David Briggs Email & Phone Number

Farnborough, Gb

London & South East

In depth knowledge of advice process and report structures to support risk management within team of financial advisers. Fully conversant with record keeping process and have ability to educate, coach and train colleagues consistently.Support the delivery by being an SME to ensure Compliance with internal and external, regulatory, operational and key control systems and procedures.Proven track record of working effectively in a compliance / risk environment

London & South East

Lead, inspire, coach and increase capability of a team of financial advisers through performance management, regular observations and feedback as well as ensuring all relevant T&C procedures and record keeping is in place with KPI's being achieved.To create effective relationship management with Stakeholders to meet business objectives and maximise customer retention and acquire new customer relationships.

London, United Kingdom

Lead, inspire, coach and increase capability of a team of financial advisers through performance management, regular observations and feedback as well as ensuring all relevant T&C procedures and record keeping is in place with KPI's being achieved.To create effective relationship management with Stakeholders to meet business objectives and maximise customer retention and acquire new customer relationships.Prepare team of regulated advisers for the forthcoming RDR changes with the use of Training Needs Analysis (TNA) to ensure successful completion of Diploma qualification requirements.

London, United Kingdom

To generate new business introductions and service existing clients with their financial planning requirements by undertaking full fact finds to understand their needs on Protection, Investments and Retirement and put in place agreed solutions in a way that is easily understandable for clients.

London, United Kingdom

London, United Kingdom

Uk - National Role