Daniel Bishop Email and Phone Number
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Highly experienced financial services professional with career history in office and operations management, customer service, and team training. Strong knowledge base in industry regulations in working with agencies including the FCA to ensure attainment of compliance requirements. Excellent trainer and mentor supporting staff across departments including lending, customer service, and financial advice; educate staff on financial crime prevention, DPA, and TCF considerations including customer’s financial difficulties and fair industry practices. Possess experience in managing office facility moves, handling HR management including staffing, interviewing, recruitment, and performance appraisals. Excellent ability to manage IT services as well as development and delivery of MI data (Power BI) for an office environment. IFA Operations expert, driving new process changes .Areas of Expertise include:♣ Compliance Management ♣ Department Management ♣ Financial Program Management♣ IT Management for Offices♣ Fair Lending Practices ♣ Customer Relationship Building♣ Power BI ♣
Advies Private Clients Llp
View- Website:
- advies.co.uk
- Employees:
- 21
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Partner - Advies Private ClientsAdvies Private Clients LlpLondon, England, Gb -
Head Of Operations And TechnologyAdvies Private Clients Llp Apr 2017 - PresentLondon, Greater London, United Kingdom· Provide accurate and consistent specialist advice and support to Financial Advisers and IFA Administrators on all aspects of company employment policy and employee relations issues.· Manage and motivate the team on a day to day basis· Ensure that the HR system is effectively maintained and kept up-to-date.· Carry out improvements to work processes as required and identify areas where services can be improved.· Assist in the management of the employee life cycle.· Produce… Show more · Provide accurate and consistent specialist advice and support to Financial Advisers and IFA Administrators on all aspects of company employment policy and employee relations issues.· Manage and motivate the team on a day to day basis· Ensure that the HR system is effectively maintained and kept up-to-date.· Carry out improvements to work processes as required and identify areas where services can be improved.· Assist in the management of the employee life cycle.· Produce Weekly and Monthly MI Reports to be distributed to the Partners of the Firm for both the Financial Services and Mortgage Business.· To compile and complete Adviser statement· Compile and submit the monthly payroll as well as the companies G.P.P Scheme.· Creation and ongoing monitoring of bonus scheme for all staff· Set up and management of a full internal data cleanse. · Undertake 6 monthly staff reviews for all admin staff (New CPD document created for this to monitor all staff ongoing performance)· Recruitment for all roles within the business.· Produce full training guides and policy documents covering all areas of the Mortgage and Financial Services Business. Drive process changes across the business to increase revenue and client services· Creation and distribution of sales pipeline for mortgages to all Mortgage Advisers.· Developed and implement a new CRM system· Project Management from small to large scale projects.· Process Improvements across all aspects of the business. Show less -
Operations And Office ManagerCfo Lending Limited Apr 2010 - Dec 2016London, United KingdomServed in multiple roles with high-level responsibility for ensuring seamless office operations and optimisation of processes in the customer relations and collections departments. Lead team of 50 in the areas of underwriting, debt collection, and customer service. Oversee business processes for the underwriting business unit; train and mentor teams on documentation, financial crime prevention, CPA, and working with clients in financial challenges as well as implementing fair practices in… Show more Served in multiple roles with high-level responsibility for ensuring seamless office operations and optimisation of processes in the customer relations and collections departments. Lead team of 50 in the areas of underwriting, debt collection, and customer service. Oversee business processes for the underwriting business unit; train and mentor teams on documentation, financial crime prevention, CPA, and working with clients in financial challenges as well as implementing fair practices in lending. Coordinate processes to align with government compliance regulations. Oversee staffing and recruitment, including training and performance management programs. Key Accomplishments:• Served as key leader during start-up phase of company; contributed to meeting OFT regulations and promoting business growth in lending services. • Implemented processes to boost business lending from £100,000.00 per month to £5 million.• Trained collection team members to utilise strategic debt collection tactics that reduced delinquency rates from 30% to 12%.• Seamlessly handled escalated complaints from the British Cheque and Credit Association, the CCTA and any from the Financial Ombudsman Service. • During 2014, selected as Head of Collections to manage regulatory processes related to changes in the Financial Conduct Authority; re-strategised processes to align with fair lending and positive customer service practices. • Collaborated closely with the Financial Conduct Authority while rewriting company policies and procedures for company to pass the S166 report and receive full Credit Licence.• Ensure company continually aligns daily practices with FCA Releases on TCF as well as CONC Section 7 practices. • Developed a full income and expenditure document in-line with industry standards for fairness and affordability in customer loan payment schedules• Trained staff members in financial crime prevention, DPA, financial difficulty, and treating customers fairly. Show less -
Team LeaderExpress Finance Sep 2008 - Apr 2010Bromley, United KingdomTrained, supervised, and managed team of loan underwriting professionals to improve daily performance and support organisational success. Wrote the Lending Manual for new and existing staff members. Served in the collections department handling outstanding customer accountsKey Accomplishments:• Executed strategic processes to support and encourage staff to exceed performance objectives. • Oversaw comprehensive program implementation to meet government and industry compliance… Show more Trained, supervised, and managed team of loan underwriting professionals to improve daily performance and support organisational success. Wrote the Lending Manual for new and existing staff members. Served in the collections department handling outstanding customer accountsKey Accomplishments:• Executed strategic processes to support and encourage staff to exceed performance objectives. • Oversaw comprehensive program implementation to meet government and industry compliance regulations. Show less -
Customer Relations ManagerLoomis May 2006 - Apr 2008London, United KingdomDirected relationship management strategy and coordinated business-to-business partnerships between company depots and large UK-based banks with ATM machines. Supervised teams ensuring the timely and accurate allocation of cash at ATMS. Oversaw processes and procedures to meet SLAs, delegated team priorities and workloads, and participated in client meetings. Compiled and reported on data. Managed technical queries for field-based team members. -
Customer Account ManagerLloyds Bank Apr 2003 - May 2006London, United KingdomI Joined Lloyds TSB as a Customer Account Manager. I worked in the Local Branch as a Cashier as well as on the welcome/help desk. After proving myself to be an articulate Customer Account Manager, I have been assigned to join other short-staffed branches throughout the South East of London. ♣ Cashiering♣ Compliance♣ Fraud Prevention.♣ Opening Bank Accounts♣ Referring Leads to the Sales Team. ♣ Dealing with Complaints.
Daniel Bishop Skills
Daniel Bishop Education Details
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Wilmington Grammar School
Frequently Asked Questions about Daniel Bishop
What company does Daniel Bishop work for?
Daniel Bishop works for Advies Private Clients Llp
What is Daniel Bishop's role at the current company?
Daniel Bishop's current role is Partner - Advies Private Clients.
What is Daniel Bishop's email address?
Daniel Bishop's email address is da****@****s.co.uk
What schools did Daniel Bishop attend?
Daniel Bishop attended Wilmington Grammar School.
What skills is Daniel Bishop known for?
Daniel Bishop has skills like Human Resources, Customer Service, Office Managers, Employee Training, Financial Services, Microsoft Office, Payroll, Office Administration, Customer Relationship Management, Staff Training, Staff Development, Policy Writing.
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