Talk to sales Try for Free

Tom Slater

497 followers

Redditch, England, United Kingdom

Connect with Tom Slater to Send Message

Connect with Tom Slater to Send Message

Timeline
About me
DipCII BSc Hons, Team Manager, Barclays Private Bank & Wealth Management
Education
- Chartered Institute for Securities and Investment
  -
  Level 6 Private Client Investment Advice and Management
- Lord Ashcroft Business School
  2017 - 2019
  Dip Leadership & Management
- Chartered Institute of Insurance
  2012 - 2012
  Level 4 CII Diploma Financial Planning
- University of Birmingham
  2003 - 2006
  Bachelor of Science (BSc) Money, Banking & Finance
Experience
- Santander
  Sept 2002 - Nov 2013
  Responsible for the acquisition and retention of new Life, Pensions, Savings and Investment business to the Santander Group. Providing motivation, coaching and support to other members of the branch team to raise the number of financial planning introductions. Develop network knowledge of company Life, Pension, Savings and Investment products to include group presentations and one to one coaching. Seeking the opportunity to satisfy client needs whilst ensuring performance across all target areas for the acquisition of further business. Show less
  - Financial Planning Manager
    May 2007 - Nov 2013
  - Personal Banking Adviser
    Sept 2002 - Apr 2007
- Barclays Wealth Management
  Nov 2013 - now
  - Wealth Team Manager
    Oct 2018 - now
  - Private Client Manager
    Nov 2013 - Oct 2018
Licenses & Certifications
- Diploma in Regulated Financial Planning
  Chartered Insurance Institute
  May 2012
- Investment Management Certificate (IMC)
  CFA Institute
  May 2016
- Private Client Investment Advice & Management(PCIAM)
  Chartered Institute for Securities & Investment (CISI)
  Feb 2015

Recommendations
...