Christopher Lockerbie Email & Phone Number

Lead the advisory team in providing tailored pension and investment advice, ensuring solutions align with clients' long-term financial goals and retirement plans.Conduct in-depth financial assessments and risk analyses to develop customised strategies that optimise clients’ pension funds and investments.Cultivate and maintain strong relationships with high-net-worth clients, offering expert guidance and addressing complex financial queries and concerns.Collaborate with cross-functional teams to integrate new financial products and services into client portfolios, enhancing overall value and performance.Stay abreast of industry developments, regulatory changes, and market trends to provide clients with current and strategic financial recommendations.Oversee and mentor junior advisors, ensuring adherence to best practices and maintaining high standards of client service and compliance.Deliver engaging presentations and seminars to educate clients and prospects on pension planning, investment strategies, and financial management.

Newcastle Upon Tyne, United Kingdom

Managed a portfolio of high-value client accounts, providing dedicated support and tailored solutions to meet their specific pension and retirement planning needs.Developed and executed strategic account plans to enhance client satisfaction, drive retention, and achieve business growth targets.Acted as the primary point of contact for key clients, addressing complex queries and resolving issues promptly to maintain strong client relationships.Collaborated with financial advisors and internal teams to deliver customised advice and ensure seamless service delivery across all client interactions.Monitored and analysed client account performance, providing regular reports and insights to clients and recommending improvements or adjustments as needed.Identified opportunities for upselling and cross-selling additional pension and investment products, contributing to increased revenue and client engagement.Coordinated client onboarding processes, ensuring a smooth transition and integration of new accounts while upholding high standards of service quality and compliance.

Darlington And Newcastle

Delivered exceptional customer service by assisting with inquiries, resolving complaints, and providing product information, leading to a consistently high customer satisfaction rating.Processed transactions efficiently using the POS system, handling cash and card payments with accuracy and attention to detail.Maintained a clean and organised store environment, ensuring products were well-stocked, neatly displayed, and signage was up-to-date.Provided personalised recommendations based on customer preferences, enhancing the shopping experience and driving additional sales.Assisted in managing stock levels, including receiving and organising deliveries, restocking shelves, and conducting inventory checks.Contributed to store promotions and sales events, supporting marketing initiatives and helping to achieve sales targets.Collaborated with team members to address operational challenges and support a positive work environment, contributing to team goals and customer satisfaction.