Branch Manager

• Mar 2022 - Present

Senior Consultant

• Apr 2021 - Apr 2022

Relationship Director

• Jun 2019 - Jun 2020

To recruit, develop, mentor and manage teams of successful holistic financial planners across various UK locations. To maintain strict risk control and regulatory compliance whilst utilising new technologies to efficiently interact with our clients and develop the 'Remote' provision of full financial advice. To promote an environment of high performance and personal development within the teams supporting colleagues to reach their full potential whilst creating and amending systems and process to support the smooth and timely provision of Advice. Show less

Relationship Director

• Aug 2015 - Jun 2019

To recruit, develop, mentor and manage teams of successful holistic financial planners across various UK locations. To maintain strict risk control and regulatory compliance whilst utilising new technologies to efficiently interact with our clients and develop the 'Remote' provision of full financial advice. To promote an environment of high performance and personal development within the teams supporting colleagues to reach their full potential whilst creating and amending systems and process to support the smooth and timely provision of Advice. Show less

Relationship Director

• Jul 2013 - Aug 2015

Managing a team of Relationship Managers within the Wealth and Mass Affluent sector to deepen existing client relationships and expand their portfolio to include new clients to the Wealth business. To adhere to strict risk and regulatory compliance and to promote the professional growth and expertise of the teams whilst creating a culture of business excellence.

Private Banking and Advice Manager

• Jan 2007 - Jul 2013

Private Banking Relationship Manager growing a portfolio of high net worth clients, supporting them in their financial journeys through growth, maintain and distribute phases of their financial lives. Ensuring that all advice and guidance was compliant with regulatory requirements. Developing relationships with key stakeholders across the business and wider industry to promote the service and nurture new relationships