Alli Hunter

Experience

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  Clydesdale Bank

  Dec 1999 - Jun 2013

  Collaborated with senior management representatives on a portfolio of projects, to confirm objectives, deliverables, schedule and key stakeholdersPrepared and delivered training using a blended approach, from self-learning guides to classroom sessionsUsed course evaluations to modify programs and materials based on feedbackKey projects:Performed Training Needs Analysis of IFA business and managers and provided training on coaching techniques, regulatory responsibilities and leading changeDesigned and delivered training to different levels of staff, including skills, systems, processes and knowledge transferManaged the appointment of external agency consultants and delivery of projects to sales and support staff in line with budget limitsWas appointed as a key project member to review client files, identify training needs and deliver solutions to reduce business risk and improve overall advisory service Show less Specialising in telephone banking team, developed new induction courses and materialsDelivered training for face-to-face and telephone-based mortgage advisors, tied and multi-tied financial advisorsDelivered training for regulatory supervisors to successfully oversee teams’ compliance and service deliveryKey achievementsFollowing training, performance measures exceeded targets for reduced risk and call timesContinually received excellent feedback in course assessments and from coaching service Show less

  • IFA Training Consultant

    Mar 2009 - Jun 2013

  • T&C Training Consultant

    Dec 2006 - Feb 2009

  • Financial Advisor

    Dec 1999 - Nov 2006
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  Hunter Training Solutions Ltd

  Jan 2014 - now

  Training Consultant - Director
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  Walker Dunnett & Co

  Jan 2014 - Feb 2016

  Training Consultant and Paraplanner

  I worked with Walker Dunnett & Co to help improve working processes to quickly improve efficiency, increase turnover for the team and identify new opportunities. I also undertook a Paraplanning role to the IFA arm of the business.

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  Capita Mortgage Services

  Oct 2014 - Jun 2016

  Interim Learning and Development Manager

  After initially working with Capita, who run the end to end mortgage outsource for Tesco Bank, as the Operations Manager, Sales, I undertook the L&D Manager role. I enjoyed working with the business to identify training needs, design solutions and deliver blended training to successfully help launch Tesco mortgages to the Broker market.

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  Hitachi Capital

  Oct 2016 - Oct 2017

  Senior Compliance Policy Analyst - Contract

  Working within a team responsible for assisting the business in complying with external regulations and internal compliance policies and procedures focusing on consumer credit activities. Acting in an advisory capacity to identify potential regulatory risks and issues, then providing recommendations for change to help the business to take actions to achieve regulatory compliance.

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  GEORGE STUBBS FINANCIAL SERVICES LIMITED

  Nov 2017 - Dec 2017

  Compliance Consultant

  Providing support and advice to the Independent Advisory business on all FCA regulatory matters and providing recommendations for change to help the business to take actions to achieve regulatory compliance.

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  Walker Dunnett & Co

  Apr 2018 - now

  Independent Financial Advisor

  Here at Walker Dunnett & Co we believe in providing a high quality professional financial planning service. Our core values ensure we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything we do. We believe professional financial advice can add significant value to individuals and to businesses. Our key principles, honesty, integrity, reliability and vlaue put clients at the centre of what we do.