Ivan Green

Ivan Green Email and Phone Number

Taking time off to consider options @ None
Ivan Green's Location
Cockfield, England, United Kingdom, United Kingdom
Ivan Green's Contact Details

Ivan Green personal email

n/a
About Ivan Green

I have over 36years experience in the Financial Services sector. Having been a very successful Wealth Management adviser advising clients on their complex financial needs for Barclays and Lloyds Wealth, I have studied and gained my level 6 chartered qualifications and have used this to specialise in offering investment, retirement and IHT advice to wealth clients. In 2011 I felt it was time to impart some of my knowledge, skills and experiences to others and accepted the role as a training manager for Lloyds Banking Group and Schroders Personal Wealth. I have a passion for offering complex financial training in a simple interactive way utilising my long standing experience of the financial services industry.I have a genuine desire to inspire people to embrace the opportunity of offering the right financial solutions to our customers and help them achieve their financial goals and aspirations.Outside of work, I love deep sea fishing, motor sport, golf and entertaining friends and family.

Ivan Green's Current Company Details
None

None

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Taking time off to consider options
Employees:
4480
Ivan Green Work Experience Details
  • None
    Taking Time Off To Consider Options
    None Jan 2024 - Present
  • Schroders Personal Wealth
    Training Manager
    Schroders Personal Wealth Jun 2021 - Jan 2024
  • Lloyds Banking Group
    Learning Delivery Manager
    Lloyds Banking Group Nov 2010 - Oct 2021
    Uk
    Train and up-skill Wealth management Advisers for Lloyds Banking Group.CII level 6 qualified. 12/6/15 completed final element of my Advanced Diploma
  • Bank Of Scotland Investment Service
    Client Manager
    Bank Of Scotland Investment Service Mar 2007 - Nov 2010
    Cambridge, United Kingdom
    Advising Halifax Clients on complex financial planning. Specialising in IHT and retirement planning
  • Barclays Wealth And Investment Management
    Wealth Management Adviser
    Barclays Wealth And Investment Management Feb 2000 - Mar 2007
    My role was to offer holistic financial advice to Barclays wealth Clients. Key areas of expertees were to focus IHT mitigation and Pension planning for accumulation and utilisation.

Ivan Green Skills

Wealth Management Strategic Financial Planning Relationship Management Investments Financial Services Banking Retail Banking Mortgage Lending Insurance Risk Management Training Delivery Succession Planning Coaching Pensions Retirement Planning Financial Planning Stakeholder Management Financial Risk Financial Advisory Pension Funds

Ivan Green Education Details

  • Thurston Community College
    Thurston Community College
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Level 6

Frequently Asked Questions about Ivan Green

What company does Ivan Green work for?

Ivan Green works for None

What is Ivan Green's role at the current company?

Ivan Green's current role is Taking time off to consider options.

What is Ivan Green's email address?

Ivan Green's email address is iv****@****s.co.uk

What schools did Ivan Green attend?

Ivan Green attended Thurston Community College, Chartered Insurance Institute.

What skills is Ivan Green known for?

Ivan Green has skills like Wealth Management, Strategic Financial Planning, Relationship Management, Investments, Financial Services, Banking, Retail Banking, Mortgage Lending, Insurance, Risk Management, Training Delivery, Succession Planning.

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