York, United Kingdom
Financial Consultancy Manager at Legal & General
Insurance
Education
Queen Anne Grammar and York Sixth Form College 1982 — 1989
A Levels, Economics, History, Maths.
Fellowship Chartered Insurance Institute
Experience
Legal & General November 2012 - Present
Legal & General November 2012 - Present
Aviva Life Insurance January 2009 - November 2012
Aviva Life Insurance January 1997 - November 2012
Lloyds TSB June 1989 - December 1996
Skills
Personal Financial..., Training & Development, New Business Development, Team Management, Investment Advisory, Mortgage Lending, Management, Wealth Management, Income Protection, Wealth, Financial Planning, Employee Training, Inheritance Tax Planning, Retirement Planning, Portfolio Management, Sales, Banking, Insurance, Pensions, Mutual Funds, Training Delivery, Financial Risk, Training, Savings, Wealth Management..., Financial Advisory, Customer Experience, Bancassurance, Critical Illness, Term Life Insurance, Strategic Financial..., Risk Management, Stakeholder Management, Fixed Annuities, FSA, Relationship Management, Finance, Life Insurance, Sales Management, Retirement, Coaching, Business Development, Investment Strategies, Business Planning, Financial Planners, Performance Management, Retail Banking, Protection, Financial Services, Investments