Daniel Bishop
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Daniel Bishop Email & Phone Number

Partner - Advies Private Clients at Advies Private Clients LLP
Location: Swanscombe, England, United Kingdom 6 work roles 1 school
1 work email found @advies.co.uk LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email d****@advies.co.uk
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Current company
Role
Partner - Advies Private Clients
Location
Swanscombe, England, United Kingdom
Company size

Who is Daniel Bishop? Overview

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Daniel Bishop is listed as Partner - Advies Private Clients at Advies Private Clients LLP, a with 21 employees, based in Swanscombe, England, United Kingdom. AeroLeads shows a work email signal at advies.co.uk and a matched LinkedIn profile for Daniel Bishop.

Daniel Bishop previously worked as Head of Operations and Technology at Advies Private Clients Llp and Operations and Office Manager at Cfo Lending Limited. Daniel Bishop studied at Wilmington Grammar School.

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{first}.{last}@advies.co.uk
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Profile bio

About Daniel Bishop

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 ♣

Listed skills include Human Resources, Customer Service, Office Managers, Employee Training, and 23 others.

Current workplace

Daniel Bishop's current company

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Advies Private Clients LLP
Advies Private Clients Llp
Partner - Advies Private Clients
London, England, GB
Website
Employees
21
AeroLeads page
6 roles

Daniel Bishop work experience

A career timeline built from the work history available for this profile.

Head Of Operations And Technology

London, 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 Manager

London, United Kingdom

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… 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

Apr 2010 - Dec 2016

Team Leader

Bromley, United Kingdom

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… 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

Sep 2008 - Apr 2010

Customer Relations Manager

London, United Kingdom

Directed 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.

May 2006 - Apr 2008

Customer Account Manager

London, United Kingdom

I 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.

Apr 2003 - May 2006
1 education record

Daniel Bishop education

  • Wilmington Grammar School
    Wilmington Grammar School
FAQ

Frequently asked questions about Daniel Bishop

Quick answers generated from the profile data available on this page.

What company does Daniel Bishop work for?

Daniel Bishop works for Advies Private Clients LLP.

What is Daniel Bishop's role at Advies Private Clients LLP?

Daniel Bishop is listed as Partner - Advies Private Clients at Advies Private Clients LLP.

What is Daniel Bishop's email address?

AeroLeads has found 1 work email signal at @advies.co.uk for Daniel Bishop at Advies Private Clients LLP.

Where is Daniel Bishop based?

Daniel Bishop is based in Swanscombe, England, United Kingdom while working with Advies Private Clients LLP.

What companies has Daniel Bishop worked for?

Daniel Bishop has worked for Advies Private Clients Llp, Cfo Lending Limited, Express Finance, Loomis, and Lloyds Bank.

How can I contact Daniel Bishop?

You can use AeroLeads to view verified contact signals for Daniel Bishop at Advies Private Clients LLP, including work email, phone, and LinkedIn data when available.

What schools did Daniel Bishop attend?

Daniel Bishop studied at Wilmington Grammar School.

What skills is Daniel Bishop known for?

Daniel Bishop is listed with skills including Human Resources, Customer Service, Office Managers, Employee Training, Financial Services, Microsoft Office, Payroll, and Office Administration.

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