Experience

• 

  Barclays wealth

  Jan 1993 - Jan 2011

  Responsible for investment sales by Barclays Financial Planning (BFP) Advisers across the mass affluent (sub-£500,000) segment – including comprehensive range of collectives, insurance (investment) bonds and pensions.Provided training and coaching to advisers and branch introducers.Highlights included national (advised) Barclays structured products sales of £2.4 billion (2009) and successful launch (£500 million new business in first 18 months) of two new income funds: Barclays High Income Portfolio and Barclays Income Plus Portfolio (2009-10). Show less

  • Business Development Manager (Barclays Financial Planning)

    Jan 2006 - Jan 2011

  • Business Development Manager (Barclays Personal Investment Management)

    Jan 1998 - Jan 2006

  • Investment Training Manager (Barclays Personal Investment Management)

    Jan 1995 - Jan 1998

  • Investment Services Manager

    Jan 1993 - Jan 1995
• 

  Barclays wealth and investment management

  May 2011 - Aug 2011

  Business development manager

  Self-initiated project. Working for Barclays Wealth's Third Party Distribution Team to (re)establish relationships with (800+) former Barclays Financial Planning Managers now working as IFAs.

• 

  Price bailey llp

  Dec 2011 - Jun 2013

  Business development manager

  Member of the award-winning Price Bailey Private Client Team.I completed a review of existing business development strategies and successfully launched Price Bailey Portfolio Management (PBPM - a model portfolio service) for distribution through a small number of financial adviser firms.Key Achievements: - Built a comprehensive suite of new PBPM material: service brochure, IFA support material (including sales aids), social media and website content (www.pbportfoliomanagement.co.uk).- Developed a distribution network of 50+ financial adviser firms.- Created a new, robust Due Diligence Report for financial adviser firms and IFA networks.- Secured a 5 star Defaqto rating for PBPM.- Contributed to the Price Bailey (asset allocation and stock selection) Committee.- Built two new Income Portfolio models.- Managed successful financial adviser (structured product, cash management) campaigns. Show less

• 

  Metro bank (uk)

  Sept 2013 - Nov 2014

  Relationship manager

  Relationship Manager for the UK’s first new High Street Bank in over 100 years. I was part of Metro Bank’s Partnerships Team which works with financial intermediaries - including pension companies, financial advisers, investment managers, wrap platforms and offshore bond providers.Key Achievements: - Relationship Manager for a number of major financial services companies. - Identified and successfully developed new distribution network for the Partnership Team product range - including investment platforms, offshore companies and investment managers.- Secured fixed term deposit funds in excess of £25 million (200% of target) in 2014.- Delivered high profile Partner Loan projects for leading financial services (£24 million) accountancy (£12 million) and solicitor (£1 million) firms.- Successfully managed Metro Bank fixed term deposits maturities. Show less

• 

  Bgl group

  Nov 2014 - Jul 2017

  Partnership manager

  Partnership Manager for BGL Group - working on the company's largest and most challenging accounts.The BGL Group was founded in 1992 and has grown to become a major financial services group specialising in consumer insurance, price comparison and legal services with c.7 million customers.

• 

  Hsbc life (uk)

  Jul 2017 - now

  Senior insurance business development manager

  Helping Financial Advisers meet their customers' needs through our market-leading 'open architecture' Onshore Investment Bond - which offers maximum investment flexibility with transparent charging and taxation.