Gareth Owen

Experience

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  Aegon

  Jul 2001 - Jul 2002

  Trainee Business Development Manager
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  Scottish Life

  Jul 2002 - May 2006

  Specialist Technical Pensions Consultant

  I was responsible for maintaining and developing/maintaining relationships and new business production for over 400 IFA firms in the South West area. I covered an extensive area from South Bristol through both Devon and Cornwall and was responsible for promoting and presenting Scottish Life products to both large and small IFA firms within that territory. My duties also included training Scottish Life administration staff on new products and the on-line pension’s platform. (Retirement Solutions) Training was also given to IFA firms on the TVAS system and Individual pensions market. (Top 10 consultant for two years running). Mostrar menos

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  Chancery Financial Management

  Jun 2006 - May 2008

  Independant Financial Advisor

  I acquired a Financial Advisors business upon retirement and was responsible for the advice, servicing and management of the existing client bank along with growing and stabilising the business over a 24 month period. This included expanding the client bank, increasing productivity, streamlining the administration processes and developing working relationships with Professional connections. Areas of advice included Technical Pensions (SIPP/SSAS/EPP), Trust and Taxation Planning and Wealth Management.I grew the client bank steadily over the course of 2 years (to incorporate local companies, employees and Directors), building a loyal clientele and relying only on referrals to develop the business further. Mostrar menos

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  Progress from Royal Liver

  May 2008 - Nov 2010

  Strategic Account Manager

  An extremely diverse role within a large territory, incorporating the South West, South Wales and into the Midlands. My primary responsibility was to engage corporate companies and Networks, offering support packages for events and roadshows. With a limited budget, each support campaign was delivered within plan and to cost, with sales/impact results reported at Boardroom level. I was also responsible for generating new business, developing working relationships with new Companies and Networks, account/data management and trouble shooting. With the administration running separately due to the nature of the business (on-line IFA sales only), I was responsible for the relationship with our third-party administration team at Vertex - creating, implementing and running an ongoing training program for our telephone based administrators. I was called upon to organise and present at Network Conferences along with discussing and agreeing to financial support packages to Networks and large Financial Advisory firms. Mostrar menos

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  PruProtect

  Feb 2011 - Jan 2012

  Protection Sales Specialist

  As a specialist protection consultant based in the South West, I was responsible for informing the IFA market on both Pru-Protect and Pru-Health products. With products ranging from life cover, PMI and income protection, I managed corporate relationships at both individual and Director/Board level, implementing training and support packages where required.

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  Communicate Group

  Oct 2013 - Jan 2014

  Corporate Sales & Business Solutions Operations Manager

  Sales Team Training, Management and Data Analysis. Financial Services Business Solutions Operations Manager, Product Development, Corporate Sales.I took on many roles at the Communicate Group Ltd. I was primarily responsible for creating, defining and implementing new revenue streams into a well-established business.

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  Retirement Advantage

  Jan 2015 - Jan 2016

  Intermediary Relationship Manager

  Covering an expansive territory (Somerset, Devon, Cornwall, Dorset, Wiltshire) my role incorporated many aspects of the retirement space. With a diverse product range, from Invested Annuities, blended contracts, to Equity Release, the role allowed me to develop relationships with both firms and individual RI’s within the South/South West.During my time at the company, I developed my role to include presentations at National Account level, key account management and co-ordinating distribution channels for the new product suite.I organized an Equity Release roadshow which included not only qualified individuals (IFA’s) but also local Estate Agents & Solicitors. The aim was to develop key relationships with new IFA firms and to support them as they look to grow their businesses within this market. Mostrar menos

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  Just Retirement

  Jan 2016 - Jan 2017

  Retirement Adviser - CeMap CeRER

  Working closely with strategic partners (SAGA & AGE UK) along with several banks/building societies (Northern Rock, Santander) and national newspapers (Mirror Group), my role incorporated face to face client advice along with a detailed knowledge of FCA compliance and best practices.

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  Equity Release Information Centre

  Jan 2018 - Jan 2018

  Area Sales Manager/Senior Equity Release Advisor

  Independent Equity Release advice from the UK's longest established equity release specialist. Working for the longest established Equity Release specialist in the UK - Equity Release Information Centre - I offered fully independent advice on the whole of the available market, without panel restrictions or limitations.

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  1st Financial Group Ltd

  Sept 2018 - Jan 2019

  Equity Release, Mortgage and Protection Adviser

  Working within the 1st Financial Group, I offered comprehensive mortgage and protection advice. Specialising in both equity release and RIO (Retirement Interest Only mortgages), I offered comprehensive advice for clients in retirement. This incorporated a full review of clients current circumstances along with their goals and aspirations for the remainder of their retirement.

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  Aspirations - Independent Financial Advice

  Jan 2019 - May 2020

  Equity Release, mortgage and protection adviser

  Specialising in retirement mortgages, general and buy to let mortgages and protection cover, I offered comprehensive, friendly and professional advice to individual clients, limited companies and portfolio landlords.

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  C.B.S.L.

  May 2020 - Oct 2022

  Project Manager– Freelance Contractor

  Offering training, support and project management services to key businesses in the South West.

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  TCC Group

  Oct 2022 - Oct 2024

  QA Specialist - Pension, Investment, Lifetime Mortgages and Mortgage Case Reviewer

  Quality Assurance - Specialising in Pensions, Investments, Mortgages & Lifetime MortgagesWorking on behalf of TCC, I was responsible for front line and remediation quality assurance file reviews for new business submissions and historic advice.Reviewing to FCA standards, calibration and remediation, claims and complaint handling,