Experience

The Penny Group

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage and Protection Manager

  • Oct 2022 - Present

  London, England, United Kingdom The Penny Group is a Chartered Financial Planning practice based in London, advising clients nationwide. No matter where you are on your financial journey we are here to support you and give you the best possible advice. We know that your financial situation is unique to you, therefore we tailor our approach by taking the time to create a deeper understanding of you and your money. We specialise in financial planning, investment management, mortgages, protection and insurance, pensions and… Show more The Penny Group is a Chartered Financial Planning practice based in London, advising clients nationwide. No matter where you are on your financial journey we are here to support you and give you the best possible advice. We know that your financial situation is unique to you, therefore we tailor our approach by taking the time to create a deeper understanding of you and your money. We specialise in financial planning, investment management, mortgages, protection and insurance, pensions and estate planning. Take a look at our website to find out more: https://thepennygroup.co.uk/ Show less



Barclays UK

• United Kingdom
• Banking
• 700 & Above Employee

• Mortgage Team Leader

  • Mar 2022 - Oct 2022

• Market Leader

  • Jan 2020 - Oct 2022

  Cambridgeshire, England, United Kingdom



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Deputy Market Leader

  • Jul 2017 - Jan 2020

  Herts, Beds and Bucks · Individually accountable 10 direct line reports working as Branch Based Mortgage Advisors. · Working collaboratively with the Mortgages Direct Distribution Market Leader in leading a supporting a team of circa 20 Mortgage Advisors. · Certified role under the PRA & FCA - Individual Accountabilities Regulations. · Leadership, coaching, development and supervision of the Mortgage Advisors in delivering the Barclays BUK strategy, whilst ensuring full compliance with… Show more · Individually accountable 10 direct line reports working as Branch Based Mortgage Advisors. · Working collaboratively with the Mortgages Direct Distribution Market Leader in leading a supporting a team of circa 20 Mortgage Advisors. · Certified role under the PRA & FCA - Individual Accountabilities Regulations. · Leadership, coaching, development and supervision of the Mortgage Advisors in delivering the Barclays BUK strategy, whilst ensuring full compliance with regulatory requirements, Barclays Operational Risk Framework and internal Barclays Policies and Standards. · Stakeholder management working collaboratively with the Branch Network and Specialist team colleagues, encouraging and facilitating collaboration across the Beds, Herts and Bucks Market in order to maximise customer experience and growth in Mortgages and Branch Based Banking performance. · Supporting colleagues with personal development, implementing robust development plans to grow their skills and knowledge to become more effective, efficient and compliant, whilst applying dynamic leadership styles to maximise the potential of individuals/teams to deliver results and achieve their goals. · Regularly supporting the preparation and delivery of business plans, presentations and quarterly business reviews for the Head of Region and Key Stakeholders to provide information, business updates and innovative ways to promote positive engagement to maximise opportunity within the local market.

• Mortgage Advisor

  • Jul 2014 - Jul 2017

  St Albans, United Kingdom · Regulated Role-Certified role under the PRA & FCA - Individual Accountabilities Regulations · Customer facing role providing Mortgage and Protection related advice from range of regulated products, applying an expert knowledge of products and lending criteria. · Continuous self-development of all the necessary knowledge and skills needed to achieve successful delivery and provide accurate, appropriate and current advice. · Acquire and apply new knowledge regarding new… Show more · Regulated Role-Certified role under the PRA & FCA - Individual Accountabilities Regulations · Customer facing role providing Mortgage and Protection related advice from range of regulated products, applying an expert knowledge of products and lending criteria. · Continuous self-development of all the necessary knowledge and skills needed to achieve successful delivery and provide accurate, appropriate and current advice. · Acquire and apply new knowledge regarding new products, UK regulatory products, service systems and process relating both internally and externally. · Proactively manage the customer experience from application to completion ensuring customers receive exceptional service at all stages. ·Contribute to the Mortgage and Branch business plans by using local mortgage market knowledge and intelligence to understand the opportunity and deliver growth. · Identifying broader opportunities and refer them to the most appropriate Branch or Specialist colleagues · Support Branch operation and community engagement activities, as necessary, to ensure effective, efficient and compliant operation of the Branch and raise the profile of Barclays in the local community and market. · Managing, and where appropriate escalating, customer queries, complaints and feedback effectively, to achieve the best possible outcome for the customer in line with Regulation, Barclays’ policy and best practice. · Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Barclays Operational Risk Framework and internal Barclays Policies and Standards. · Proactively influence Branch and Specialist colleagues to ensure the delivery of consistently high standards of customer service across all Branch and Specialist propositions. Certificate in Mortgage Advice and Practise (CeMAP) or Mortgage Advice Qualification (MAQ) qualified

• Assistant Branch Manager

  • Oct 2012 - Jul 2014

  Chilterns

• Branch Manager

  • Feb 2011 - Oct 2012

  Gerrards Cross, Buckinghamshire, United Kingdom