Experience

Grosvenor Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial Advisor

  • Nov 2017 - Present

  Role is reviewing existing Clients of GWM. Fully Dip FA qualified and has experience in all aspects of Financial Planning from Investments, Pension, Protection and Mortgages. Specialises in building and maintaining long-term relationships and delivering first class professional service. Role is reviewing existing Clients of GWM. Fully Dip FA qualified and has experience in all aspects of Financial Planning from Investments, Pension, Protection and Mortgages. Specialises in building and maintaining long-term relationships and delivering first class professional service.



The Will Associates Limited

• United Kingdom
• Legal Services
• 1 - 100 Employee

• Field Sales Consultant

  • Apr 2017 - Nov 2017

  Self employed client facing role. Visit clients in their homes advising on range of products and services including Wills, Lasting Power of Attorney, Will Trusts and probate solutions. Build up business through network of contacts and referrals whilst supported by national advertising campaign. Participate in comprehensive ongoing training to keep knowledge up to date. Self employed client facing role. Visit clients in their homes advising on range of products and services including Wills, Lasting Power of Attorney, Will Trusts and probate solutions. Build up business through network of contacts and referrals whilst supported by national advertising campaign. Participate in comprehensive ongoing training to keep knowledge up to date.



Papa Johns UK

• United Kingdom
• Restaurants
• 200 - 300 Employee

• Proprieter/ Manager

  • Sep 2015 - Sep 2016

  Brought in to improve store sales, staff and customer retention and provide top level management. Recruited a team of Instore Staff and Delivery Drivers to meet the business needs. Ensured all staff have been trained to Papa John's high standards to ensure that excellent customer service is delivered from taking the order to the delivering the perfect meal. Created a great working enviroment to improve staff retention so that minimum disruption is caused to the business. Improved customer complaint handling to improve customer retention. It has been essential to order the correct stock by accomodating any upcoming events i.e. bank holidays, school holidays etc and to meet the growing demand. Waste / theft has been managed closely to maximise profits. Staff have been sheduled daily / weekly to meet the demands of the business. Weekly stock takes are carried out to ensure any issues are identified. All compliance paperwork and leaflets kept up-to-date. Leaflets have been distributed into allocated areas for continued growth and expansion of sales. Achievements: ● Drastically improved instore KPI’s (tracked through dashboards) ● Improved 30 minutes delivery time guarantee ● 10% growth in sales YoY



Newcastle Financial Services Ltd

• Newcastle upon Tyne, United Kingdom

• Financial Planning Manager

  • Sep 2013 - Jul 2015

  Provided professional holistic financial advice to retail clients in areas of Investment and Retirement Planning. Identified Mortgage, Protection, Will and Estate Planning, Home Insurance leads which were referred to the relevant departments to help the Branch to achieve targets in other areas of business. Worked closely with the Branch Manager to train members of the Branch Team to identify quality Investment and Pension prospects/ leads. Built strong relationships to drive performance and motivate the team to exceed targets. Participated in the daily meetings to communicate updates and provide insights. I ensured all appointments were fully prepared and all sales opportunities identified and maximised. Delivered on-going training to members of the Branch team to further develop their skills. Recognise and reward individual members of the team for their excelling performance. Achievements: ● 82% fee income ● 100% persistancy rate ● Ongoing service 97% take up rate ● Zero complaints ● Zero NTU



AXA Wealth

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Financial Planning Manager

  • Nov 2011 - May 2013

  Working in the Co-operative Bank providing professional holistic financial advice to retail clients in areas of Investment Planning, Retirement Planning and Protection Planning. Worked in partnership with the Branch Manager and as a member of the Branch Team to build strong relationships. Drive performance and motivate the team to exceed the business required activity (targets). Participated in the daily mornings meetings to ensure all appointments were fully prepared and all sales opportunities identified and maximised. Delivered on-going training to members of the Branch team to further develop their skills. Recognise and reward individual members of the team for their excelling performance. - Achieved 9th position out of 160 Financial Planning Managers in 2012 in levels of issued business (investments and Protection). - Exceeding % Threshold of 181.9% (YTD). - Issued business NBC £163,715 (YTD). - Maintaining 100% persistency rate. - Attended Bancassurance Recognition Event (Coombe Abbey).



The Co-operative Bank plc

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Adviser

  • Jul 2009 - Oct 2011

  Progressed into the Bancassurance Channel full-time as a Co-operative Bank Financial Adviser working for the Co-operative Bank Financial Services to provide holistic financial advice to retail clients in areas of Investment Planning, Retirement Planning, Protection Planning and Mortgage Advice. Developed a close working relationship with the Branch Manager and the Branch Team to drive the performance of the branch to successfully exceed its business targets. Reviewed performance/ activity on a weekly basis with the Branch manager. Attended meetings with Customer Relationship Advisers on a daily basis to ensure all appointments had been prepared and assisted in training to identifying and maximise opportunities across bank and financial products. Provided training to further develop individuals to improve their skills and reward individuals that excelled in their performance. Attained DipFA qualification. - Achieved a position in the top 10 out of 67 Bank Financial Advisers since 2009 in levels of issued business (Investments and Protection). - Exceeding % Threshold each year. - Issued business NBC exceeded (YTD) targets. - Maintaining 100% persistency rate. - Attended/ Qualified Recognition Event Carden Park, Bancassurance Top Performers Investment Seminar, The Gala Dinner Club (Blenheim Palace), The Gala Dinner Club (Royal Yatch Britannia). Co-operative Financial Advisers were TUPE over to AXA Wealth due to the merger of the Co-operative Banks and Britannia Building Society.



Co-operative Insurance Society

• Newcastle upon Tyne, United Kingdom

• Financial Adviser

  • Jun 2005 - Jul 2009

  Trained and qualified as a Field Based Financial Adviser with the Co-operative Insurance Society to provide holistic financial advice to existing CIS clients in areas of Investment Planning, Retirement Planning, Protection Planning and Mortgage Advice in the comfort of their own home. Attained professional qualifications CeFA and CeMap whilst working in the field. Self-generated appointments from an existing Client Base to build strong relationships. Client's situation was reviewed by completing a fact find, established needs and addressed by implementing solutions. Planning and organising sufficient activity was of great importance on a daily, weekly and monthly basis to ensure targets would be achieved/ exceeded. Working from home required disapline to plan sufficient time to study, time to complete administration and adequate time to travel to attend the booked appointments throughout the day. - Achieved 29th position out of 450 Financial Advisers nationally. - Exceeded BQI (Business Quality Indicators 70%), Mortgage (16 completed mortgages against a target of 10), Protection (3.447% against a target of 1.50%), Investment (commissions in excess of £29,230), General Insurance (3.05% against a target of 2.20%) and Bank referrals (0.421% against a target of 0.15%) over 2008. - Qualified for The Gala Dinner Club (Coombe Abbey) - Qualified for the Annual recognition event in Lake Como/ Italian Lakes.



Halifax Bank of Scotland

• Newcastle-Upon-Tyne

• Customer & Personal Banking Adviser

  • Jul 1999 - Oct 2005

  Career in Banking began as a part-time Cashier (second day time job in addition to out of hours Manager’s job). Responsibility primarily on delivering excellent customer service, responsible for handling cash and identify sales opportunities. Progressed into a new role (Banking Hall Adviser) after a year to support changes in Banking. Promoted other channels of banking that were being introduced and continued to identify sales opportunities to support other area's of the business (mortgages and Investments) from enquiries. Further progressed into Telephone Banking Adviser after a year undertaking a selling role of credit products for which I trained and acquired the relevant qualifications. Challenging role as it was business leads passed from cashiers throughout the day for out of hours contact (5 - 8pm) to meets needs of credit cards/ personal loans over the phone. Successfully self-generated business from a list of potential clients. Built rapport with clients using customer service to cross sell products to meet their needs. - Consistently exceeded target for identifying opportunities. - Qualified or an event (BMW convertible sports car for half day).



Tesco Plc

• Newcastle-Upon-Tyne

• Section Manager

  • Sep 1997 - May 2005

  Managed a team of 30 staff in an out of hours operation covering all departments (grocery, dairy, non-food, wines & spirits etc.) and was accountable for replenishing and presenting the store to very high standards for next day trading. Worked to targets within restricted timescales to achieve full replenishment throughout the store. Maintained adequate staffing and stock levels to support promotions. Adhered to health and safety requirements. Aware of the security issues within the store to minimise losses. Ensure all 1-1's were completed timely. Ensure that all staff were trained to the highest level. I left this role to further progress my career to train and qualify as a Financial Adviser for the Co-operative Insurance Society.



The Works

• Newcastle-Upon-Tyne

• Partner

  • Sep 1990 - Sep 1997

  Joint partner in the business self-employed. Organised and delegated responsibilities within a team of 7. Trained staff to deliver high standards of customer service. Responsible for the pay roll. Planned, organised and implemented the first delivery service in this business sector to increase sales. Progressed to a larger organisation to work on an employed basis for experience and further career development opportunities. Joint partner in the business self-employed. Organised and delegated responsibilities within a team of 7. Trained staff to deliver high standards of customer service. Responsible for the pay roll. Planned, organised and implemented the first delivery service in this business sector to increase sales. Progressed to a larger organisation to work on an employed basis for experience and further career development opportunities.



NISA Supermarket

• Birmingham & Newcastle-Upon-Tyne

• Partner

  • Jul 1983 - Sep 1990

  Joint partner in 2 Retail Supermarkets (self-employed). Trained to learn how to manage a small team, managed staffing levels, replenishment stock and presentation, daily delegating responsibilities, handling cash and manage payroll. Remained vigilant to security issues. Progressed to Fast Food Industry. Joint partner in 2 Retail Supermarkets (self-employed). Trained to learn how to manage a small team, managed staffing levels, replenishment stock and presentation, daily delegating responsibilities, handling cash and manage payroll. Remained vigilant to security issues. Progressed to Fast Food Industry.