Dean Aspinall Email & Phone Number

National

Responsible for the business development of a team of Financial Planners throughout the UK and the growth and propositional development of the business in all the key product areas of Investments, Pensions, Tax Planning, Protection, Mortgages and General Insurance through face to face advice based relationships.

Ilmister, Somerset

Responsible for the achievement of both wealth and protection sales targets within budget through appointed representative firms and a team of sales managers. • Provide input and leadership across the Network on all wealth issues which include proposition, compliance, marketing, sales process, advice standards, Risk, systems and controls.• Managed a team of up to 9 sales managers overseeing up to 85 advisers nationally (mostly self employed.• Key contributor in the delivery of a new end-to-end proposition to comply with regulation following the Retail Distribution Review.• Manage the compliance risk for all wealth products within the Networks proposition. • Qualified for conference in 2010 (Top) for exceptional sales performance.

Southern Region

Responsible for the achievement of regional wealth sales target through appointed representative firms and a team of four sales managers overseeing 35 advisers. • Day to day management to drive sales and manage the compliance risk.• Qualified for conference in 2007 (Top), 2008 (Top) for exceptional sales performance.

South West

Responsible for the achievement of sales target through appointed representative firms and direct sales advisers overseeing up to 25 advisers selling wealth and protection. • Day to day management to drive sales and manage the compliance risk in line with T&C scheme.• Increased lead generation from Estate Agents and other regulated introducers. • Managed the office location in Exeter. • Qualified for conferences in 2000, 2002, 2003, 2005, 2006 (Top) for exceptional sales performance.

Southern Region

Responsible for the improvement in the state of compliance amongst sales managers & advisers. • Monitored compliance deficiencies and provided correct training. • Responsible for significant improvement in compliance review scores.• Achieved top region in 1995, 1996 and 1997. • Personally developed and standardised a local computer system for sales management. • Asked to carry out supervision in absence of Area Manager and manage a small sales team.

National

Training and Development role with the top 100 advisers by sales volume. • Researched, built and delivered various training workshops to develop advisers in three key areas of marketing, business organisation and business management. • Workshops I built and ran included Practice Development, Time Management, Client Bank Management, Employing a PA, Employing an Associate Consultant, Moving up Market, Running a Seminar.• Fact find the Practice of Senior Advisers and made recommendations to help develop their business. • Developed and implemented a Client Bank Management system.

Kingswood, Surrey

• Analysed and process mapped existing systems with the objective of providing a computer solution to a business problem. • Evaluated software and carried out system testing.• Promoted, trained and presented the use of a point of sale system. Performance recognised and asked to present at top producers conference in Singapore.