Christopher Allen (CeMAP)

Christopher Allen (CeMAP)

Customer Adviser

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  • Timeline

  • 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 2008
      Customer Adviser

      Selling car, travel and home insurance, medical underwriting on travel insurance, collating stats for senior management.

    • Leeds Building Society

      Mar 2008 - Dec 2013
      Branch Manager

      All 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 2015
      Mortgage broker

      Arranging 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 2019

      Ensuring 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 2019
      • Energy Consultant

        Jan 2015 - Jul 2015
    • Baker's Buddies

      Jun 2019 - Dec 2019
      Business Owner

      Offering bespoke dog walking and boarding services in North Tyneside and surrounding area.

    • MB&G Insurance

      Jan 2020 - Dec 2020
      Insurance Claims Advisor
    • Northern Gas and Power (NGP Ltd)

      Jul 2021 - Oct 2022
      Compliance assessor

      Left due to being made redundant in a round of job cuts.

    • London & Country Mortgages

      Dec 2022 - now
      Compliance and Quality Control

      Mortgage & Protection Quality Control

    • True Potential LLP

      Jun 2024 - now
      Quality Assurance Specialist
  • Licenses & Certifications

    • CeMAP

      IFS School of Finance
      Jul 2007