Richard Evans, FPFS, IMC, Chartered Fin Planner And Fellow

Experience

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  General Accident Insurance Company (Ja.) Limited

  Aug 1989 - Apr 1998

  • IFA Broker Consultant

    Dec 1997 - Apr 1998

  • Various Pensions Administrative Roles

    Aug 1989 - Nov 1997
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  CGU Insurance

  May 1998 - Sept 2000

  IFA Broker Consultant
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  Norwich Union

  Oct 2000 - Mar 2009

  Responsible for strategic relationships with technical research teams at centre of large nationals, networks, service providers & banks. Upskilling of telephony based sales consultants, new to pensions market. Subject matter expert with a high level of technical ability, specialising in DB & DC corporate pension solutions. Management experience through line management of other specialist managers. Top achiever award winner.

  • Senior Pensions Development Manager

    Apr 2004 - Mar 2009

  • IFA Broker Consultant

    Oct 2000 - Mar 2004
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  Aviva UK

  Mar 2009 - Nov 2015

  Strong track record of developing profitable relationships at the most senior levels with strategically significant clients. Experienced in networking & matrix management across complex organisations. Management of intricate working relationships across multiple propositions to deliver against client needs. Deep understanding of the financial services market, regulatory framework, distribution strategies, planning & implementation. Skilled in TCF, Finance, Risk & Governance. Coached in key account management skills by Cranfield University. Show less

  • National Account Manager

    Oct 2012 - Nov 2015

  • Regional Sales Manager

    Mar 2009 - Sept 2012
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  MetLife

  Apr 2016 - Sept 2017

  Intermediary Development Manager

  Member of the senior distribution leadership team, reporting directly into the Director of Business Development. Input into UK wealth management strategy, campaigns and activity. Accomplished presenter supporting the UK distribution teams through the build and delivery of insightful and thought provoking presentations to the adviser community. Also responsible for National Account relationships and business development with several leading distribution firms and professional bodies. Media trained and regular commentator and spokesperson in industry press. Show less

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  ST. JAMES'S PLACE WEALTH MANAGEMENT

  Oct 2017 - Feb 2021

  Partnership Development Manager (Transition)

  Responsible for the business development and growth of St. James's Place businesses

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  St. James’s Place Wealth Management

  Feb 2021 - now

  Senior Academy Developmen

  Business Consultant helping new Partners and Advisers to establish and grow their own business here at St James's Place Wealth Management.