Paul Evans

Paul Evans

Paul Evans

Followers of Paul Evans53 followers
location of Paul EvansLondon, England, United Kingdom

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  • Timeline

  • About me

    Customer Relations Manager at TRUSTED STRATEGIC PLANNING LIMITED

  • Education

    • Birkbeck College

      1986 - 2000
      BA History
    • Northolt High

      1980 - 1986
    • Birkbeck College, University of London

      1996 - 2000
      Bachelor of Arts (B.A.) History

      BA History

  • Experience

    • HSBC Bank

      Jan 1986 - Jan 2012
      Paul Evans
    • HSBC

      Jan 1986 - Jan 2012

      Responsible 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 2012
      • Financial Planning Advisor

        Jan 1986 - Jan 2012
      • Premier Relationship Manager

        Jan 2005 - Jan 2008
      • Sales & Service Manager

        Jan 2001 - Jan 2005
      • Managers Assistant

        Jan 1994 - Jan 2001
      • Bank Clerk

        Jan 1986 - Jan 1994
    • The Spectrum Partnership Llp

      Jun 2015 - now
      Customer Relations Manager
    • TRUSTED STRATEGIC PLANNING LIMITED

      Dec 2017 - now
      Customer Relations Manager
  • Licenses & Certifications

    • DipFS