
Mark Glithero

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About me
National Training & Competency Manager
Education

Deacons Grammar School, Peterborough
1971 - 1977Retail Banking Practice Geography, Geology, Economics - A Levels
Middlesex University
2012 - 2013Retail Banking Practice Post Graduate Degree 2.1Activities and Societies: Degree in Retail Banking Practice via Halifax Journey in Practice programme.
Experience

Woolwich Building Society
Jan 1981 - Jan 1997Responsible for the day to day management of 42 retail outlets and 260 staff including 35 regulated sales staff.Regional Branch of the Year winner in 1994, '95 and '96 and National Team of the Year runner up in 1996Achieved sales targets for Mortgage Lending, General Insurance, Personal Lending, Financial Advice, managed Regional P&L account and produced and analysed Regional performance dataManaged the sourcing, selection , recruitment, training and coaching of the Senior Management TeamSuccessfully developed and implemented the Woolwich Open Plan propositionProject managed the national 'Increasing General Insurance Sales' programmeQualified Trainer in "Customer Driven Sales" programmeOther roles with Woolwich Show less
Regional Manager - South West London
Jan 1981 - Jan 1997Area Manager
Jan 1981 - Jan 1996

Barclays
Jan 1997 - Jul 2003Head of Intermediary Sales• Responsible for achieving £14b Mortgage Lending, and £2m Ancillary Income (175% to target 2002)• Successfully maintained all divisional expenditure within agreed budget guidelines• Won Barclays “Team of the Year” in 2000 and 2003, resulting in attendance on Executive Club trips abroad• Managed the recruitment, selection, development and coaching of 15 Corporate Business Managers• Developed Key mortgage lending and IFA accounts through CRM, Inc John Charcol, Savills PF, Hampton’s International & Alexander Hall.• Delivered “Woolwich for Intermediaries” website, online mortgage applications and case tracking project Show less

Lexicon Surveyors
Aug 2003 - Jun 2008Managing Director• Responsible for spearheading growth within the business, increasing surveyors from 12 to 80 in 5 years• Provided comprehensive national surveying coverage to all major UK lenders• Achieved a 500% increase in turnover from £2m in 2003 to £10m in 2007• Secured panel lender appointments and successfully won new panel management contracts• Drove forward strategic business plans and growth initiatives to increase profitability to £1m in 2007• Achieved Mortgage Strategy – Best Surveyor award in 2008, voted for by leading UK lenders• Launched Lexicon Energy to undertake commercial and residential EPCs in November 2007• Managed strategy, performance and delivery of agreed business targets for Lexicon Surveying Services• Developed and maintained external corporate relationships, entertaining, communications and marketing• Demonstrated strong networking abilities and an entrepreneurial approach to business opportunities Show less

DeVere Group
Nov 2008 - Sept 2009Financial Planning Consultant• Managing, motivating and leading a team of 10 Offshore Financial consultants based in Cape Town, South Africa • Providing tailored advice and financial planning for ex-pats. • Develop and implement a strategic plan for financial planning and advice services in South Africa in accordance with FSB regulations.

Thomas Oliver UK
Oct 2009 - Mar 2011Sales Manager & Financial Planning Consultant• Working as Sales Manager for 10 Financial Advisers at the practice of Thomas Oliver UK, personal wealth managers. • Specialists at providing tailored advice and financial planning for UK HNW clients of existing IFA practice covering Investments, Savings, Retirement Planning, Inheritance Tax Planning, Mortgages and all Protection products

Lloyds Banking Group
Apr 2011 - Feb 2015Regional Bancassurance Manager• Leading a team of 13 Halifax branch based Financial Advisers who are advising clients on both Investment and Protection products.7/67th nationally on Sales & top nationally on risk.• Responsible for exceeding all customer service & sales objectives • T & C scheme supervisor responsible for record keeping, observations, maintenance of CAS status, file quality and risk management.

Key
Feb 2015 - Dec 2019Regional Manager• Leading a team of 18 Equity Release Advisers who are recommending to clients on Whole of Market Equity release products & Estate Planning. • Responsible for delivery of all customer service, sales objectives & maintaining budgets. • T & C scheme supervisor responsible for record keeping, observations, maintenance of CAS status, file quality and risk management. • Top Regional Team (1/6) in Key in 2018 & 2019 to date. Directly responsible for £150m of Equity Release lending & £100k of additional revenue. Show less

Responsible Life
Jan 2020 - Aug 2022Regional Managerhttps://responsible.org.uk/markglithero

Bower Private Clients
Aug 2022 - nowEquity Release SpecialistEquity Release Specialist

Bower
May 2023 - nowNational Training & Competency ManagerProviding ongoing support & training to the Bower adviser team.
Licenses & Certifications

Cert in Regulated Equity Release
IFS School of FinanceFeb 2015
PG Cert in Retail Banking Practice
Middlesex UniversityJun 2013
IFS Level 4 Diploma for Financial Advisers
IFS School of FinanceJan 2011
Fellow
Chartered Institute of BankersJul 1993
Volunteer Experience
Gamesmaker
Issued by British Olympic Association on Jul 2012
Associated with Mark Glithero
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