Christopher Paul Lloyd
12 Nant View Court
Telephone No. 01244 541077 & 07801 729 164
E-mail address: CPLloyd@freenetname.co.uk
I am a BSc Business Information Systems graduate with ambition and a
desire to continue the learning process whilst developing a successful
career in the financial services industry.
I have worked in the financial services industry for over four years and
have developed excellent personal and technical skills and proved myself
as reliable and trustworthy team member.
I see myself as a highly self motivated, proactive person and whilst I have
accomplished a lot in a short time I feel I am still able to develop further
with my greatest achievements still ahead of me.
Date of birth: 20/08/80
Marital status: Single
FPC 1 Achieved in October 2002 FPC 2 & 3 Achieved in January 2003
MAQ Achieved in October 2004 G10 Achieved April 2005
CF2 (Investment & Risk) Achieved October 2005
University of Wales, North East Wales Institute, Plas Coch Campus, Mold Road,
1998 - 2001 BSc Business Information Systems. Achieved grade: 2:2
Hawarden High School, Hawarden, The Highway, Flintshire. (1991-1998)
June 1998- A - Levels
Business Studies - Grade B
Law - Grade C
June 1996- GCSE’s
Information Systems - Grade A French - Grade B
Science (Double Award) - Grade BB Business Studies - Grade C
English Language - Grade C English Literature - Grade C
History - Grade C Maths - Grade C
June 2005 to date - National Australia Group (Yorkshire Bank) (Financial
I joined the Yorkshire Bank earlier this year in order to further my career in financial
services. I have taken on a new team of branches that have previously has no
financial service coverage. Whilst this is a great challenge I have already made great
strides in developing the teams and am starting to generate business having started
selling at the end of September.
October 2002 to June 2005 – NFU Mutual (Financial Consultant)
I was taken on as a trainee and quickly passed FPC (1,2&3) and all the internal
exams/assessments first time. I am pleased to be the only one of my initial intake
group (of 12) to have passed all exams first time and was also first to be signed off to
sell (on accompanied basis and as CAS) from this group. In February 2003 I was
signed off to start selling on an accompanied call basis and reached competent adviser
status by September 2003.
In the time with the company I had a great deal of training, with internal examinations
covering savings, investments, pensions, life assurance, trusts and Inheritance tax
I was located in a wide area covering teams in Anglesey, Caernarfon, Newtown,
Welshpool, Mold and Wrexham. I feel I have learnt a great deal of technical
knowledge and have also further developed my personal skills having sometimes had
to go that ‘extra mile’ to gain the trust of clients an introducers alike because of
Since January 2004 I improved the performance of all of the agencies that I worked
with and maintained an excellent compliance record. I did this through developing
relations with introducers and proactively canvassing existing client databases in
order to self generate business in areas where introducers were less productive.
March 2002 to October 2002 - Marks and Spencer Financial Services
This position involved dealing with customers face to face and cross selling suitable
products and also telesales for following up sales leads. I also used my knowledge
of spreadsheets to produce systems for measuring individual sales against targets and
tracking leads and sales.
November 2001 to March 2002 –NatWest (Customer Adviser)
This position involved dealing with customers face to face at the customer service
counter. This involved answering customer queries, solving problems and attempting
to spot cross-selling opportunities to provide sales leads to others.
August 1999 to June 2001 – Dixons (Part-time sales)
June 2001 to October 2001 – Dixons (Full-time sales)
During my time working in the sales team I was continually able to develop my
self-confidence and decision-making skills and also able to communicate effectively
with colleagues, superiors and all genres of the public alike.
I also achieved a high level of performance in terms of sales performance and
customer service. I achieved the top coverplan sales award for part-timers in the
entire area, as well as several awards for outstanding sales in the store. I gained a
great deal of success through my enthusiasm, determination and strong
I also gained a great deal of satisfaction from working in a closely-knit team, in terms
of being helped and providing assistance to less experienced team members.
Computer proficient - excellent knowledge of Windows and Microsoft office (in
particular Word, Excel, Access, PowerPoint, FrontPage and Project.
Full driving licence (clean) – 7 years
Available on request