After 12 months working on a Consultancy basis, I'm very pleased to be formally 'on the payroll' at Parallel Lines - the advisor collective. Its been a great 12 months getting the company set up and authorised. Going forward I'm very much looking forward to working with the teams at Talking Finances Ltd and Waymark Financial Ltd. And a special mention to Mark and Chris - thank you to you both

Managing, developing and leading the London advice team. Providing financial advice and planning to Private Clients. Helping them to identify and ultimately achieve their own personal financial goals and objectives.

- Lead a team of professionals to deliver compelling & differentiated, commercially viable client propositions which respond to client needs in partnership with the Wealth front offices; ensure successful adoption of propositions at the front line, landing them with colleagues & customers- Deliver the customer experience as defined by Propositions, working in close partnership with Sales, Ops, Customer Experience propositions from internal products and external partnerships; train / inspire / motivate colleagues - Based on front office feedback, input into Proposition Development on what ‘Next Generation’ clients need / want from Wealth

* Leadership of Protection solutions team and part of senior manager team for wider Wealth Solutions team* Task management – I was responsible for ensuring the finite Protection Solutions resource was most effectively and efficiently deployed across various longer term and shorter term tasks. All tasks need to be delivered within agreed deadlines* Stakeholder management – these were various and included Business Unit Control Function, Group Risk, 3rd party and internal product providers, various client facing distribution channels and their support functions and the Advice Process function* Decision making – I was also responsible for the decisions made by Protection Solutions. I always took a pragmatic, client focussed, commercial and Risk based view. * Team working – one of keys to success of the wider business. Looking outside of the Protection ‘silo’ and working for the greater good – client, company and owners

1st Line Supervision (8 telephone based IFAs and various face to face IFAs) and latterly 2nd Line Supervision (8 telephone based and 12 f2f IFAs via 2 IFA managers) responsibilitiesTarget setting for teamPay and bonusBusiness developmentLead generation via stakeholder managementWriting, and managing to, annual business planMotivation and development of team and selfManage 2 administration hubs in Haywards Heath and NewcastleManaged and grew the para-planning function supporting Wealth Advisers

Recruit, manage and run a team of c14 people, including two supervisors, responsible for;Report writingAdvice verificationTechnical and verification helplineProduction of verification MICoaching and feedback to advisersMonthly 'hints and tips'Development and maintenance of standard report wordings

Technical support to Financial AdvisersReport writingTechnical training deliveryInduction training delivery

Responsible for recruitment, training and development of field based Division Analyst team. Technical & sales support, covering 8 Divisional Sales offices based across the South East and Midlands. Agreeing and delivering via my team the technical support to the financial advisers.

Private Banking - portfolio management; dealing with portfolio clients, annual portfolio reviews, buy/sell securities via stockbrokersEstate Administration - meeting relations and beneficiaries, registering deaths, collecting estate assets, paying IHT bills, discharging legacies, construction of estate accountsTrust Administration - carrying out trustee investment duties, accounts, distribution of trust income, tax returnsBasic office administration duties - filing, data input, etc.