Stephen Metcalf

Experience

• 

  Norwich and Peterborough Building Society

  Jan 1993 - Jan 2011

  Sales Manager
• 

  Aviva

  Feb 2011 - Jul 2012

  Area Sales Manager

  TUPE transfer to Aviva from N&P B/Society.Responsible for the day to day management of a team of 10 Diploma qualified consultants including accountability for sales, risk and compliance, training and development and management of the partnership relations at both branch and area levels.

• 

  Legal & General

  Jul 2012 - Oct 2016

  Financial Consultancy Manager

  Diploma Qualified.Manage a team of 9 consultants across 2 B/Society partnerships. Responsible for sales achievements, risk management, training and compliance, partnership and coaching and development.Moved as a result of a TUPE transfer from Aviva to L&G.1st January 2015 - having achieved significant improvements within the Chelsea Building Society partnership I was asked to take up responsibility for managing the relationship between L&G and Cambridge Building Society.

• 

  Lovewell Blake Financial Planning Limited

  Oct 2016 - Apr 2024

  Financial Services Manager

  A newly created role, my primary function is management and oversight of the sales and T&C regime for a team of 8 diploma qualified Independent Financial Advisers and 4 Para Planners.In addition, I work closely with and fully support, the director of the business in the development and implementation of our medium to longer term strategies/customer proposition.

• 

  Lovewell Blake

  Apr 2024 - now

  Director of Financial Planning