This is my 6th Year with Co-op Estate Planning, where I started as an Estate Planning Consultant and quickly gained promotion to Regional Manager after just over a year in the Role. I currently Lead a diverse team of field based and home based Estate Planning Consultants to deliver outstanding commercial results and excellent customer advocacy in a fully compliant manner. Responsible for all aspects of day to day team management including absence, conduct, performance, recruitment and personal development. Training and coaching to develop team members to deliver consistently great performance, as well as supporting the coaching, training and development of colleagues across the wider Sales team. Developing and using management information to support decision making. Managing risks and compliance with SRA regulations where appropriate, completing audits, resolving customer complaints and EoD. Day to day management of B2B relationships including resolving issues, identifying opportunities, maximising referrals and training of introducers. Working with operational and legal teams (and other stakeholders) to deliver continuous improvement in consultant development, ensuring the correct outcomes for our customers.
Co-Op Estate Planning
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Regional Manager Co Op Estate PlanningCo-Op Estate Planning
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Financial Assessment OfficerConwy County Borough Council Feb 2003 - Oct 2017Conwy, Wales, United KingdomI verified, analysed and calculated financial data with a view to providing financial assistance for Clients in Residential and Nursing as well as Domiciliary and Day Care Services. Responsible for identifying and arranging Legal Charged and Deferred payments to be made on Properties. Working with vulnerable adults and the Legislation of the Social Care and Welsh Government Guidelines. -
Customer Account ManagerLloyds Banking Group Jun 1989 - Jan 2003Llandudno, Wales, United KingdomPerformed all Banking Roles up to Assistant Manager level, matching the Bank's products to Customer needs, had a lending book, Managed a Team of Staff. Sold Personal Loans, Home Insurance and generated leads for Financial services.
Frequently Asked Questions about Bernadette Parry
What company does Bernadette Parry work for?
Bernadette Parry works for Co-Op Estate Planning
What is Bernadette Parry's role at the current company?
Bernadette Parry's current role is Regional Manager Co op Estate Planning at Co-op Estate Planning.
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Bernadette Parry
He Student Records Administrator At Hartpury University And Hartpury CollegeGloucestershire -
1nhs.net
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Bernadette Parry
Gloucester
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