Andy Gee Email & Phone Number

- Design, management and evaluation of group T&C Scheme, encompassing regulated Home Finance, Non-Investment Insurance & Investment business- Design, management and evaluation of risk-based supervision and audit programme, to identify, then manage risks highlighted- Second line training, coaching, supervision and management of T&C Supervisors, in line with the T&C Scheme and company procedures- Design, resource, delivery and evaluation of group regulated training activities, including induction courses, as part of ongoing CPD activities- Management of key strategic projects, e.g. selection, design, testing, training and implementation of Point Of Sale (POS) system- Responsibility for design and delivery of compliance support proposition to directly authorised firms- Group specialist for Investment business, including responsibility for design, delivery, management and evaluation of sales procedures, sales support, and compliance support, whilst assisting group due diligence processes

- Supervision, training, coaching and support of Relationship Managers, giving life, pension, investment, mortgage and general insurance advice to HNW clients- Development of Relationship Manager skills / sales towards achievement of sales targets and Competent Adviser Status (CAS)- Training & Competence responsibility for advice given by Relationship Managers & record keeping whilst under direct supervision- Training, coaching and support of Line Management in undertaking regulated supervisor activities

- Management of sales training team with responsibility for design, resource, delivery and evaluation of induction, management, corporate and regulatory (CeFA) courses- Responsibility for assessment and authorisation of Direct Sales Consultants, IFA Consultants & Sales Managers to carry out daily activities- Design, delivery and evaluation of training and development activities in the following areas; - Sales Skills / Generic Knowledge - Training / Coaching / Feedback / Assessment / Monitoring / Record Keeping - Knowledge of Personal & Corporate Products / Processes & Procedures - Knowledge of Training & Competence Scheme / Regulatory Framework - POS systems / Lotus Notes / Word / Powerpoint

- Training & Development Consultant for branch management- Identification of Branch Manager training / coaching needs based on evidence from key performance data- Delivery of appropriate training / coaching to enhance performance in the sale of banking products, general insurance products and referral of regulated business- LBIS branch representative for pre and post sale queries relating to all general insurances e.g. buildings / contents / loan insurance / ASU / travel / PMI- Observation and feedback on management interviews as a development tool in the sales process (including SPIN sales technique)- Line Management training / coaching on observation, debriefing and coaching skills

- Sole responsibility for training / coaching branch staff in the marketing of banking, regulated & general insurance products- Responsibility included identification and agreement of staff individual targets, followed by monitoring of performance and development of skills / knowledge- Appointed Company Representative for regulated sales

Education record

H15 - Supervision & Sales Management J10 - Discretionary Investment Management CF8 - Long Term Care Insurance SV1 - Savings & Investment.

Education record

Education record

Education record

P01 - Diploma in Insurance - Insurance Practice

Education record

Education record

6 'O' level pass grades (including English Language and Mathematics)