Clare Whittle

Clare Whittle

Mortgage Adviser

Followers of Clare Whittle205 followers
location of Clare WhittleWarrington, England, United Kingdom

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  • 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