Ben Woollatt Email and Phone Number
An accomplished leader with 19 years of experience in the financial services sector, renowned for driving customer-centric solutions and fostering a culture of outperformance. Expertise in change management, regulatory compliance, risk management, and data analytics underpin a proven track record of delivering exceptional results. Adept at senior stakeholder management with outstanding communication skills to influence and articulate compelling visions. Committed to people development with a relentless focus on building genuine relationships at all levels to enhance collaborative efforts for business benefits. Demonstrates commercial acumen with extensive experience in creating efficiencies while managing risks effectively. A pragmatic leader who thrives in fast-paced environments, leading teams to achieve outstanding outcomes through innovation and focused decision-making. Key Skills: Strategic Thinking | Sales Management | Problem Solving | Leadership and Motivation | Business Analysis | Innovation | Information Technology | Change Management Implementation | Project & Programme Management
Quilter Financial Planning
View- Website:
- quilterfinancialplanning.co.uk
- Employees:
- 357
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Financial Planning ManagerQuilter Financial PlanningCaerphilly, Gb
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Area ManagerAegon Uk Feb 2024 - PresentOxfordshire, England, United Kingdom -
Area ManagerNationwide Building Society Aug 2019 - Feb 2024Oxfordshire, England, United KingdomAs an Area Manager, I led a team of 12 qualified Financial Planning Managers, focusing on risk management, sales management, coaching, and team leadership. I supported individual development and fostered a culture of success, demonstrating a proven track record in operational management, innovation, and focused decision-making. Recognized as a Subject Matter Expert in Office 365, information technology, and data analytics, I also served as the national lead for an ideas and feedback forum. This role involved running a monthly forum, reviewing ideas, influencing senior stakeholders, and participating in projects to deliver positive changes that benefited colleagues, clients, and the business. -
Financial Planning ManagerNationwide Building Society May 2016 - Aug 2019Witney, Oxfordshire, United KingdomBased at Witney and Wantage branches.Working closely with branch colleagues to help identify customers' financial planning needs. Providing regular coaching on a one-to-one and group basis to develop skillsets that ensure commercially viable appointments are secured.Providing honest, tailored advice to protect customers' families, futures and finances. I demonstrate an intuitive and commercial mindset that leads to appropriate customer outcomes whilst applying stringent risk management and quality controls.Access to a unique portfolio of market leading products that cover all aspects of advice including Savings, Investments, Protection and Inheritance Tax.Share best practice that develops the people within my branches to ensure my contribution helps to inspire, influence and motivate everyone in the branches to optimise their performance.
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Mortgage ConsultantNationwide Building Society Jul 2014 - May 2016Swindon, United KingdomAdvising customers and making tailor made recommendations to suit their mortgage and protection needs. Providing home insurance on a non-advised basis.Documenting my recommendation(s) in the form of a suitability letter and/or demands and needs letter to be provided to customer.Managing diary and all referrals to maximise productivity and deliver advice compliantly in every instance.
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Personal Banking ManagerNationwide Building Society Nov 2008 - Jul 2014Cardiff, United KingdomAssisting customers with a wide range of financial products including current accounts, credit cards, personal loans, home insurance, savings and investments.
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Customer HostNationwide Building Society Oct 2008 - Nov 2008Cardiff, United KingdomManaging a busy retail banking hall and assisting customers with enquiries. Making referrals to specialist advisers, depending on customers' needs.
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Customer RepresentativeNationwide Building Society Mar 2005 - Oct 2008Various - South Wales AreaCashier duties, bankage duties, providing information on products and ATM servicing.
Ben Woollatt Education Details
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Level 4 Diploma For Financial Advisers (Dipfa) -
Certificate In Mortgage Advice And Practice (Cemap)
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Ysgol Gyfun Cwm Rhymni2 A-Levels, 10 Gcses
Frequently Asked Questions about Ben Woollatt
What company does Ben Woollatt work for?
Ben Woollatt works for Quilter Financial Planning
What is Ben Woollatt's role at the current company?
Ben Woollatt's current role is Financial Planning Manager.
What schools did Ben Woollatt attend?
Ben Woollatt attended The London Institute Of Banking & Finance, Ifs University College, Ifs University College, Ysgol Gyfun Cwm Rhymni.
Who are Ben Woollatt's colleagues?
Ben Woollatt's colleagues are Ben Smart, Lee Barnes, Sachin Patel Dip Pfs, Mario Parnow, Dina Khetia, Dean Mckeough Dipfa Petr, Natasha Mcintyre.
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Ben Woollatt
Carpentry Services In And Around Bucks. Don’T Hesitate To Drop Me A Message.United Kingdom -
Benjamin Woollatt
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