Dan G. Email & Phone Number

Helping to spread the word about Sparrows Capital multi award winning capped fee MPS of just 0.1% that drops to 0% at 240k. Aligning perfectly with consumer duty it's built to benefit the end client (advisers clients) and could just be the best client-centric MPS on the market! Available in the accumulation space as factor, market and ESG ranges. Now also available as part of an innovative retirement income solution with Just Group that is perfectly aligned with the recommendations of the recent thematic review.

Exeter, United Kingdom

- Building effective relationships at all levels to create leads into specialist markets across the UK, US and EMEA including FTSE 100, AIM, Fortune 500 and other international companies. - Implementing tactical plans to ensure the success of complex campaigns for lawyers, accountants, actuaries, asset managers, insurers and tech businesses by arranging qualified meetings with c-level decision makers.- Responsibility for managing client accounts, building relationships, adding value and creating opportunity. - Nurturing prospects across days, months and years to win significant new business and ensure ROI.

Exeter, United Kingdom

Managing a caseload of successful sales and pro-actively moving them from instruction to completion whilst following NAEA guidelines.Developing relationships with key stakeholders such as solicitors, surveyors and architects.

Exeter, United Kingdom

- Working to reduce the cost of personal injury claims by managing a caseload of claimants on an unrepresented basis from injury to settlement personally saving over £1,000,000.00 in third party legal costs.- Improving the claimant process through a joint project with the RAC, third party suppliers and internal audit.- Building relationships with key stakeholders such as solicitors and medical specialists.- Delivering induction, soft skills and technical training for new staff as well as management training for aspiring managers. Coaching and mentoring as required.- Treating Customers Fairly and Complaints contact, dealing with escalated cases and finding resolutions.

Exeter, United Kingdom

- Managing a high street furniture shop in Exeter's busy guildhall.- Responsibility for opening, closing, selling, stock levels, order deliveries, banking, managing staff.

Bachelor Of Science - Bs, Psychology, 2:1

Nlp Practitioner

Btec Level 2, Life Coaching

Diploma, Animal Behavior And Ethology

Diploma, Pet Psychology