Daniel Robertson

Canterbury, England, United Kingdom

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Timeline
About me
Business Development Manager, Craven Street Wealth
Education
- The harvey grammar school
  1997 - 2004
  A levels: business studies, politics, english literature, english language & media studies
  Activities and Societies: Company Director - Young Enterprise
- Libf
  2007 - 2007
  Formerly ifs School of Finance
Experience
- Young enterprise uk
  Jan 2003 - Jan 2004
  Company director
  The Young Enterprise Company Programme provides a vehicle for naturally entrepreneurial young people to develop business acumen by providing an experiential learning opportunity in introducing the practical realities of setting-up and running their own business.
- Britannia building society
  Nov 2004 - Feb 2007
  Mortgage adviser
  Providing regulated advice to clients on the best mortgage product for their particular circumstances, ensuring they are also protected against the inability to repay should their circumstances change and educating branch staff about these product areas so to increase referrals.
- Towers school academy trust
  Feb 2007 - Feb 2008
  Finance officer
  Developing budgets, monitoring transactions, generating additional revenue streams and preparing financial reports for a large secondary school.
- Nationwide building society
  Feb 2008 - Jul 2014
  Personal banking manager
- Kreston reeves
  Jul 2014 - Sept 2022
  Implementing and providing ongoing management of cost effective and tax efficient employee benefit packages for businesses of all sizes; whether simply for the purpose of complying with UK workplace pension legislation, to the introduction and regular review of comprehensive policies to protect the firms stakeholders and assist in seeking and retaining the very best talent.Specialisms:Automatic Enrolment Pension SchemesDirectors Shareholder ProtectionKeyman / Keyperson policiesGroup Life Assurance / Death In ServiceGroup Income ProtectionPrivate Medical Insurance Show less
  - Business Development Manager
    Nov 2019 - Sept 2022
  - Group Scheme Specialist
    Apr 2016 - Nov 2019
  - Trainee Chartered Financial Adviser
    Jul 2014 - Apr 2017
- Kreston reeves financial planning limited
  Mar 2021 - Sept 2022
  Business development manager
- Craven street wealth
  Sept 2022 - now
  Business development manager
Licenses & Certifications
- Diploma in regulated financial planning - r01 financial services, regulation & ethics
  Chartered insurance institute
  Dec 2015
- Certificate in mortgage advice and practice (cemap)
  The london institute of banking & finance
- Personal skills intermediate programme
  Ilm
  Mar 2022
Honors & Awards
- Awarded to Daniel Robertson
  Kent & Medway Education Business Alliance Business Dynamics - This award recognises my contribution to driving business dynamics and fostering collaboration between education and local businesses in the Kent and Medway region. It highlights my ability to create strategic partnerships that benefit both the educational and business communities, helping to bridge the gap between the two sectors and support local economic growth.
- Awarded to Daniel Robertson
  Kent Schools Business Challenge Outstanding Work in the area of Marketing - Awarded for my exceptional efforts in marketing within the Kent Schools Business Challenge, this recognition underscores my ability to develop and execute innovative marketing strategies. The award highlights my success in promoting educational initiatives, enhancing brand visibility, and creating impactful campaigns that resonate with both students and the wider community.
- Awarded to Daniel Robertson
  Secondary Heads Association Challenge - This award acknowledges my leadership and achievements in the Secondary Heads Association Challenge, where I demonstrated strategic thinking, effective collaboration, and a commitment to supporting educational development. It reflects my dedication to creating solutions that help improve educational experiences and foster positive outcomes for students.
- Awarded to Daniel Robertson
  Young Enterprise Director Award - As a student, I was awarded the Young Enterprise Director Award for my leadership and entrepreneurial skills in managing and directing a student-run business. The award recognizes my ability to collaborate with peers, develop strategic plans, and successfully execute business initiatives. It highlights my commitment to fostering innovation and practical business experience while working in a dynamic, team-oriented environment.
Volunteer Experience
- Trustee
  Issued by The Sir Edward Davis Memorial Trust on Oct 2024
  Associated with Daniel Robertson
- Volunteer
  Issued by World Challenge on Jul 2002
  Associated with Daniel Robertson