and turned into business plans • Plan and implement regional recruitment strategy



Legal & General Investment Management (LGIM)

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investment Consultant

  • Oct 1996 - Feb 1999

  Investment Sales Manager – Unit Trusts / Onshore Investments Investment Sales Manager – Unit Trusts / Onshore Investments



Prudential Corporate Pensions

• Homeworker

• Pension Development Manager

  • Jul 1990 - Jul 1996

  I joined Prudential Corporate Pensions in July 1990 to develop new DB, DC and Segregated business with EBCs and Consulting Actuaries in the North West of England. This involved relaying the proposition which Prudential could make available to large pension schemes (circa 100+ members) typically via initial proposal submission and then beauty parade. Upon appointment the requirement would be to work with both adviser and client to plan implementation, member communication and ongoing contact strategy. During this time I was also responsible for the B2B relationship with HSBC Actuarial Consultants (formerly Antony Gibbs) and Bacon & Woodrow.