Robbie Wilson DipFA

Experience

• 

  Nat West

  Aug 1990 - Aug 1994

  Customer Service Representative
• 

  NatWest

  Aug 1994 - Aug 1996

  Lending Officer
• 

  AXA

  Sept 1996 - Nov 2006

  Portfolio Co-ordinator & Senior SSAS Administrator
• 

  Clifton Asset Management plc

  Dec 2006 - now

  Understanding the business objectives to continually evaluate operational effectiveness, ensuring systems and processes are in place that clearly define roles and responsibilities. Responsible for providing a safe, pleasant, fair and rewarding working environment for our employees, where performance can be measured, recognised and managed. Responsible for efficiently acquiring quality new clients and retaining existing clients through the provision of specialist financial advice and exceptional service. Promote CAM’s suite of services and drive business opportunities through professional activities to augment overall profitability. Work in partnership with our clients and Clifton Group departments to ensure suitable and appropriate financial advice is executed compliantly and efficiently, while driving exceptional client experiences.

  • Operations Manager

    Oct 2013 - now

  • Sales Manager

    Oct 2011 - Sept 2013

  • Sales Support & Paraplanning Manager

    Oct 2009 - Sept 2011

  • Financial Consultant

    Jun 2008 - Sept 2009

  • Senior SSAS Administrator

    Dec 2006 - May 2008