Adele Thorrington-Wright Dip Cii, Cemap Email & Phone Number

Leeds, Leeds, United Kingdom

Yorkshire Uk

Managing and maintaining an effective compliance risk framework in line with Group Standards and FSA requirements by working effectively with Group Compliance Risk and business/functional headsAn excellent track record of achieving outstanding performance by focusing on organisational, team & individual delivery, maintaining an obsession on continuous improvement through; trend analysis, appropriate influence, effective coaching, as well as change, performance and sales managementExcellent track record in advice quality achieving over company standards of 90% during careerGenerated Impressive results in risk and compliance, including exceeding KPI's and advice quality

Leeds, United Kingdom

Took on the role on a secondment basis for 9 months leading and embedding a customer service culture across the Bancassurance regional team of 12 FSA’s and business partnersDrove new levels of accountability and ownership for customers in Bancassurance through the branches, Business Banking, Select and direct channels, so that advisers felt responsible for, and competent in, servicing and retaining customers rather than purely in salesWorked in partnership with the wider branch team and other channels to deliver an integrated cross channel experience to customersEnsured appropriate advice standards were met and minimised business riskUtilised in depth understanding of commerce, economic, social and technological changes.

Yorkshire

Provided a range of specialist advice on advice on Protection, Pension & Investments, including wealth Management Advice for higher net worth clients Managed £2.5 million of funds, ensuring wealth management clients regularly contacted and reviewed in order to keep the business and expand holdingsEngaged clients either within branches of via home visits maintaining close liaison with Branch Managers to ensure persistency is maintained to company standard in terms of passing referrals back to branch. Built and maintained long term relationships with internal and external customersDeveloped in depth knowledge of global markets, tax planning, company and competitor product ranges.Pro-actively addressed potential shortfalls in service delivery minimising potential complaints.Devised and agreed business plan to achieve personal sales targets, product spread and sales.Identified, analysed and recommended products and services to agreed client investment objectivesMaximised all sales opportunities utilising the full portfolio of products available. Consistently adhered to sales and submission quality standards to meet code, regulatory sales