Experience

Profile Pensions

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Mar 2014 - Jul 2020

  Home Based



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Area Financial Planning Manager

  • 2007 - 2012

  Plymouth & Cornwall Area • Led and motivated diverse sales teams including Senior Financial Planning Managers, Trainee Financial Planning Managers and Mortgage Managers. Involved inspiring, motivating and leading Teams to exceed sales targets and as a result attained No1 Wealth Team 2012 in South West Region – 122% to Target • Effectively coached under performing Team members through 121’s coaching sessions, regular observations and providing feedback and role plays demonstrations using GROW and EDOF coaching… Show more • Led and motivated diverse sales teams including Senior Financial Planning Managers, Trainee Financial Planning Managers and Mortgage Managers. Involved inspiring, motivating and leading Teams to exceed sales targets and as a result attained No1 Wealth Team 2012 in South West Region – 122% to Target • Effectively coached under performing Team members through 121’s coaching sessions, regular observations and providing feedback and role plays demonstrations using GROW and EDOF coaching models. • A key member of Area Board providing strategic direction & leadership in relation to effective performance of the region and results across large geographical area • Building effective relationships with Key stakeholders in Premier, Business & Retail to ensure consistency of approach and quality customer service is always delivered • Delivered to sales force on a regular basis through face to face meetings or workshops including Performance Management Workshops, Selling Skills, Activity Management. Effective in Recruitment and conducting Interviews and assessments Show less



Bristol & West

• Financial Services
• 1 - 100 Employee

• Area Investment Sales Manager / Financial Planning Manager / Adviser

  • 1996 - 2005

  Devon / Cornwall / Somerset Top performing Adviser and Investment Sales Manager with 7 major convention awards. Recognised as a mentor and role model for aspiring Advisers and Managers with high training and competence audit scores Delivery of Wealth targets and increasing market share through planning and presenting Inheritance Tax seminars in South West Key role in ensuring a successful transition of the business from Bristol & West to Bank of Ireland