David Prince

David Prince Email and Phone Number

Seeking New Opportunities in Training & Competence/Development & Conduct areas @
David Prince's Location
Shrewsbury, England, United Kingdom, United Kingdom
About David Prince

Actively looking for a new opportunity - I am an experienced dedicated professional, with Lloyds banking Group. I have 24 years of Management, Business Development/Compliance and Customer Service knowledge, gained within the highly regulated Financial Services sector.An effective communicator, with a passion for creating the correct environment, supporting and treating colleagues appropriately, as well as putting the client at the heart of everything I do. This approach has been highly beneficial to the business through the consistency of message during recent periods of significant change. I am personable, conscientious, organised, trustworthy and have strong listening skills.___________________________________________________________________Summary___________________________________________________________________Level 4 Qualified, with CeMAP, and a proven track record of consistent adviser performance against, and development towards, Key Performance Indicators.Operating in a professional capacity in a highly regulated area.Managerial experience including; people development, training, and coaching.Experience of identifying and taking advantage of business development opportunities.Excellent presentation skills, proficient in presentation construction and delivery.Organised, self motivated.___________________________________________________________________* Development of financial advisors through ongoing coaching, monitoring and assessment with accurate record keeping.* Responsibility for New Entrant progress* Identification of trends through analysis of KPI and other data and implementation of corrective action where required.*Working closely with and supporting Sales Managers to ensure consistent supervisory approach and to develop compliant profitable sales* Responsible for delivering New Products and process changes whilst maintaining “business as usual”

David Prince's Current Company Details
Citizens Advice Bureau Shropshire

Citizens Advice Bureau Shropshire

Seeking New Opportunities in Training & Competence/Development & Conduct areas
David Prince Work Experience Details
  • Citizens Advice Bureau Shropshire
    Pension Wise Case Worker
    Citizens Advice Bureau Shropshire Feb 2015 - Present
    Shropshire
    Senior guidance case worker with supervisory and coaching responsibility for guidance agents and administration support. Delivering face to face guidance to clients across Shropshire using Pension Wise process, (including provision of summary documents), training to bureau staff and awareness sessions to other voluntary sector partners. Marketing and promotion to raise awareness and appointment levels.
  • Citizens Advice Bureau Shropshire
    Pension Wise Case Worker
    Citizens Advice Bureau Shropshire Feb 2015 - Present
    Senior guidance case worker with supervisory and coaching responsibility for guidance agents and administration support. Delivering face to face guidance to clients across Shropshire using Pension Wise process, (including provision of summary documents), training to bureau staff and awareness sessions to other voluntary sector partners. Marketing and promotion to raise awareness and appointment levels.
  • Lloyds Banking Group
    Development & Conduct Manager
    Lloyds Banking Group Mar 2011 - Dec 2014
    West Midlands
    Pro-actively promoting a high performance culture, providing regular coaching and other one-to-one support to a team of Commercial Wealth Advisers and Commercial Business Protection Specialist Advisers, who advise business owners on both their business and personal financial needs. Provide first line supervision, maximise the advisers immediate performance development, develop longer term potential and capabilities, quickly identify and effectively manage under performance. Frontline supervision of a team of 10 Commercial Financial Advisers working in the SME market, advising Directors across their business and personal protection, investment and pension needs.

David Prince Skills

Banking Retail Banking Stakeholder Management Financial Risk Microsoft Excel Credit Risk Risk Management Outlook Financial Services Customer Service Windows Credit Microsoft Office

David Prince Education Details

  • Royal Hospital School
    Royal Hospital School
  • Royal Hospital School
    Royal Hospital School

Frequently Asked Questions about David Prince

What company does David Prince work for?

David Prince works for Citizens Advice Bureau Shropshire

What is David Prince's role at the current company?

David Prince's current role is Seeking New Opportunities in Training & Competence/Development & Conduct areas.

What schools did David Prince attend?

David Prince attended Royal Hospital School, Royal Hospital School.

What are some of David Prince's interests?

David Prince has interest in I Am Passionate About Music, Social Services, Economic Empowerment, Education, Music.

What skills is David Prince known for?

David Prince has skills like Banking, Retail Banking, Stakeholder Management, Financial Risk, Microsoft Excel, Credit Risk, Risk Management, Outlook, Financial Services, Customer Service, Windows, Credit.

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