United Kingdom
National Manager: Financial Education, Engagement and Employee Benefits Platform
Financial Services
Education
Cii 2008 — 2010
Diploma in Financial Planning, QCF level 4
The Open University
Mathematical Sciences, Mathematical sciences
King Edward VI College 1999 — 2001
A levels, Mathematics, English Language, English Literature, General Studies
Experience
Aviva September 2014 - Present
Aviva plc June 2013 - August 2014
Aviva plc December 2012 - June 2013
Aviva plc February 2012 - December 2012
Aviva plc October 2005 - January 2012
Coventry Building Society June 2005 - October 2005
Coventry Building Society June 2003 - June 2005
Skills
Self-driven, Financial Services, Fixed Annuities, Life Insurance, Mutual Funds, Financial Advisory, Relationship Management, Training, Financial Planners, Income Protection, Management, Protection, Insurance, Stakeholder Management, Savings, Passion to Succeed, Bancassurance, Financial Risk, Business Development, Coaching, Critical Illness, Inheritance Tax Planning, Investment Advisory, Finance, Keen Planner, Strategic Financial..., Investment Strategies, Enthusiast, Team Building, Retirement Planning, Analyzer, Account Management, Asset Allocation, Mortgage Lending, Business Relationship..., Retirement, Pensions, Investments, Quick & Eager Learner, Performance Management, Business Planning, Certified Financial..., Holistic Financial..., Training Delivery, Sales Management, Customer-focused Service, Wealth Management, Portfolio Management, Equity Release, Leadership