Chris Harris

Experience

• 

  AA Life

  Mar 1990 - Jun 1996

  Branch Manager

  Recruitment, selection, training, development and performance management of agents. Planning and setting individual goals to align with management targets. Authorisation, control, preparation and reporting on the branch budget incorporating sales, manpower, expenditure and customer retention.

• 

  TaxEdge

  Jul 1996 - Feb 2005

  Managing Director

  Business Owner. Established a tax and accounting practice for SME's and individual taxpayers. Drafting and presentation of Financial Statements, managements reports, budgets, forecasting and cash flow projections. Completion and computation of tax returns, checking assessments and handling Revenue Services queries incorporating tax planning and advice, payroll implementation and support. Built a strong team of support staff and maintained high morale in a stressful and deadline driven environment Show less

• 

  Absa Group

  Mar 2005 - Aug 2012

  Financial Adviser

  Business development of corporate customers by collaborating with business bankers for new opportunities. Ring fencing the bank's customers by aligning the banks KPI's with brokerage targets. Gathering client’s financial information, establishing needs, financial risk analysis, identifying appropriate solutions, making recommendations and implementing.

• 

  Old Mutual South Africa

  Sept 2012 - Jan 2014

  Executive Financial Adviser

  Employed to set up and develop a business wealth and protection market. Networked with influential business owners to establish a corporate client base.

• 

  Efficient Wealth (Pty) Ltd

  Feb 2014 - Mar 2017

  Branch Manager and Specialist Financial Adviser

  Setting up and monitoring effective workflow systems encompassing management reporting, compliance documentation and control and management of the branch budget. Staff management and supervision. Networking, collaborating and cultivating relationships with Chartered Accountants. Maximising business protection and investment opportunities within their client base. Utilisation of financial advisor software to gather information, identify client needs, analyse and interpret information and present recommendations. Conducting regular client reviews. Show less

• 

  Handypay

  Sept 2017 - Mar 2018

  Business Development Manager

  Sales and installation of card payment facilities to SME's in greater Southampton area. Face to face interaction by engaging, negotiating and persuading business owners to implement new facilities or switch over from existing providers.

• 

  Business Protection Expert Ltd

  May 2018 - Feb 2019

  Business Protection Adviser

  Developed new business opportunities and selling business protection cover. Engaging customers to obtain a deep understanding of their needs and analysing and interpreting information to prepare and present viable solutions. Advising, making recommendations and building sustainable relationships.

• 

  Synaptic Software Limited

  Apr 2019 - Sept 2020

  Relationship Manager

  Growth of new business in financial services software to Financial Advisers. Demonstrations via Microsoft Teams of wealth and investment research software including the following tools; product and fund research, income draw-down, platform due diligence, fee comparisons, stochastic goal planning, risk rating as well as online protection and annuity quotation software.

• 

  IPipeline UK

  Sept 2020 - now

  Solution selling and online demonstrations of SolutionBuilder, PreQuo Services, Alpha Trust (e-document solution), Integration and API Services and a D2C online offering. Business Development for lead generation. Sales and online demonstrations of SolutionBuilder and PreQuo Services - online lead generation tool, risk probability reports and a system to nurture customers through the protection journey. Supporting the Sales Manager with motivation and management of sales team. Sales campaign planning and delivery. Reporting on sales team performance and supporting training. Appointed during lockdown. Telephone sales and online demonstrations of financial adviser protection software. An enhanced protection sourcing tool SolutionBuilder.

  • Sales Lead – Client Distribution

    Jul 2022 - now

  • Senior Sales Consultant

    Jul 2021 - Jun 2022

  • Sales Consultant

    Sept 2020 - Jun 2021