Mike Vickers

Mike Vickers

Striker

Followers of Mike Vickers1000 followers
location of Mike VickersLondon, England, United Kingdom

Connect with Mike Vickers to Send Message

Connect

Connect with Mike Vickers to Send Message

Connect
  • Timeline

  • About me

    Financial Planner

  • Education

    • The fa

      -
      UEFA B license
    • Nottingham Forest FC

      2004 - 2006
      A Levels Sports and Exercise Distinction

      3 A levels

    • The Chartered Institute for Securities & Investment (The CISI)

      -
      IAD - Investment Advice Diploma Investments and Securities Level 4

      Completed Level 4 Investment Advice Diploma

  • Experience

    • Nottingham Forest

      Jul 2004 - Jul 2006
      Striker
    • Sorrento SC

      Dec 2010 - May 2011
      Striker
    • Salmiya

      Aug 2011 - Mar 2012
      Football Coach
    • Ottawa Fury

      Mar 2012 - Aug 2012
      Striker
    • Barclays

      Jan 2013 - May 2022

      • Working as a Premier Relationship Manager, I manage a client portfolio of £250k plus. • My role is to manage the relationship with our Premier Clients where professionalism, client focus and an understanding of opportunities are critical to the success of the business.• Establishing and strengthening relationships with these clients and working with private, international and investment banking to develop client’s accounts. • Delivering a consistent and tailored premier service.• Monitoring the performance of the assigned portfolio to ensure it is effectively run. Show less • Working as a Personal Banker my role is to engage with customers and support them in making their own decisions with regards to their finances. • Identifying potential sales opportunities and discussing financial products and services with clients/customers. • Matching each customer's needs to the right products before securing the sale or referring on to the appropriate colleague.• Ensuring that all new business applications are fully completed and comply with regulatory requirements and our bank procedures.• Accessing and updating accounts, facilitating credit searches for customers for personal loan applications and processing of payments for customer accounts.• Working as part of a team in the branch to offer support to colleagues when needed, whilst meeting monthly targets and building a strong customer-base.• Actively participating in Money Skills with Barclays plc Show less

      • Premier Relationship Manager

        Sept 2015 - May 2022
      • Personal Banker

        Jan 2013 - Sept 2015
    • Vickers Financial Management

      Apr 2022 - now
      Owner

      Drawing from a wealth of experience in the financial industry and utilising a large network of associates, Vickers Financial Management will provide a bespoke service with a single point of contact for you property.

    • Quilter Financial Planning

      Jun 2023 - now
      Financial Planner

      Helping clients to realise their Financial goals, looking at an holistic profile and deciding what is right for the client to take.Supporting with Investments, Savings, Pensions and Protection to make sure you get what you and your family need for both now and in the future.

  • Licenses & Certifications