Steve Evans (DipPFS,CeMap)

Steve evans (dippfs,cemap)

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location of Steve Evans (DipPFS,CeMap)Greater Cardiff Area
Phone number of Steve Evans (DipPFS,CeMap)+91 xxxx xxxxx
Followers of Steve Evans (DipPFS,CeMap)3000 followers
  • Timeline

    Sept 1998 - May 2006

    Graduate Management Trainee

    Lloyds Bank
    Apr 2006 - Sept 2009

    Branch Manager

    Lloyds Banking Group
    Current Company
    Sept 2009 - now

    Protection Distribution Manager Intermediaries

    Scottish Widows
    Scottish Widows Protect
  • About me

    Protection Distribution Manager - Scottish Widows Protect

  • Education

    • Aberystwyth university

      1994 - 1997
      Business studies business/managerial economics 2-1

      Activities and Societies: Business Studies Society

  • Experience

    • Lloyds bank

      Sept 1998 - May 2006
      Graduate management trainee

      Various sales and people management roles within the branch network of Lloyd's Bank including> Regional Operational Performance Manager> Branch Manager> Customer Service Manager> Project Lead - British Olympic Appeal...

    • Lloyds banking group

      Apr 2006 - Sept 2009
      Branch manager

      * Review achievement of profit, and the drivers of profit, against plan, effectively managing allocated resources and implementing actions to support these plans. * Satisfy customers banking and financial needs by recognising sales opportunities, and by personally undertaking sales as appropriate. * Provide regular coaching and other one-to-one support to staff to maximise their development* Ensure all staff are appropriately recruited, trained, accredited, deployed and motivated to ensure their individual and collective performance and productivity is of the required standard. * Ensure that all change initiatives are effectively implemented, and that the branch team buy in to the rationale for change in order to maximise business performance. * Ensure all staff understand and are committed to consistently delivering the best customer experience, consistent with the Bank’s objective of becoming the best retail bank. * Promote the Bank’s image and brand and the profile of the branch in the local community in order to attract and acquire quality new customers in line with agreed business plans. .... Show less

    • Scottish widows

      Sept 2009 - now

      * Responsible for relationships with Scottish Widows sales channel and the Head Office functions. Establishing, developing and maintaining strong consultative, long term relationships at all levels within the Bank* Act as the liaison between the Halifax, Lloyds and Bank of Scotland customer advisor teams and Scottish Widows to develop and implement strategies to deliver the agreed objectives of all stakeholders. *Working with the Senior Managers in Lloyds Bank, Halifax and Bank of Scotland to drive the correct business, efficiency and quality levels in line with agreed budgets* Maximise business efficiencies and professionalism by ensuring Financial Consultants in the branches maintain product and market awareness of the Life Insurance market.. Show less

      • Protection Distribution Manager Intermediaries

        May 2016 - now
      • Account Manager Protection Products

        Jan 2015 - May 2016
      • Bancassurance Account Manager

        Sept 2009 - Jan 2015
  • Licenses & Certifications

    • Cemap - mortgage advice

      Aug 2015
    • Diploma in financial planning level 4

      Chartered institute of insurance cii
      Dec 2012