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Clare Whittle

Mortgage Adviser

205 followers

Warrington, England, United Kingdom

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Connect with Clare Whittle to Send Message

Timeline
About me
Deputy Chief Officer at Citizens Advice Wigan Borough
Education
- CIPD
  2014 - 2015
  Foundation Certificate in HR Practice Pass
Experience
- NatWest
  Jan 1998 - Jan 2000
  Mortgage Adviser
- Countrywide Assured Financial Services
  Jan 2000 - Jan 2001
  Mortgage Adviser
  Providing quality advice for Mortgages and related products.
- Aegon
  May 2001 - Sept 2013
  Sales Team Manager
  Responsible for a team of Telephone based Account Managers, ensuring all targets set nationally and locally were achieved.
- Armed Forces Charity
  Oct 2013 - Apr 2015
  Manager
  Responsible for the development and delivery of an online service directory, ensuring all service providers adhered to eligibility and assessment criteria.Managed in-house Human Resources functions such as recruitment, absence management and KPI monitoring.
- Citizens Advice
  Apr 2015 - now
  Pension Wise Supervisor
  Responsible for the management, supervision and coaching of a team of Pension Wise guidance specialists, ensuring that standards meet internal and regulatory quality standards.
- Citizens Advice Wigan Borough
  Apr 2015 - now
  - Deputy Chief Officer
    Dec 2020 - now
  - Business Development Manager
    Apr 2015 - Dec 2020
Licenses & Certifications
- Diploma in Financial Planning - R03
  Chartered Insurance Institute
  Dec 2012
- J07 - Supervision in a Regulated Environment
  Chartered Insurance Institute
  Oct 2011
- Diploma in Financial Planning - R04
  Chartered Insurance Institute
  Apr 2012
- Foundation Certificate in HR practice
  CIPD
- Certificate in Financial Planning
  Chartered Insurance Institute
  Jun 2009

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