Ian Henning Email & Phone Number

London, Gb

London, United Kingdom

I am working with Sable Private Wealth Management as a Independent Financial Adviser. We are an IFA firm and whole of Market. We specialise in professionals who are contracting and assist with their overall financial planning including pension advice, tax planning, investment advice, mortgages and protection. As most of our clients are non-resident we specialise in cross-border tax and investment planning.

London, United Kingdom

I am currently covering 2 estate agents in Wimbledon & Putney and I am responsible for booking in all registration's for 1st appointments and then converting them into mortgage sign ups. Kinleigh's are whole of market and I used Trigold to source mortgage products and we are tied to L&G for all insurance products (life, Critical Illness, IPB, MPPI, B&C).Responsibilities included:Dealing with customers from registration right through to mortgage sign up selling our mortgage and protection products along with all other subsidiary services (solicitors, will writing, surveying services).Hit weekly, monthly and quarterly targetsHit quarterly KPI's for insurance productsHandle all back office administration for each of my sign up's

I managed the NI Rebate department and handled all correspondence with clients. I dealt with them over the phone, face to face and on email. I increased the conversion rate of registrations to applications from 30% to just over 70%. Responsibilities included:Advising the clients on their eligibility of the NI rebatesConfirming if the NI Rebates will be beneficial for themAnswering any questions they have with regards to UK pensions

I qualified as a Mortgage Advisor in January 2008 through CeMap. My company is also whole of market allowing me to source mortgage products from anywhere in the UK. I worked very closely with Trigold, HBS Lite and Mortgage Stream. Responsibilities included:Dealing with customers from the initial phone conversation and selling our services.I would collect all the required information from the clients and source the best mortgage products for them using Trigold and HBS Lite.I would draft mortgage recommendations for each client detailing each product and which one I recommend they proceed with. As we were a small business all new clients that I received I also did the admin work on each case while also doing the admin work on my directors clients as well. These tasks are shown below under Mortgage Administrator.I also took over the insurance side of the business and handled quotes for Buildings insurance, Contents insurance and MPPI.I also gave mortgage advice for properties in South Africa.I worked very closely to FSA standards and all my cases were FSA Compliant

I started at Sable Property as a mortgage administrator while I was studying for my CeMap qualification to give mortgage advice. My duties included:Submitting clients mortgage applications to the lenders- Following up with the mortgage lenders to process applications- Collecting and submitting all relevant documents to the lenders- Liasing with our clients during the mortgage process via phone and email- Following up with solicitors to complete the transaction- Creating insurance quotes and submitting these to the lender. worked closely on the following software- Trigold, Mortgage Stream and HBS Lite

My job was to create new business to client opportunities. Responsibilities included:Meet the requirements and exceed the expectations of our customers Face to face consultations Meet sales targets I was responsible to bring in all new clients to 1st Contact through telephone consultations or email queries. I also dealt with walk in clients. I was also responsible for cross selling 1st Contact's other services like: tax Refunds Accounting Services VisasMoney TransfersAchievementsPromoted to sales after 2 months in Business development support Created standard responses to be sent out to clientsfinished top of sales for the month

Level 4, Diploma In Regulated Financial Planning, Level 4

I have completed my Level 4 Diploma in Regulated Financial Planning. This allows me to expand my advice from mortgages and insurance.

Cemap Certificate

Completed my CeMap certificate allowing me to be registered to give mortgage advice in the UK.