OVERVIEW: A highly-engaging, results-focused and forward-thinking Senior Training Consultant within the Financial Services Sector with proven expertise in providing training leadership to a portfolio of major corporate clients for achieving professional accreditation in CII, IFS and IFP. Involves managing end-to-end programmes (i.e. needs analysis; design; planning; methods; evaluation) to deliver robust solutions.CLIENT PORTFOLIO & RELATIONSHIPS: Lloyds Banking Group; HSBC; Stanlan Private Wealth; St James Place; Prudential UK; Legal & General; AVIVA; NatWest; RBS; Barclays and many more.TRAINING EXPERTISE & MODULES- Chartered Insurance Institute (CII) - Modules R01-R06- Institute of Financial Services (IFS) - DipFA (Level 4 Diploma for Financial Advisors)- Institute of Financial Planning (IFP) - Modules AF1-AF5** Includes Investment Principles & Risk (CII AF4 Level 6)- Accredited and preferred trainer for Chartered Insurance Institute (CII) qualifications- Delivered more than 1,000 training events for clients (various different training formats)- Adapting requirements to bespoke needs, new methodologies and latest FCA Regulations- Dealing directly with Heads of Training and Heads of Learning & Development to scope plans- Diverse Senior Training Consultant, Area Management, Bancassurance & Financial Advisor rolesCAREER DEVELOPMENT- CII Fellowship, Chartered Insurance Institute (FPFS)- Chartered Financial Planner, Chartered Insurance Institute (CII)- Assistant Examiner & Exam Marker with CII; National Lead Tutor for R02 & J10 Modules- Attending regular CPD events and CII refresher courses to keep updated on training needs- High Achiever (Youngest Area Manager); Youngest Fellow (at the time); Various Sales AwardsCII ACCREDITATION & QUALIFICATIONS- Fully-Qualified & Professional Accreditation (Passed all modules)- Includes Advanced Financial Planning Modules - Includes Investment Principles & Risk (CII AF4 Level 6)
-
CeoL&D Digital Mar 2019 - PresentChester, United KingdomOn behalf of myself and my business partner, Lorraine Mousley, I am delighted to announce the launch of of our new offering to help support candidates in their quest for Chartered success with the CII. Our website www.lddsuk.com is now live and ready to accept bookings for the upcoming AF1, AF2, AF4, AF5, AF7 and R06 exams. Please use/share the discount code SJPLDDS10 to receive 10% off your course booking and watch this space for more digital solutions coming your way for the Autumn exam season. With our commitment of never to cancel a published course, I look forward to supporting candidates through the full suite of AF exams over the coming weeks, with our stable of 12 thoroughbred training team, with over two centuries of advanced qualification delivery. -
Senior Training Consultant (Financial Services Training Consultancy)Rdr (Professional Training Consultancy) Jan 2010 - PresentUnited KingdomOVERVIEW: Established a successful professional training consultancy for managing end-to-end training solutions on behalf of leading financial services corporations, having completed more than 1,000 training events for well-known clients. Includes gaining wider national recognition as Examiner and Lead Tutor.TRAINING CONSULTANCY & MODULES COVERED- Chartered Insurance Institute (CII) - Modules R01-R06- Institute of Financial Services (IFS) - DipFA (Level 4 Diploma for Financial Advisors)- Institute of Financial Planning (IFP) - Modules AF1-AF8- Courses to meet bespoke requirements, new training methodologies and latest FCA Regulations for DB transfers- Working directly with Heads of Training or Head of Learning & Development to design programmesSENIOR TRAINING CONSULTANT (FINANCIAL SERVICES)- Leading training, learning and development programmes to gain accreditation in CII, IFS & IFP- Training events to meet precise needs - formal teaching; workshops; seminars; presentations- Additional provision for exam preparation, revision sessions and other bespoke training needs- Applying training best practice, governance and professional standards (full FCA compliance)TRAINING LEADERSHIP CREDENTIALS - Chartered Financial Planner & Fellowship Status with Chartered Insurance Institute (CII)- Accredited and preferred trainer for Chartered Insurance Institute (CII) qualifications- Assistant Examiner & Exam Marker with CII; National Lead Tutor for R02 & J10 Modules- Attending regular CPD events and CII refresher courses to keep updated on training needsCLIENT PORTFOLIO: HSBC, Lloyds Banking Group, Stanlan Private Wealth, St James Place and Prudential UK. Relationships with Legal & General, AVIVA, NatWest, RBS, Barclays and many more.
-
Area Manager (Bancassurance & Private Banking)Rbs 2007 - 2010North West England & North Wales RegionAREA MANAGEMENT: I led a team of Business Advisors and network of Private Banking Advisors (circa 100 people) across the North West England and North Wales Region. Involved leading by example to deliver high performance, sales productivity, staff training and product knowledge to exceed challenging KPI targets for a diverse portfolio of Bancassurance, Investment, Pensions and Protection products.BANCASSURANCE & PRIVATE BANKING- Bancassurance model - carefully managed relationships between RBS & insurance companies- Motivated / deployed teams over an extensive geographic region to maintain highest standards- Exceeded challenging KPI targets for a portfolio of Investment, Pensions & Protection products- Implemented compliance policies and sales processes to optimise workflows and performanceTRAINING & DEVELOPMENT PROGRAMMES- Led key initiatives to improve sales productivity, lead generation and compliance training needs- Focused on skills competencies, coaching and mentoring by working closely with individuals- Led product training, compliance reviews (guidance / documentation checks) and governance- Led periodic Retail Distribution Reviews (RDRs) and QCA Grading to achieve key benchmarks- Managed Competent Advisor Status Sign-Offs and staff progression (skills & team development) -
Field Sales Manager (Barclays Financial Planning)Barclays Bank Plc 2001 - 2007AREA MANAGEMENT: Worked closely with National Sales Director, Regional Sales Manager, Field Sales Teams and Branch Advisor networks to provide high quality financial advice to Barclays and non-Barclays clients. Involved managing sales performance, training programmes and team development.TEAM LEADERSHIP & PERFORMANCE- Led team of Field Sales Professionals and network of Bank Branch Advisors (up to 100 people)- Delivered high performance in a competitive market using sales & business development plans- Defined a consistent approach by building strong, trusted & respectful relationships at all levels- Managed team performance using KPI reporting, regular reviews, target setting and skills matrixTRAINING & DEVELOPMENT PROGRAMMES- Led training programmes across area to ensure professional accreditation and highest standards- Led training & development strategies to help optimise performance and maximise staff potential- Developed a programme of training workshops, seminars, classroom teaching and regular events- Included refresher training, skills improvement, 'soft skills' coaching and effective sales techniques- Led sales compliance training in line with changing regulations - policies, processes and standards- Led coaching, mentoring & staff development initiatives, plus regular advice / documentation checks -
Financial Advisor (Main Branch)Barclays Bank Plc 1999 - 2001OVERVIEW: Worked in a busy branch environment providing information, guidance and knowledge for a portfolio of Investment, Pensions and Protection products. Understood key customer requirements and analysed financial situations to make clear recommendations (advice), whilst managing expectations.
-
Financial AdvisorRoyal London Insurance 1997 - 1999OVERVIEW: Qualified as a Financial Advisor by completing Financial Planning (FPC) qualifications. Gained experience of dealing directly with customers to understand requirements, analyse situations and provide clear recommendations based on individual circumstances (tailored financial advice).FINANCIAL ADVISOR EXPERIENCE- Gained important overview of sector, managing clients and learning from experienced colleagues- Learnt core processes (life & general branch), product knowledge and how to collect premiums- Completed Financial Planning Certification (FPC1; FPC2; FPC3) to gain relevant accreditation
Dean Scott, Fpfs Skills
Dean Scott, Fpfs Education Details
-
Chartered Insurance Institute (Cii)Financial Services Qualifications & Accreditation -
Mathematics & Statistics
Frequently Asked Questions about Dean Scott, Fpfs
What company does Dean Scott, Fpfs work for?
Dean Scott, Fpfs works for L&d Digital
What is Dean Scott, Fpfs's role at the current company?
Dean Scott, Fpfs's current role is CEO at L&D Digital.
What schools did Dean Scott, Fpfs attend?
Dean Scott, Fpfs attended Chartered Insurance Institute (Cii), University Of Liverpool.
What skills is Dean Scott, Fpfs known for?
Dean Scott, Fpfs has skills like Pensions, Inheritance Tax Planning, Income Protection, Wealth Management, Training, Wealth, Investments, Financial Advisory, Retirement Planning, Financial Services, Investment Advisory, Strategic Financial Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial