Working within the team to develop a genuinely personal, connected and rewarding client experience.

Leadership strategy and operational responsibility for AAB Wealth team of advisers, planners, business development and administrators. Working closely with our Private Client, Corporate Finance and Tax specialists across the business.

Supporting the field sales teams as SME, working with the fund managers, marketing and distribution partners to raise the profile and level of funds sales.

Working as a consultant jointly with the Wealth Management and Retail Marketing Teams. Contract due to complete at the end of June 2014.

Involved in supporting the design, construction and launch of a new risk managed portfolio proposition. Main areas of responsibility are the production of internal review documentation, guidance material around investment content, structure and training support.

Delivering Business Consultancy support within the business and to our network business owners and partners.

Assisting member Practitioners re-define client propositions and business models in preparation for RDR implementation.

Leading a team of investment specialists delivering sales messaging and equipping distribution, marketing and training with key sales skills. Specific responsibility for Networks and Key Accounts working closely with Director, and with the individual National Account Managers responsible directly for the network accounts and the key stakeholder management teams. Producing and presenting: internal training around new launches and industry themes such as RDR transformation, and business… Show more Leading a team of investment specialists delivering sales messaging and equipping distribution, marketing and training with key sales skills. Specific responsibility for Networks and Key Accounts working closely with Director, and with the individual National Account Managers responsible directly for the network accounts and the key stakeholder management teams. Producing and presenting: internal training around new launches and industry themes such as RDR transformation, and business process impacts.Creating a series of external presentations for each network, from With-Profits to Distribution and Income funds, FSA regulations and practical operational business solutions. Championed and built presentations around the regulatory environment before it became fashionable. Was the first to deliver a joint adviser forum where advisers could debate and challenge TCF with the FSA, face to face. Coaching and sales development: On an individual level, coaching Field Account Managers, conducting joint calls and team presentations for their supporting accounts, and arranging access to specialist for key producers as part of the medium to long terms development plans for their intermediary panelsRelationship development: As part of the IDM team I developed and expanded relationships with PMG specialist fund managers for Prudential, M&G, and external fund managers. I was awarded Top Specialist and attended the India Accelerate event in 2006. Previous roles Show less

In 2004 had responsibility for Norwich Union's investment communication and development with its joint venture company with the Royal Bank Group.Working closely with the principal stakeholders, Royal Bank of Scotland, Nat West Bank, Ulster Bank, Morley Fund Management and Norwich Union, involved in developing and delivering key product materials, performance detail and communications around launches and training. Key operational and personal relationships were formed within Morley… Show more In 2004 had responsibility for Norwich Union's investment communication and development with its joint venture company with the Royal Bank Group.Working closely with the principal stakeholders, Royal Bank of Scotland, Nat West Bank, Ulster Bank, Morley Fund Management and Norwich Union, involved in developing and delivering key product materials, performance detail and communications around launches and training. Key operational and personal relationships were formed within Morley, Royal Bank Managing Directors Office staff, all four marketing departments, along with compliance and actuarial areas at management levels, whilst I also presented and hosted regional sales meetings across the country including their telesales teams.Addressed the Royal Bank National Conference in December 2004, presenting to an audience of approximately 1000, to launch the new investment product and introduce it's suite of new funds. RBS group production in 2005 ended well ahead of objective.Prior to taking over the Joint Venture Company role, had responsibility within Norwich Union for the investment communication and development within the Partnership and Employee Benefits divisions. This mainly involved "beauty parade" presentations, Trustee meetings and training or briefing the sales teams on investment performance data, market issues and themes.Within Partnerships or B2B, worked closely with the senior managers in developing new funds, marketing messages and training materials for sales teams. The main involvement was with specific partners, around 24 building societies such as the Portman, Chelsea, Dunfermline, Coventry, Leeds & Holbeck as well as some internal work with Norwich Unions telesales. Show less

The role consisted of communicating and developing investment sales across the Northern Division of Norwich Union's IFA branch network, from Aberdeen to South Wales, including Northern Ireland and the Isle of Man.Awarded Top IDM award and attended top achiever events at Skibo Castle and Barbados in 2001 and 2002.

Recruited to re-open Norwich Union's branch in Aberdeen in 2001.Was awarded Top Achievers award in 1996 and attended Prague Offshore Achievers Event 1997.Re-built core panel of business producers across the North of Scotland and worked as part of a new team installed to build long term local representation for Norwich Union in Scotland.