Wishaw, North Lanarkshire, United Kingdom
Account Manager at Williams Lea
Financial Services
Education
IFS
DipFA, Level 4 Dip FA
The Chartered Insurance Institute
Certificate in Financial Planning & Certificate in Mortgage Advice, CF1, CF2, CF3, CF4, CF5, CF6
Experience
Williams Lea May 2014 - Present
National Australia Group August 2013 - May 2014
AXA Wealth June 2011 - May 2013
AXA Wealth March 2009 - June 2011
Clydesdale Bank May 2005 - March 2009
Skills
Team Leadership, Retirement, Training, High Net Worth..., Retirement Planning, Strategic Financial..., Wealth Management, Hands-on Problem Solver, Risk Management, Highly motivated..., Works well with people, Recruiting, Protection, Meet Deadlines, Income Protection, Interpersonal..., Management, Life Insurance, Pensions, Sales Management, Retail Banking, Investment Strategies, Bancassurance, Sales, Stakeholder Management, Financial Planners, Inheritance Tax Planning, Residential Mortgages, Team Management, Business Relationship..., Insurance, Performance Management, Mutual Funds, Leadership, Wealth Management..., Relationship Management, Investments, Holistic Financial..., works well under..., Financial Services, Business Excellence, Personal Financial..., Mortgage Lending, Financial Advisory, Fixed Annuities, Communication Skills, Wealth, Banking, Portfolio Management, Flexible Approach