David Atkinson Email & Phone Number

- Ensure compliance with Networks and regulator’s compliance procedures for appointed representatives.- Ensure appropriate standards/procedures are followed by authorised appointed representatives.-Instruct, coach and monitor individuals, producing reports and individual training/development plans ensuring all outstanding actions are completed within.

• Advised clients on Whole of Market basis.
• Partnered and cultivated relationships with estate agents.
• Identified alternative sources to secure new business.
• Scrutinised clients new & existing protection policies and educated them on the importance & benefit of protection.

Bristol, England, United Kingdom

• Advising clients across the nation on a telephony basis.
• Developed excellent relationships with customers whilst ensuring Regulatory,Compliance, FCA and business expectations are met.
• Accessing the whole of the market, when research, recommending and securing lendingfor a variety of applicant types.
• Educating clients on mortgage preparedness, the financial marketplace and highlightingthe importance of personal protection & general insurance.
• Providing jargon-free advice on standard, specialist mortgage & equity release productsin a clear, concise and compliant manner.
• Aiding in the training & development of new advisers, providing them with the toolsrequired to act in accordance with business and FCA guidelines.

Bristol, United Kingdom

• Advised on a face-to-face and telephony basis.
• Grew and maintained a professional network through groups such as BNI, We Mean Biz& 4Networking.

Bristol, United Kingdom

• Act as an intermediary between the general public and mortgage lenders, surveyors, estate agents and solicitors. Matching customer mortgage preferences with lenders criteria.
• Promote the ethos and values of Which? In an aggressive, heavily commission led financial market.
• Develop excellent relationships with customers whilst ensuring Regulatory, Compliance, FCA and business expectations are met.
• Research the entire mortgage market and use my knowledge of lenders to find the right solution.
• Resolve complaints and find effective resolutions to barriers within the mortgage sector.
• Build a professional network and use my contacts within the market to provide an excellent service.

• Facilitated the opening of business banking accounts, and promoted Santander products. Exceeded sales targets on numerous occasions.
• Delivered excellent customer service whilst ensuring Regulatory, Compliance, Legal and Account information was understood.
• Given additional responsibility for handling complaints on a contingency basis.
• Liaised with Underwriters, Business Risk, Local Business Managers and Relationship Managers to ensure smooth customer journey and experience.
• Induction and mentoring of new starters

Southport, Merseyside, United Kingdom

• Assessed and underwritten risk for general insurance products from High Net Worth policies to domestic home policies.
• Tailored terms and conditions to policies personalised to clients’ needs and circumstances.
• Subject Specialist for change projects.
• Liaised with brokers

Southport, Merseyside, United Kingdom

• Actively promoted products to customers on an inbound/outbound call basis.
• Delivered a consistently high standard of straightforward, friendly customer service in line with regulatory demands.
• Consistently achieved and exceeded sales targets within a period of considerable change in the insurance sector.
• Built a strong network of brokers and maintained good long term relationships.