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Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Pension Funds, Financial Advisory, Insurance, Portfolio Management, and Business Relationship Management. Strong finance professional graduated from Impington Village College..
Forester Life Limited
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Financial AdvisorForester Life Limited Mar 2015 - PresentCambridge, England, United KingdomService Existing Clients which includes Pensions, Protection.Savings and investments as a home service company.
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Financial ConsultantLloyds Banking Group Mar 2007 - Mar 2015Huntingdon Seeing customers on a 1:2:1 and helping with their protection needs I Currently manage 4 other advisers with weekly 1:2:1, Risk profiles and observations Meeting all daily, weekly, quarterly Needs Met Targets Daily coaching and development of all colleagues. Helping achieve a strong Net Promoter Score individually, as a team and also for each branch. Working closely with other specialists i.e., mortgage advisers to ensure that all possible referrals opportunities are seen by them directly to help with their needs. -
Financial AdvisorCis Insurance Services Mar 1996 - Mar 2007Peterborough Seeing customers on a 1:2:1 basis via a home service to help and advice on their protection, Investment and Home buyer needs. Managed my own personal diary on a daily, weekly and monthly basis effectively. Meeting all daily, weekly, quarterly Needs Met Targets by utilizing my existing client portfolio of customers which I held under my management, which by the time I left was over 500 existing customers. Helping achieve and build strong, continuous and long lasting relationships within the local network and community.
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Financial AdviserRoyal London Mar 1994 - Mar 1996Cambridge, United Kingdom Directly managed 6 existing Financial Adviser which entailed maintaining there performance, risk and product training and development. Tasked to successful recruit new and existing advisers to add to the team. Manager the monthly rota’s, payroll, diaries and licensing. .
Dave Thorne Skills
Dave Thorne Education Details
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Impington Village College.
Frequently Asked Questions about Dave Thorne
What company does Dave Thorne work for?
Dave Thorne works for Forester Life Limited
What is Dave Thorne's role at the current company?
Dave Thorne's current role is Financial Advisor at FORESTER LIFE LIMITED.
What is Dave Thorne's email address?
Dave Thorne's email address is dt****@****ers.com
What schools did Dave Thorne attend?
Dave Thorne attended Impington Village College..
What skills is Dave Thorne known for?
Dave Thorne has skills like Mortgage Lending, Income Protection, Protection, Fpc 1, Maq, Investments, Customer Service, Financial Advisory, Financial Services, Pensions, Portfolio Management, Relationship Management.
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Dave Thorne
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David Thorne
Transformation Director At Well Up North Pcn And The Northumberland Medical Alliance - Views Are My Own, But Should Be The Views Of Far More Powerful People!Wytham2nhs.net, mtechaccess.co.uk -
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