Ian Cunningham Dipfa Cemap Cerer Email & Phone Number

Perspective Financial Group Ltd is one of the UK’s leading national financial planning and wealth management groups with a client centric approach, 19 offices and over 200 staff providing advice to individuals, companies and trusts.We have some of the most professionally qualified advisers in the country.

Wilmslow

North West England

North West England

Stockport, Altrincham And Marple

Working across branches I deliver expert financial advice to a wide range of customers making recommendations to meet individual client needs and aspirations in accordance with the highly regulated industry requirements. I have excellent communication , interpersonal and presentation skills and take pride in the fact that I am able to offer a personal yet professional approach to all of my clients.

Responsible for managing sales performance and risk. Trained, guided, directed, supported and managed a team of Financial Advisers. Ensured adherence to compliance and regulatory requirements. Monitored performance within the team analysing trends and tackling performance issues whilst acknowledging strengths.

Made recommendations to meet individual clients needs and aspirations in accordance with the industries highly regulated requirements. Generated new business through telemarketing activity to ensure a full diary. Encouraged, coached and motivated other colleagues in order to generate appointments. Achieved Key Performance Indicators to demonstrate consistency and knowledge in all areas. Supported the Area Manager in up-skilling and developing colleagues within the team.

Stockport, United Kingdom

Made recommendations to meet the needs and aspirations of individual clients while working within accordance of the highly regulated industry requirements.

Bramhall And Wilmslow

As per the job description of my other Financial Advisor roles.

North West And Midlands

Management of furniture dealers throughout my sales territory. Responsible for generating leads, booking appointments and taking the sales process through to a successful conclusion with dealers or on a direct basis. Ensuring reports were submitted on a monthly basis to provide the company with up to date information and accurate forecasting. Encouraging and coaching a sales team to enable them to put Herman Miller forward as their preferred option.

Hale

Generated sales for designs, furniture and commercial refurbishment. Qualified leads and obtained appointments with prospective clients. Liaised extensively with high profile contacts within organisations. Developed strong relationships with contacts such as architects, commercial agents and property developers to ensure on-going business referrals.

North Of England

Responsible for a portfolio of high profile trade unions. Establishing and developing strong business relationships with individual trade union branches, liaising extensively with branch secretaries and representatives outlining a range of insurance, mortgage, consumer and pension advisory services ensuring these were fully marketed. Performed regular presentations to groups of union members and employees at regional branches providing an overview of the range of services available.… Show more Responsible for a portfolio of high profile trade unions. Establishing and developing strong business relationships with individual trade union branches, liaising extensively with branch secretaries and representatives outlining a range of insurance, mortgage, consumer and pension advisory services ensuring these were fully marketed. Performed regular presentations to groups of union members and employees at regional branches providing an overview of the range of services available. Conducted interviews with union members, answering queries relating to Membership Services Direct and advising on the services. Assessed the marketing functions adopted by individual trade unions and identified opportunities for the company to raise its profile by the use of cost effective joint marketing initiatives. Show less

Macclesfield

Conducted preliminary interviews with prospective business customers, advising on the services offered by Nat West. Responsible for detailed analysis of company financial information.Conducted annual facility review interviews and made recommendations to the lending centre on credit issues. Carried out lending interviews with personal customers, assessing their financial status, authorising overdraft facilities up to £2,500 unsecured, £5,000 secured and recommended lending products where… Show more Conducted preliminary interviews with prospective business customers, advising on the services offered by Nat West. Responsible for detailed analysis of company financial information.Conducted annual facility review interviews and made recommendations to the lending centre on credit issues. Carried out lending interviews with personal customers, assessing their financial status, authorising overdraft facilities up to £2,500 unsecured, £5,000 secured and recommended lending products where appropriate. Collated feedback generated from telesales initiatives, organising interviews and passing lead generation information to the relevant specialist advisers. Show less