Rachel Lane

Experience

• 

  Barclays

  Feb 2006 - Dec 2007

  Sales Adviser
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  Barclays Bank, Sunderland

  Dec 2007 - Jul 2008

  Adviser Development Program Sales Team Leader
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  Barclays

  Jul 2008 - May 2011

  Responsible for on-site product training, and generating enthusiasm for new initiatives. Since launching product knowledge workshops facilitating advisers to discuss sales best practice we have seen a 20% increase in product use within portfolios. I have successfully delivered up-skilling and training in a number of sites across the country which increased lead generation by 200% from our Coventry contact centre in August 2010.Maintaining relationships with product providers.Co-ordinating between our department heads to balance business needs of call volumes and sales targets against training requirements. Show less

  • Regulated Performance coach

    Jul 2010 - May 2011

  • Qualified Financial Planning Manager

    Jul 2008 - Jul 2010
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  Sky

  Oct 2011 - Jul 2012

  Operational Training and Coaching

  Duties: Coaching call centre staff in behavioural changes and soft skills. Quality coaching sessions were delivered ranging from ad hoc coaching sessions to structured 1:1 monthly reviews. I was also responsible for the administration and day to day management of the teams whilst they were in their “coaching bay” experience.Achievements: Within my time at BSkyB I was recognised with two in house awards for performance. My first coaching bay set a new record for Customer Satisfaction scores in Newcastle contact centre. Show less

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  Fairstone Group Ltd

  Jul 2012 - Feb 2014

  Sales Operation Manager

  As Sales Operations Manager I require strong relationships with sales and operations management, advisers and external stake holders. Being the main point of contact for the adviser also means offering in-depth technical support around our adviser support systems including the point of sale software demonstrating excellent telephone and webinar skills. Logistical organiser of our Development programme (series of regional meetings offering advisers their structured CPD content for the year as well as promoting business opportunities) and co-ordinator of our Partnership Programme (working with preferred partners to help deliver the Development sessions).Responsible for the implementation and standardisation of adviser communications and MI reporting including the foundation of an internal adviser newsletter. As Event organiser and Sponsorship Coordinator I successfully delivered the Fairstone Cup, (our inaugural 2 day serving as our main corporate event for the year), Fairstone Open Challenge (1 day networking golf tournament) as well as overseeing our corporate hosting with Falcons Rugby Club. Show less

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  Fairstone Financial Management Ltd

  Aug 2013 - Feb 2014

  Independent Financial Advisor

  Fairstone provides universal financial solutions and acts as your trusted adviser. Best advice is critical in every circumstance - now and for the future to ensure you meet your goals. As impartial advisers, we access the whole of the market to find the most viable financial solution, whatever your needs. This means you save time and money. We offer a number of specialist services such as Wealth Management, Wills and Trusts, Retirement Planning, and Corporate Services. We also offer our unique, bespoke, financial management service, ActivePlan, which is the only one of its type currently available in the UK. ActivePlan provides the ongoing and consistent review of your entire financial portfolio to ensure that your products are actively managed to be cost effective, well performing and appropriate to your needs. With financial products constantly evolving and with lower cost options being continually launched, we want to ensure that you feel the benefit of these wherever possible. And with your personal circumstances and objectives differing from time to time, you need your finances to fully reflect any such change. At Fairstone we will pro-actively manage your mortgage, insurances, investments, savings, pensions, and loans as a whole to see where any improvement can be made – that’s what this unique plan delivers. This means you can feel confident in the knowledge that you have a team of experienced financial advisers looking after your interests at all times. ActivePlan is the only active financial management service available in the UK and that is why over 77% of customers use it. Benefits include: • a six-monthly financial health check and a full annual financial review• unlimited and direct access to a financial adviser during working hours.The Moneygate Group Ltd is the parent company of Fairstone Financial Management Ltd. (FRN 475973) Show less

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  Stonewood Financial Planning Surrey

  Mar 2014 - now

  • Sales and Marketing Director

    Sept 2020 - now

  • Chartered Financial Adviser

    Mar 2014 - now