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senior partnership development manager

Country

united kingdom

City

shropshire

Industry

financial services

Skill

nhs pension scheme, retirement planning, pensions, wealth management, financial advice, residential mortgages, loans, income protection, inheritance tax planning, personal tax planning, insurance, personal financial planning, investments, savings, financial services, change management, financial advisory

Experience

senior area manager

wesleyan

2011-1 - 2016-8 · 5 yrs 8 mos

I lead teams of Financial Consultants in both the South West and Midlands Areas. We offered holistic advise to Medical Professionals and achieved Elite Status in this time. Responsibilities included delivery of income, management of risk and recruitment.

financial consultant

wesleyan

2006-1 - 2010-12 · 5 yrs

I provided specialist financial advice to hospital doctors in the Shropshire and West Midlands area.

financial advisor

lloyds bank

2004-9 - 2006-1 · 1 yr 5 mos

I worked as a Financial Advisor within the Midlands.

senior partnership development manager

st. james's place wealth management group

2016-8 - Present · 10 yrs 2 mos

I am responsible for helping talented individuals realise their dream of running their own business within the Midlands and Lincolnshire area. My passion is for helping people transform their lives by changing the way they work. Working with me, you’ll receive full business, technical and marketing support to help your new business deliver world-class service to your clients. We help you tackle the common fears when changing from an employed to a self-employed role throughout our fully supported two-year academy. At SJP our Academy has supported a number of people to transition into a new career and set up their own successful business as fully diploma qualified Financial Advisors within the SJP partnership. Please contact me if you would like further information.