Senior Mortgage & Protection Advisor at Mortgage Advice Bureau (2014-01 – Present)
Acting as an Appointed Representative for Mortgage Advice Bureau working with introducers to maximize leads and identify referral opportunities. Conducting comprehensive mortgage and protection consultations with expert advice tailored to client situations.
- Acting as an Appointed Representative for Mortgage Advice Bureau and working with a large variety of Introducers to maximize leads generated to successful completion of clients mortgage and protection needs and identify referral opportunities for Estate Planning and Wealth
- Building relationships with Estate Agents to promote more leads through regular reviews, feedback and meetings
- Completing fact finds via face to face, telephone and Zoom/Teams
- Conduct comprehensive mortgage and protection consultations, offering expert advice on mortgage and protection products and solutions tailored to each client's situation
- Responsible for managing own leads and ensuring client appointments are within company and regulatory timeframes for mortgage and protection cases
- Championing Consumer Duty to ensure the best customer journey and maintain high level of Feefo feedback reviews
- Ensuring continuation of professional development is maintained and submitted cases fully compliant to company and regulatory standards
Mortgage & Protection Advisor at Platinum Life Solutions | Carrington Carr Group services (2011-06 – 2014-01)
Acting as an Appointed Representative for Intrinsic managing leads and client appointments. Responsible for taking Will Instructions and identifying additional needs for cross-selling mortgage and protection products.
- Acting as an Appointed Representative for Intrinsic and ensuring continuation of professional development is maintained and submitted cases fully compliant to company and regulatory standards
- Responsible for managing own leads and ensuring client appointments are within company and regulatory timeframes for mortgage, protection and will cases
- Responsible for taking Will Instructions from clients and identifying additional needs and maximizing cross selling to suitable mortgage and protection products
- Responsible for accruing new business leads and sales from existing client database
- Responsible for identifying other areas of need from clients and refer to other departments for further advice and recommendations, such as Pension Transfers
- Designed and implemented a 'Sales Tracker' tool for all consultants to use to track their appointments and subsequent sales to assist in their management of targets
- Assisted in the design and implementation of a new Estate Planning, Protection and Mortgage Fact Find document which is being used by all consultants and also a Presenter document to record all recommendations in line with compliance and company standards
Team Manager at Epson (UK) Limited (2002-08 – 2011-05)
Directly managing Business Support and Dealer Management Teams through quality initiative development programs and technical training. Responsible for driving Customer Interaction Centre's performance and championing added value services.
- Responsible for directly managing the Business Support and Dealer Management Teams, through ongoing quality initiative development programs and technical training, to ensure consistent progression and development of each employee
- Responsible for the Specialist Engineering Group and the control and maintenance of their on-site appointments
- Responsible for driving the Customer Interaction Centre's performance and to champion added value services to maintain customer loyalty, through evaluation of Service Level Agreements and Key Performance Indicators in line with customer and business needs
- Successfully tendered and implemented new concepts into the centre, including a knowledge base system for internal and external use and development of real time and historic reporting functions for the purpose of input to department strategy to improve service delivery to customers and maximising revenue whilst decreasing running costs
- Responsible for the systems management, implementation and maintenance of the Customer Interaction Centre's quality and training monitoring tool, knowledge base, call recording and database reporting
- Responsible for promoting quality single practice within the Customer Interaction Centre and that staffing levels are maintained, training needs are met, routes of progression for all team members and their performance is reviewed and suitable targets are in place and communicated
- Regularly involved in visiting external companies and customer sites to promote the company, evaluate the effectiveness of engineer repairs and tender new service contracts
Security Officer at Sabrewatch Security Services Limited (1998-05 – 2002-08)
Responsible for active engagement of theft prevention techniques and monitoring control of stocks and auditing procedures.
- Responsible for active engagement of theft prevention techniques
- Monitored the control of stocks and auditing procedures, ensuring safe working practices
- Responsible for the accurate creation of documents in pursuing legal proceedings and liaising with local authorities
Quality Control Inspector at NDM Manufacturing Limited (1996-04 – 1998-05)
Responsible for inspection of automotive components for quality issues and recommending improvements in the manufacturing process.
- Responsible for the inspection of automotive components for quality issues and recommending improvements in the manufacturing process
- Handling customer complaints and liaising with engineers in quality development meetings
Assistant Building Surveyor at General Accident (1994-06 – 1996-04)
Aiding the senior surveyor in all aspects of domestic mortgage valuations and structural surveys with responsibility for creating accurate valuations and survey reports.
- Responsible for aiding the senior surveyor in all aspects of domestic mortgage valuations and structural surveys
- Responsible for the creation of accurate valuations and survey reports
