Jay Pitt

Experience

• 

  Royal Navy

  Nov 2006 - Jan 2011

  Able Seaman

  Based on HMS Ark Royal for 4 years, acting as the Helmsman, assiting in replenishment at sea and driving the Royal Navy's Pacific 22 RIBs

• 

  Skandia

  Jan 2011 - Dec 2013

  Assitant Team Leader, assisting financial advisors and clients

  • Assistant Team Leader

    Dec 2012 - Dec 2013

  • customer services representative

    Jan 2011 - Dec 2012
• 

  Old Mutual Wealth

  Dec 2013 - May 2022

  Face to face appointments with Restricted and Independent financial advisers to assist them using Old Mutual Wealth's platform, Heritage website and planning tools. I will ensure the advisers are using best practise meaning they can focus more time on their customers and that we can seamlessly integrate with the way they work. Managed a virtual regional team of adviser support agents and sales support agents with numbers up to 22 people. Ensuring the relationship with Customer Service and Sales support was as strong as it could be for both the financial advisers and the field based sales consultants.

  • E-Business Specialist

    Oct 2015 - May 2022

  • Team Leader

    Dec 2013 - Oct 2015
• 

  Wealthtime

  May 2022 - now

  Novia was created in 2008 to provide Advisers with the tools, service and investment range needed to achieve positive investment outcomes for their clients – at every stage of the investment lifecycle. This is still at the heart of everything we do. Our online technology and investment offering is continually evolving, with over 350 Fund Managers and more than 100 DFMs constantly adding to their ranges available through Novia.Novia offers a full range of product wrappers including third party options.We also offer access to a very broad range of investments including funds from the UK and abroad, Exchange Traded Funds, Structured Products, Cash Deposits and access to Equities, Investment Trusts and Bonds via a share dealing account. Truly independent, Novia is backed by a combination of private individuals and corporate organisations. Show less

  • Territory Sales Manager

    Nov 2023 - now

  • Territory Sales Manager

    May 2022 - Nov 2023