DOB - 09th December 1966 10, ELLISON DRIVE, BANBURY, OXFORDSHIRE, OX17 1GH. TEL : 01295 278444 MOB : 07900 513317 EMAIL : firstname.lastname@example.org P E T E R S T R AT F O R D OBJECTIVE I want to enhance my career further by creating, leading and enhancing a future business strategy for success by having a higher profile within a leadership team. I seek to continuously develop and apply my attitude, skills and knowledge. My personal objectives drive the desire to achieve reward and recognition. I believe that success is the result of being a clear thinker, having external focus, trust in your team, being trusted, pride, and hard work. FUNCTIONAL SUMMARY Area Manager, GE Money Home Lending My main objective is to continuously raise the standards of the team. My current role of Area Manager carries key responsibilities: To supervise and report on adviser performance, KPIs, and KRIs to ensure that standards are achieved and maintained. To identify development needs, provide feedback and agree a remedial action plan if the required standards are not met. To complete the supervisory activities as per the T&C Scheme. To maintain adequate documentary evidence of supervisory activity in the T&C files, including the validation of CPD. To gain and maintain personal competency both as an adviser and a supervisor. To assist in the recruitment, stage 1 and stage 2 training processes of new entrant advisers. To plan, present, discuss and agree actions in a monthly team meeting. SUMMARY OF QUALIFICA TIONS AND ACHIEVEMEN TS July 1994 - February 1997 Chartered Insurance Institute Financial Planning Certificate - Papers 1, 2, and 3. December 2003 Institute of Financial Services CIB Level 3 Certificate in Mortgage Advice and Practice July 2005 GE Money Home Lending Presentation Skills Course How to present to an audience September 2005 GE Money Home Lending Sales Force Effectiveness Course January 2006 GE Money Home Lending Area Manager of the Year Award (South) 2005 May 2006 GE Money Home Lending Building an Essential Leadership Course Effective coaching and feedback August 2006 Driving Risk Solutions Driver Proficiency Training August 2006 GE Money Home Lending Supervisor Re-accreditation Course Pass Annual assessment for Competent Supervisor Status August 2006 GE Money Home Lending Online Spirit and Letter Training and Assessments August to December 2006 GE Money Home Lending Member of Conversion Project Performance Mirror Team To help develop effective MI December 2006 3 advisers in top 5 of Southern League Table October 2006 nd Presented 2 Charge Market Overview to SMT January 2007 GE Money Home Lending Presented at National Sales Conference to 120 delegates January 2007 Award for Top Area Manager for Sales March 2007 BRT Champion - Southern Region Nominated for GE Green Belt Six Sigma Training Programme for 2007. EMPLOYMENT April 2005 to date Area Manager, GE Money Home Lending Post position and duties are as above. May 2003 to April 2005 Mortgage Adviser, GE Money Home Lending Working from home, to provide advice and recommendation service to clients mainly seeking to remortgage in the non-conforming mortgage market from the appointments arranged by the Company. To advise clients and provide solutions to their mortgage protection needs. To demonstrate a compliantly documented client file. To make home visits at the convenience of the client. To manage pipeline business by liaising with clients and other GE departments to a successful completion. To keep up to date T&C records on activity. Maintain competence by means of training and assessment as per the T&C scheme as necessary. To work within a sales team environment, interacting with other team members. January 2000 to May 2003 Mortgage Broker and IFA, Mike Swann Financial Management Ltd. Working from local office, to provide independent advice to clients who wish to purchase a property or remortgage. To provide an independent mortgage and mortgage protection solution by researching the whole marketplace. To provide advice and recommendation to clients in other areas of their financial planning needs. To compliantly document evidence of the recommendation and the reasons for the solutions. To make home visits at the convenience of the client. To prospect and introduce new clients to the business and wholly manage own appointment diary. To develop lead generation initiatives. Provided group pension and employee benefit schemes to small businesses with key decision makers To service the existing client bank. To arrange own product training and CPD activities. To manage own pipeline business to a successful completion by liaising with lenders, insurance and investment companies involving a smooth working relationship with their Broker Consultants and processing staff. To work within a team in a small family run business. July 1994 to January 2000 Financial Adviser, Britannic Assurance PLC Similar role to above, but providing solutions as a tied adviser in a home service capacity EDUCATION 1978 - 1983 Drayton Comprehensive School, Banbury Oxon. Attained 4 “O” Levels and 7 CSEs. RECREATIONAL INTERES TS Regular physical exercise - try to swim at least twice per week Long standing interest in motor racing, especially F1 Like to travel as much as possible REFERENCES Shaun Barton, Regional Manager, GE Money, St David’s Court, Union Street, Wolverhampton, WV1 3JE.
Pages to are hidden for
"CV Peter Stratford"Please download to view full document