Zoe Johnson CeMAP

Zoe Johnson CeMAP

Project Specialist

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location of Zoe Johnson CeMAPLancaster, England, United Kingdom

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  • Timeline

  • About me

    Wealth and Personal Banking Consultant

  • Education

    • Stockport college

      1990 - 1992
      Business and finance
    • Priestnall

      1985 - 1990
    • The University of Manchester

      1990 - 1993
      Bus & Fin Accountancy, Economics, Business Politics, Banking

      Business and Finance

  • Experience

    • Oracle

      Jan 1998 - Aug 1998
      Project Specialist

      Started as Receptionist, promoted to Sales Administrator. Then promoted to Key Account Manager 'On-site' at Kelloggs US/UK. Invited to liaise & visit client with Directors, in New York head-office. Responsible for optimising client satisfaction and ensuring continued account income. Project: Implementation of SAP software.• Invited to travel Upper-Class Virgin Atlantic to New York Crown Plaza was the equivalent to 3 months salary each visit!• Had a fabulous relationship with my client, billing at $1mill a month. I was responsible for the clients satisfaction to keep billing. Show less

    • Barclays

      Aug 1998 - Feb 1999
      Senior Banking Consultant

      Client advice, interviews, sourcing products for sales, working to strict targets and deadlines. Assist customers experiencing financial difficulties. Codes of Conduct Inc. AML. Ensure customers enjoyed their Barclays experience. • Promoted in 2 months from Cashier to Office Based Sales Consultant (Mortgage, Protection, Loans, New Accounts) due to record number of Sales, Customer recommendations, Sales Referrals and positive interaction with Bank Manager, team and Customers• Became No1 in North West by 3rd month of being a new Consultant• Featured in Barclays internal magazine for best newcomer• Personal thanks from Area Manager for my contribution and success• Built great relationship with the Financial Advisor and refer my clients to for additional sales• Adapted extremely positively through the transition of Woolwich to Barclays Show less

    • AWD Holding AG

      Feb 1999 - Sept 2006
      Independent Financial Advisor

      #1 Top Performer/Converter/Referred Consultant in FSA Regulated Financial Advice.Won Las Vegas year after year! (Prize for top performance).Home appointments, fact finding and solution presentations. Whole of Market Mortgages, Buy-to-Let UK and Overseas property, Estate Planning and Wills, Pension review & Transfer, Tax planning assistance, Life & Critical Illness assurances, Income Protection.• Won Barcelona Holiday after 2mths of starting.• No1 UK Consultant often monthly & yearly, • Became & stayed No1 *Referred* consultant, unprecedented amount of personal referrals!• 1 of 2 employees with highest conversion rates, only broker who won top Las Vegas prize every year each consecutive year of employment, due to conversion or referrals or both.• Promoted to Recommendation Manager (new dept created for me) • Requested to hold training courses, mentor juniors & marketing to attract referrals.• With a low annual basic, earned over ₤100K top year. Show less

    • Adecco

      Nov 2014 - Apr 2015
      Recruitment Resourcer / Major Accounts Manager

      (NHS and Major Accounts)Telephone and face to face meetings with Hiring Managers, Heads of Service and Directors. • Headhunting and searching for Active and Passive candidates.• External Client review meetings at First-line, Management and Head of Service level• Face to Face interviews with every candidate.• Interview prep to maximise success of every candidate, incl attending offices with candidates.• Coaching and training of junior and apprentice staff • Identify candidate skills to match meticulously with vacancies, match personality and EQ skills• Contacting potential clients, existing clients, candidates to tele-interview, face to face interviews and registration. (6hrs telephone work per day)• Strict compliance checks inc Due Diligence, EAI, Data Protection Act and HMRC requirements. Monthly Audits of documentation from Head Office and external compliance. Show less

    • Co-op

      Mar 2019 - Aug 2019
      Recruitment Resourcer

      Advertising. Screening applications, CVs and tests. Telephone Interviews. Arranging F2F interviews, preparing candidates. Onboarding, ETW, Compliance.

    • Mortgage Advice Bureau

      Sept 2019 - Mar 2020
      Senior Mortgage and Protection Adviser

      FCA Government regulated Advisor.Face to Face & telephone fact-finds and Solution presentations. Purchases, Remortgages, BTL.Life Assurance, CIC, IP, FIB

    • Co-op

      Mar 2020 - Sept 2020
      Human Resources Associate

      Providing support for 63,000 colleagues. Hire to Retire. Payroll, Sickness, Benefits, Performance, Contracts, Secondments, Maternity, Termination

    • HM Revenue & Customs

      Sept 2020 - Nov 2024
      Customs Clearance Officer
    • First direct

      Oct 2024 - now
      Wealth and Personal Banking Consultant
  • Licenses & Certifications

    • CeMAP Level 3

      Institute of Financial Services
      Sept 2003
    • CeMAP Level 2

      Institute of Financial Services
      Aug 2002
    • Counselling Skills L2

      BACP
      Jul 2018
    • Psychotherapy and Counselling L3

      BACP
      Jul 2019
    • Financial Planning Certificate

      Chartered Insurance Institute
      Feb 1992