Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer Email and Phone Number
Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer personal email
- Valid
Experienced Relationship Manager with over 30 years’ experience in the Finance/Insurance/Banking/Mortgage Industry. Managing and supporting High Net Worth Clients (Business & Personal)I bring a human touch to help my clients understand their financial goals, dreams and aspirations through holistic planning/support and guidance. On a business level I provide holistic planning/risk management/resilience guidance/commercial insurance plus much more through understanding your business and supporting your growth and building a creative plan to help you on you journey. I have a proven ability to work with individuals at all levels building relationships with, business owners, directors, entrepreneurs, professionals and referrals from existing clients helping them build/follow a tailored plan to suit their needs throughout their lives and supporting them through the new world of digital.I also enjoy supporting local communities and help bring people closer together.Professional Qualifications :- CeMAP, CeRER, Cert RBCB, Elite Relationship Management
Marsh Commercial
View- Website:
- marshcommercial.co.uk
- Employees:
- 990
-
Development ExecutiveMarsh Commercial Aug 2022 - PresentYorkshire Region | North | LincolnshireDevelopment Leader/Executive | Business Development Manager |Relationship Manager | Commercial Insurance | Business Resilience Planning | Business & Personal Wealth Planning | Creative Thinker | Stakeholder Management Responsible for maintaining/growing/acquiring profitable relationships for Marsh Commercial and the wider Business of Marsh McLennan. Managing and supporting clients & businesses understand their financial goals, dreams and aspirations through holistic planning/support and guidanceResponsible for building a team with the relevant technical knowledge to support companies and individuals through risk management/resilience planning /commercial insurance plus much moreUnderstand individuals and their businesses and supporting them on their growth journey through building a creative plan. Work with individuals at all levels building relationships with, business owners, directors, entrepreneurs, professionals and referrals from existing clientsDevelop and execute strategic business and commercial plans. Network with internal and external stakeholders to build a efficient business/strategic plan. Regional working which includes multiple sites, remote, virtual and agile working. -
Premier Relationship ManagerBarclays Jan 2006 - Apr 2022Leeds & West Yorkshire RegionResponsible for maintaining/growing/acquiring profitable relationships for a Barclays Bank Premier/Wealth portfolio in excess of £58+million. Develop and execute strategic business and commercial plans. Networking with internal and external stakeholders, provide leadership/coaching to internal staff/departments. Recognised go-to person for technical and expert support. Regional working which included multiple sites, remote, virtual and agile working.Selected to become a Relationship Manager in 2006 achieving success throughout my career. -
Premier Mortgage SpecialistBarclays Jan 2003 - Jan 2006National RoleSupporting all Premier Managers ensuring their clients received accurate and best advice. Provided mortgages in excess £48+ million during this period. Ranked 1st Place in the department out of 80 -
Project ManagerBarclays Jan 2002 - Jan 2003Leeds West YorkshireSuccessfully Implemented a Support Team in The Mortgage Contact Centre reducing grade of service in a positive way from 98% to 85% -
Mortgage SpecialistBarclays Jan 2001 - Jan 2002National Role -
Mortgage Area ManagerHalifax Nov 2000 - Dec 2001West Yorkshire Region -
Mortgage SpecialistHalifax Apr 1997 - Nov 2000Leeds West Yorkshire
-
Mortgage Broker Desk Team ConsultantHalifax Jan 1996 - Apr 1997Leeds West Yorkshire -
Mortgage UnderwriterHalifax Jan 1995 - Jan 1996Leeds West Yorkshire -
Mortgage UnderwriterLeeds Permanent Building Society Jan 1994 - Jan 1995Leeds West Yorkshire
-
Started My Career In Financial Serivces/BankingLeeds Permanent Building Society Jan 1992 - Jan 1994Leeds West YorkshireStarted my career as a cashier. Educated myself in several roles, upskilled myself building the foundations of my career.
Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer Skills
Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer Education Details
-
Certificate In Regulated Equity Release (Cerer) -
Centre Of ExcellenceDistinction -
Certificate Retail Banking Code Of Business, Financial Planning & Services(Certrbcb) -
The Certificate In Mortgage Advice And Practice.(Cemap)
Frequently Asked Questions about Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer
What company does Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer work for?
Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer works for Marsh Commercial
What is Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer's role at the current company?
Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer's current role is Development Executive-Marsh Commercial |Business Development Manager |Relationship Manager | Commercial Insurance|Business Resilience Planning |Business & Personal Wealth Planning |Creative Thinker|Stakeholder Management.
What is Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer's email address?
Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer's email address is cl****@****ail.com
What schools did Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer attend?
Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer attended The London Institute Of Banking & Finance, Centre Of Excellence, The London Institute Of Banking & Finance, The London Institute Of Banking & Finance.
What skills is Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer known for?
Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer has skills like Business Resilience, Banking, Business And Personal Planning, Client Relations, Wealth Preservation Planning, Credit Cards, Sales, Wealth Management Services, Business Acumen, Networking, Portfolio Management, Cross Selling.
Who are Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer's colleagues?
Claire Elsworth-Pranczke Cert Cii, Cemap, Certrbcb, Cerer's colleagues are Stacey Jones, Lynsey Smith, Gemma Haythorne Ba (Hons), Acii, Catherine Beynon, Sam Morris Dip Cii, Samuel Madder, John Aspinall Acii.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial