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Christopher Allen (CeMAP)
Customer Adviser

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About me
Compliance & Quality Control - True Potential Wealth Management LLP.
Education

Kings Manor Secondary School
1982 - 1986
Experience

Zurich Insurance Company Ltd
Mar 2004 - Feb 2008Customer AdviserSelling car, travel and home insurance, medical underwriting on travel insurance, collating stats for senior management.

Leeds Building Society
Mar 2008 - Dec 2013Branch ManagerAll aspects of running a busy building society branch, hitting and exceeding targets across all product areas, mortgage advice, developing staff, area mortgage champion, area recruitment champion.

Silvergate Mortgages
Jan 2014 - Jan 2015Mortgage brokerArranging Residential and Buy to Let mortgages, overseeing the application process right through from first interview to completion, arranging insurance products for the client, hitting and exceeding revenue targets, generating own leads.

Utilitywise
Jan 2015 - Mar 2019Ensuring sales are fully compliant with Utilitywise policy, audits and dealing with customer complaints. Advising Energy Consultants on all aspects of compliance policy. Arranging Business Gas and Electricity contracts for all sizes of businesses. Maximising revenue by looking at longer term fixed options for customers across a large number of British and European suppliers.
Compliance Officer
Aug 2015 - Mar 2019Energy Consultant
Jan 2015 - Jul 2015

Baker's Buddies
Jun 2019 - Dec 2019Business OwnerOffering bespoke dog walking and boarding services in North Tyneside and surrounding area.

MB&G Insurance
Jan 2020 - Dec 2020Insurance Claims Advisor.webp)
Northern Gas and Power (NGP Ltd)
Jul 2021 - Oct 2022Compliance assessorLeft due to being made redundant in a round of job cuts.

London & Country Mortgages
Dec 2022 - nowCompliance and Quality ControlMortgage & Protection Quality Control

True Potential LLP
Jun 2024 - nowQuality Assurance Specialist
Licenses & Certifications

CeMAP
IFS School of FinanceJul 2007
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