Financial Planner

• Oct 2022 - Present

Regional Sales Manager

• Nov 2020 - Nov 2022

Supporting Independent Financial Advisers (IFAs) in the South West region with Liontrust products and services Developing / building new relationships with new IFAs Providing a range of Liontrust CPD events for IFAs in the South West region Supporting Independent Financial Advisers (IFAs) in the South West region with Liontrust products and services Developing / building new relationships with new IFAs Providing a range of Liontrust CPD events for IFAs in the South West region

Investment Development Manager

• Aug 2018 - Nov 2020

Supporting Independent Financial Advisers (IFAs) in the South West region with Architas products and servicesDeveloping / building new relationships with new IFAsProviding a range of Architas CPD events for IFAs in the South West region

Fund Relationship Manager

• Oct 2015 - Aug 2018

Manage asset manager relationships for Architas managed and advised portfolios in the UK and Europe. Negotiate terms and legal agreements with asset managers across Architas managed and advised portfolios in the UK and Europe. Work closely with asset managers to develop marketing and event activity for the Architas’ clients. Develop online and face to face training initiatives with asset managers for Architas’ clientsProduce fund related MI for key stakeholders Show less

Fund Relationship Manager

• Sep 2010 - Oct 2015

Manage the external fund group relationships across AXA WealthNegotiate legal agreements (fund link agreements & reinsurance agreements) with fund groups, ACD’s and life companiesNegotiate terms with the external fund groups across AXA WealthComplete due diligence / governance requirements on new fund links and existing fund links to ensure that the funds are linkable and that the business can continue to link to the fund links. This is completed in line with the FCA permitted links rulesCoordinate the launching of funds on the AXA Wealth life and pension platform Coordinate and drive forward the AXA Wealth fund closure program Produce fund related MI for internal stakeholdersCoordinate the completion of any activity driven from Corporate Actions received Input into the management of our Corporate Schemes via the AXA Wealth Corporate Trustee Investment Plan. Input into the Investment Proposition available via the AXA Wealth individual business, providing input and views to the AXA Wealth Proposition team and ArchitasA good level of experience gained during the Part VII transfer of the Winterthur Life UK Limited business to Friends Life Limited Show less

Investment Proposition Executive

• Mar 2005 - Sep 2010

Onshore and Offshore Bond product managerManager of AXA Wealth’s investment propositionResponsible for launching funds across AXA Wealth’s platformsManaging relationships with Discretionary Fund ManagersManaging relationships with internal fund groups, Architas and AXA Investment ManagersManaging and monitoring fund flow management informationConducting reviews of the investment propositions and making recommendations for improvementsWork closely with the Investment Strategy Manager in order to provide input into the investment strategy and deliver initiatives which form part of the investment strategyWork closely with Sales in order to understand the needs and requirements of high net worth customers and advisers Show less

Investment Proposition Executive

• Mar 2005 - Sep 2010