
Paul Evans
Paul Evans

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About me
Customer Relations Manager at TRUSTED STRATEGIC PLANNING LIMITED
Education

Birkbeck College
1986 - 2000BA History
Northolt High
1980 - 1986
Birkbeck College, University of London
1996 - 2000Bachelor of Arts (B.A.) HistoryBA History
Experience

HSBC Bank
Jan 1986 - Jan 2012Paul Evans
HSBC
Jan 1986 - Jan 2012Responsible for building a portfolio of higher net worth customers and successfully achieved targets set for income growth from the portfolio thereby increasing the profitability of the BankArranged and delivered inspiring coaching sessions to staff in order to meet targets and deliver new customers to the BankMake decisions relating to lending risk in line with Bank procedures with specific concerns relating to avoiding bad debt scenariosNetworking within community to increase Bank's presence and to bring in new customers meeting the Premier brand Show less Responsible for ensuring the smooth efficient day to day running of busy London branchAct as line manager for branch of 15 staff undertaking 1-2-1 meetings preparing staff reports and managing performance improvement scenariosResponsible for training issues both organising and delivering suitable coaching sessions to meet the needs of the branch to meet targets for sales and operational integrityAchieved overall targets set for the branch including sales, costs and operational integrity including risk Show less
Senior Financial Planning Advisor
Jan 2008 - Jan 2012Financial Planning Advisor
Jan 1986 - Jan 2012Premier Relationship Manager
Jan 2005 - Jan 2008Sales & Service Manager
Jan 2001 - Jan 2005Managers Assistant
Jan 1994 - Jan 2001Bank Clerk
Jan 1986 - Jan 1994

The Spectrum Partnership Llp
Jun 2015 - nowCustomer Relations Manager
TRUSTED STRATEGIC PLANNING LIMITED
Dec 2017 - nowCustomer Relations Manager
Licenses & Certifications

DipFS
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