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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Retired
      • 2022 - Present

    • Director Talent Acquisition
      • Jan 2014 - Oct 2022

  • PFP IFA Ltd/PFPtime Ltd
    • UK & Northern Ireland
    • Recruitment Director
      • Mar 2011 - Jan 2014
      • UK & Northern Ireland

      Responsible for recruiting and training new Advisers to the firm. Involved in reshaping the business to get it ready for RDR. The business was acquired by St James's Place plc in January 2014 and I transferred to our new firm PFP Wealth Limited which is a Partner Practice of SJP plc.

  • The PFS
    • Northern Ireland
    • Chairman
      • 2006 - 2012
      • Northern Ireland

    • Sales & Recruitment Manager
      • Sep 2008 - Mar 2011

      Recruit, train and develop IFA's. Established AR firms. Business coaching and mentoring. Sales development and business forecasting. L&D projects.

    • Regional Recruitment Manager
      • Sep 2004 - Feb 2008

      Identify and recruit financial advisers

    • Financial Consultant
      • 1997 - 2002

Education

  • 1998 - 2004
    University of Ulster
    PGCFHE, Further & Higher Education Teaching
  • 1998 - 2000
    University of Ulster
    BA (Hons) Business Studies, Business/Managerial Economics
  • 1994 - 1996
    Chartered Insurance Institute
    Dip PFS, Regulated Financial Services
  • St Michael's College. Enniskillen

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Industry Focus. “Financial Services”

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