Privileged to lead one of the best sales teams in the industry, a team of highly motivated Business Development Managers across the UK. Collaboratively involved in creating the strategy and product developments for the intermediary division, to ensure that we together deliver the service, proposition and outcomes expected of the UK's largest and leading investment manager.Still maintaining relationships at the sharp end as a player manager, working in partnership with Intermediaries in… Show more Privileged to lead one of the best sales teams in the industry, a team of highly motivated Business Development Managers across the UK. Collaboratively involved in creating the strategy and product developments for the intermediary division, to ensure that we together deliver the service, proposition and outcomes expected of the UK's largest and leading investment manager.Still maintaining relationships at the sharp end as a player manager, working in partnership with Intermediaries in Scotland, helping them build robust, efficient, and importantly effective outsourced investment solutions for their clients. Specialist in personalised discretionary fund management (DFM), risk rated multi-asset / manager funds, and Managed Portfolio Solutions (MPS). Show less

Responsible for the Scottish region for Seven Investment Management (7IM) covering retail Multi-Asset risk rated funds, Discretionary Fund Management (DFM) and Platform proposition.My role encompasses the business development of:- Multi-asset investment fund solutions, incorporating both active multi-manager funds and passive multi-asset investment fund solutions, including a range of specialist fund options.- Model portfolio services offered within a number of platform /… Show more Responsible for the Scottish region for Seven Investment Management (7IM) covering retail Multi-Asset risk rated funds, Discretionary Fund Management (DFM) and Platform proposition.My role encompasses the business development of:- Multi-asset investment fund solutions, incorporating both active multi-manager funds and passive multi-asset investment fund solutions, including a range of specialist fund options.- Model portfolio services offered within a number of platform / Wrap solutions- Highlighting the value and benefit of discretionary investment services.- Integration of whole of market platform solution within businesses.- Providing solutions to the challenges faced in a post-RDR world, including due diligence and centralised investment solutions.We live in a world of constant change within investment management and financial services, and the ability to innovate and adapt it key to success - this is where I can help. Show less

Responsible for the Scotland, Northern Ireland & Northern England region for Legal & General's investment product proposition.Specific areas of focus included:- Multi-platform integration- Offshore Investment- Structured product solutions- Pre & At Retirement SIPP- Investment fund solutions, in particular passive and risk managed- Team management / coachingThe role was split into two parts (1) to drive and maximise sales from the team of Wealth… Show more Responsible for the Scotland, Northern Ireland & Northern England region for Legal & General's investment product proposition.Specific areas of focus included:- Multi-platform integration- Offshore Investment- Structured product solutions- Pre & At Retirement SIPP- Investment fund solutions, in particular passive and risk managed- Team management / coachingThe role was split into two parts (1) to drive and maximise sales from the team of Wealth Development Managers, and (2) the relationship management of a select panel of key IFAs.During my time at Legal & General I successfully delivered significant growth in new business and market share, which ultimately positioned my region as the top performing investment product region. Show less

Part of the very successful management team within AEGON's Glasgow Regional Sales Centre, covering the West of Scotland and Northern Ireland. Delivered the performance to successfully qualify for AEGON's HIGH ACHIEVERS annual event as top Sales Development Manager on two occasions and twice as top regional sales centre.Objective was to deliver and exceed targeted results through a team of 8 consultants. These results are focused in line with AEGON's corporate objectives, with… Show more Part of the very successful management team within AEGON's Glasgow Regional Sales Centre, covering the West of Scotland and Northern Ireland. Delivered the performance to successfully qualify for AEGON's HIGH ACHIEVERS annual event as top Sales Development Manager on two occasions and twice as top regional sales centre.Objective was to deliver and exceed targeted results through a team of 8 consultants. These results are focused in line with AEGON's corporate objectives, with particular emphasis on the Wealth Management side of the business, including the promotion of our suite of innovative guaranteed products.In my last few months before leaving AEGON, I also worked on their development project for their WRAP / Platform solution. Show less

Managed and developed a very successful panel of city centre IFAs, exceeding targets year on year and achieving the coveted award of TOP SALES CONSULTANT for AEGON, and ultimately qualifying for the annual High Achievers event.