Duncan Hensman Apfs Email & Phone Number

Hybrid

Research, report writing and cash flow modelling for clients of Succession Wealth

Cheltenham, England, United Kingdom

Offering a professional and friendly approach, with a drive to provide focused holistic advice to help people plan for all eventualities

Cheltenham, England, United Kingdom

• Main responsibilities
• preparing the appropriate reports for the Financial Planner
• researching products available in the market, selecting the most appropriate for the respective client’s financial position
• contributing to the designing and updating of suitability letter templates to comply with current FCA, regulatory and legislative requirements

Cheltenham, Gloucestershire, United Kingdom

• Main responsibilities
• preparing the appropriate reports for the Financial Planner
• researching products available in the market, selecting the most appropriate for the respective client’s financial position
• contributing to the designing and updating of suitability letter templates to comply with current FCA, regulatory and legislative requirements
• ensuring compliance procedures are adhered to at all times, escalating any breaches or concerns to the Compliance Officer in a timely manner will full and accurate information
• maintaining and proactively securing product, technical, and regulatory knowledge to enhance personal performance.

Main responsibilities Meet with new and acquired clients to assist with the onboarding processattend meetings to integrate clients and understand their individual requirements as well as manage the next stages as their point of contactAct as the first point of contact for clients, understand their circumstances and requirements, and articulate how we can.

West Midlands & South Wales

Specialising in helping SME businesses implement their workplace pension scheme to ensure they are fully compliant.Providing face to face service to assess the work force and arranging the pension scheme through the Lighthouse Workplace Solutions and their Master Trust to ensure all mandatory requirements are met.Please contact me on 07773 150 812 to.

Midlands & Wales

South Wales, West Midlands & East Midlands

• Manage the relationship and monitor the performance of over 200 business and commercial managers through training, coaching, presentations and ongoing support to increase the volume of business insurance leads. Within.
• Managing a designated area including East & West Midlands, South Wales and the South West for NatWest and The Royal Bank of Scotland, including Business Banking and Commercial Real Estate Finance channels.
• Manage own diary to ensure regular face to face contact with all teams to encourage continual activity. Since taking on this role I have built relationship with directors who previously did not allow access to their.
• Developed ongoing relationships with key stakeholders of the Bank through different channels and continually influence them through use of the Bank statistics in business insurance to identify areas for improvement.
• Pro actively manage the relationship of three different Brokers across England and Wales to generate income against KPI’s and budgets. Implemented action plans with Brokers where necessary.
• Actively manage pipeline to ensure the customer has the best possible journey.

Gloucestershire

• Secondment Role
• Provided business and financial support to business customers needs through a telephony and face to face environment to add customer value, enhance the customer experience, and drive new income opportunities.
• Always delivered outstanding customer service by anticipating customer needs and exceeding their expectations.
• Built valued relationships, communicated and engage with a diverse range of people.
• Gained telephony communication skills and written skills to support credit applications as well as experience of working in a face to face or telephony environment and the ability to vary approach across both.
• The role developed my understanding of the SME business market including financial and market concerns, needs and opportunities relevant to this segment, which in turn developed my knowledge of the Bank’s range of.

Worcester, United Kingdom

• Supporting the relationship managers to focus on customers’ needs to consistently deliver excellent service
• Continually developed my capability to add value to our customers’ businesses
• Gained knowledge of Credit system and processes and the knowledge of the new account opening process.
• Developed sales and lead generation through developing my communication, planning and organisational skills to perform under pressure
• Gained knowledge of business products and the ability to apply this knowledge to identify customers’ needs.
• For new deals and renewals, worked with manager to complete all required steps with Credit, including instructing Valuations, Security, Credit Documentation

South & South West UK

• Radically simplifies the business by implementing change and behaviours with key stakeholders across various branches in the South and South West.
• Supported the entire Branch network, in improving the customer experience and achieving their performance targets through the deployment and coaching of key lean initiatives, with the aim to ensure the customer is.
• Influenced Senior Branch Manger and Branch manager to ensure time is spent investing in their staff, which included structured weekly 1:1’s, coaching every week and time spent on the personal development for them and.
• Training, coaching and supporting all levels of staff to help influence the banking network from senior branch managers through to customer support managers on the new initiatives being rolled out with Lean, this.
• Have completed all stages of the change process from implementing tasks, certifying behaviours, sign off and report writing, which includes setting specific deadlines, actions and owners.
• Achieved an internal Bank Lean Qualifications during this secondment which was overviewed and approved by the Regional Director

Cheltenham

• Working in a Sales through Service environment selling a wide range of products including Mortgages, current accounts, credit cards and savings accounts. Working within a developing team to service our customers both.

Gloucestershire

• Advising and selling regulated Savings and Investment products. Working in a competitive market to gain the trust of clients, I was selling a range of investments such as Investment ISA’s Investment & Portfolio Bonds.
• Covering three branches and working with all staff to gain referral business, running on-going coaching sessions and holding weekly 1:1 meetings with all sellers and branch managers.
• During this role I passed my Certificate in Financial Services 2.

Gloucester, United Kingdom

• Selling Mortgages on an advice and non advice basis, Protection and General Insurance range to the general public via face to face and telephone appointments, with the need to be pro active to consistently hit targets.
• Providing support to customers from point of sale to mortgage completion, including dealings with surveyors, estate agents and occasionally solicitors.
• Working closely with staff including on going training to ensure appointments are made and business opportunities are identified.

Education record

CII

Foundation In Insurance

Foundation in Insurance

Professional Certificate In Banking

Professional Certificate in Banking

Certificate Of Financial Advice 2, Pass

Certificate In Mortgage Advice And Practice - Cemap 1, 2 & 3

Hnd Business Management

Business management

Pensions Certificate In Auto Enrolment, Auto Enrolment, Pass

Ro1, Ro2, Ro3, Ro4, Ro5, Ro6, Pass

Chartered Financial Planner, Advanced Diploma In Financial Planning, Chartered

Investment, Tax, Estate, Protection, Pension planning AF1 AF4 AF5 AF6