Denise Cooper Email & Phone Number

Home Based

Retirement Specialist Advice

Home Based

Pension Transfer Advice

Swindon, United Kingdom

Project work involving DipFA advisers to review how attitude to risk was discussed with customers and the impact of this as part of their annual financial planning review meetings with our advisers.Involved from inception, initially setting up processes to understand the customer's knowledge in this area for compliance sign off.Implemented the setup of a telephone contact team with myself and a number of other DipFA advisers to manage the calls, collate and analyse the information… Show more Project work involving DipFA advisers to review how attitude to risk was discussed with customers and the impact of this as part of their annual financial planning review meetings with our advisers.Involved from inception, initially setting up processes to understand the customer's knowledge in this area for compliance sign off.Implemented the setup of a telephone contact team with myself and a number of other DipFA advisers to manage the calls, collate and analyse the information received from customers. Responsible for quality control checking calls, findings analysed and feedback given. Attendance in management meetings to review project and make timely and effective changes to processes as a result of analysis and quality control of the outcomes. I played a key role in changes to the way business is carried out to enable better customer satisfaction. This environment suits my strong planning, analytical, proactive and organisational skills. Show less

Reading, United Kingdom

To provide honest, tailored advice and build long term relationships to protect my customer's families, futures and finances. The scope of advice covered savings, investments, protection, annuity planning and estate planning working closely with a number of partners including fund managers to facilitate this advice. Day to day management of a large client base of both existing customers wanting continuity of advice into the future and new customers wanting ongoing advice. A specialist… Show more To provide honest, tailored advice and build long term relationships to protect my customer's families, futures and finances. The scope of advice covered savings, investments, protection, annuity planning and estate planning working closely with a number of partners including fund managers to facilitate this advice. Day to day management of a large client base of both existing customers wanting continuity of advice into the future and new customers wanting ongoing advice. A specialist responsible for assisting with the training and development of the team. To influence and motivate my team to achieve their business goals and be commercially viable within a competitive marketplace. Commended on many occasions by senior management and received awards for my sales performance as a trusted adviser on both an area and national stage. Maintained an average top quartile position nationally within a team of approximately 400 advisers. For a short time in 2008 achieved top performer in the UK. Held certificate of professional standing until seconded in January 2014. Show less

Reading, United Kingdom

Engagement with customers in discussing their mortgage needs, provided professional advice on these needs from illustrations, decision in principle, application and completion. Responsible for managing a large client base from initial mortgage needs through mortgage acceptance and annually throughout the life of their mortgage. Ensuring appropriate referrals made to relevant specialist for need areas outside my level of expertise. As a mortgage specialist I was responsible for assisting with… Show more Engagement with customers in discussing their mortgage needs, provided professional advice on these needs from illustrations, decision in principle, application and completion. Responsible for managing a large client base from initial mortgage needs through mortgage acceptance and annually throughout the life of their mortgage. Ensuring appropriate referrals made to relevant specialist for need areas outside my level of expertise. As a mortgage specialist I was responsible for assisting with the training and development of the branch team. Received awards for my sales performance on both an area and national stage. Maintained a top 10 position nationally among approximately 300 advisers. Show less

Reading, United Kingdom

As first contact for customers in retail branches I was responsible for offering assistance with information on products and services available. Referrals made to the relevant specialists for specific advice as required. All aspects of cashiering from front office Money handling to back office branch reconciliation, administration and handling customer data. Maintained pass marks on all relevant in house tests, Money Laundering, Data Protection, Health and Safety, Compliance and Product… Show more As first contact for customers in retail branches I was responsible for offering assistance with information on products and services available. Referrals made to the relevant specialists for specific advice as required. All aspects of cashiering from front office Money handling to back office branch reconciliation, administration and handling customer data. Maintained pass marks on all relevant in house tests, Money Laundering, Data Protection, Health and Safety, Compliance and Product Knowledge. Show less

Diploma In Financial Advice, Financial Planning And Services

Professional qualifications attained in Certificate of Mortgage Advice, Certificate of Financial Advice and the Diploma in Financial Advice.

Gcses, Gcse'S And City & Guilds - Business Studies