Sharon Mullen

A Level 4 Diploma and Certificate in Mortgage Advice (CeMAP equivalent) qualified Financial Professional with over 20 years of premier financial services experience. Proven track record in regulated provider environments specialising in protection, client relationship management, and navigating complex regulatory compliance. Demonstrates deep commercial maturity and a client-focused approach, perfectly suited to delivering compliant, high-quality mortgage and protection solutions within an advisory practice.

Protection Administrator - Self-Employed Practice

(2024-11)

• Managed dedicated protection administration for a self-employed business, handling complex cases and client coordination.
• Oversaw end-to-end processing of life, critical illness, and income protection structures to ensure seamless compliance.
• Maintained an organised framework for client files, balancing business growth with regulatory diligence.

Account Manager / Technical Consultant - Royal London, UK

(2011-11 - 2024-11)

• Served as primary technical pension and protection lead for Financial Advisers, specialising in complex retirement and corporate business solutions.
• Translated sophisticated legislative and regulatory changes into clear, actionable guidelines for advisory firms.
• Maintained a stellar 13-year track record of high performance, technical accuracy, and strict regulatory compliance.

Mortgage & Protection Adviser - Finesco Financial Services

(2011-04 - 2011-11)

• Provided bespoke mortgage solutions to ensure optimal client outcomes.
• Delivered expert financial guidance to secure competitive lending deals.
• Managed a diverse portfolio of protection policies to mitigate all risk.

Account Manager - McCurrachs (on behalf of Living Time)

(2009-10 - 2011-04)

• Managed a panel of 300 adviser firms with a specific technical focus on retirement planning and decumulation strategies.

Account Manager - Prudential, UK

(2004-10 - 2009-11)

• Guided 200 IFA firms through significant market and regulatory shifts, including the RDR transition framework.

Certificate in Mortgage Advice

Regulated Level 4 Diploma in Financial Planning

Certificate in Financial Planning