Brian Simons Email & Phone Number

Bolton

Based within the Britannia Building Society working in retail financial sales involving collaborating with the Branch Managers to facilitate the achievement and over-achievement of targetsReason for Leaving:To move away from a retail environment into a more commercial role

Actively involved on both the criminal and youth benches in Wigan requiring the ability to make appropriate, unbiased decisions utilising sound judgement

Consistently achieving and exceeding targets for both retail and commercial sales and recognised as a top advisor both regionally and nationallyWinning places on annual conventions, including to Madrid, Rome, Venice, Arizona and Vegas, as a direct result of performance standardsManaging and motivating a team of staff, conducting regular performance appraisals and identifying and meeting their training and development needsPreparing and delivering innovative presentations to audiences of up to 100 people discussing all aspects of financial planning Reason for Leaving:Seeking a new challenging following an organisational restructure

Managing the finances for the organisation as well as being involved in running the local office on a daily basis

Warrington And Prescot

before gaining a series of promotions through to Assistant Manager responsible for 40 staff members Undertaking traditional banking duties including responsibility for lending, risk management and assisting customers with budgeting Gaining invaluable and extensive experience in Land Charges work involving taking legal charge over property Reason for Leaving:To pursue a career in the area of financial planning