Experience

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  Ltsb private banking

  Mar 1983 - Dec 2012

  Sales manager

  Motivating and developing a national team of Independent Financial Advisers. Responsible for sales performance and T&C first line supervision activities.

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  Protocol national ltd

  Jun 2013 - Oct 2014

  Management trainer & assessor

  Design and delivery of training workshops to support Institute of Leadership and Management accredited qualifications.Delivery of training workshops in Management to companies via work based learning.Support and develop students via feedback and coaching.Assessment and validation of competence via assignment and portfolio. Ensuring the awarding bodies standards are consistently applied.

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  Huntswood financial services

  Jan 2015 - Jun 2015

  Financial services contractor

  I am responsible for reviewing client files and then making proactive client contact to review the advice provided. I then consider all available evidence including both client testimony and file review to grade the case. Ensuring the advice provided was correct and suitable for the client in line with FCA guidelines. Where advice is unsuitable I make recommendations for appropriate remediation.

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  Rathbone brothers plc

  Jul 2015 - Dec 2018

  Training & competence supervisor

  Motivating and developing a national team of Independent Financial Advisers. Responsible for T&C first line supervision activities.Plan and implement the application of the T&C scheme, to ensure all supervisory activities are completed in a timely and compliant manner.Develop advisers in order to maintain and sustain high levels of knowledge and expertise. Regularly monitor and assess key performance indicators in order to identify training and development needs and requirements.

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  Retired

  Jan 2019 - now

  Retired