James Mcmullan Mcsi Email & Phone Number

United Arab Emirates

Mauritius

United Arab Emirates

My role concentrates on assisting individual and corporate clients to plan effectively to cover any situation or eventualities that may arise; and to build a strategy of goal formulation. This includes initial introductory meetings, implementation of policies and ongoing service to develop the relationship. I also head up the personal development of the Financial Planners and strategy of the team and assist with company growth.My Responsibilities and Achievements to date include:• Continuing to provide holistic planning for the protection of family and assets, capital growth and full review of investments, IHT and asset liability. Assisting several clients with their IHT liabilities under the UK Domicile status that they were unaware of. Due to being resident of UAE (and other countries), for several years the expectation was that IHT does not apply; and in most cases all are married to a non-domicile spouse.• Being a leading figure with input and the writing of company guidelines and procedures. This is to included Terms of Business and Customer Charter, Company guidelines in line with IA license regulation and Ethics, Company Handbook and Employee Contracts.• Heading up the strategy surrounding personal development of the Financial Planners. Organising and hosting ongoing training sessions and meetings including content and agendas to enable our team to develop into better planners.• providing clients with paperless and tech-based reviews and servicing to reduce paper waste and our carbon footprint. • I have also YOY grown my individual and corporate client book and AUM by 40%, assisting existing clients and orphaned clients to navigate their investment by increasing market knowledge, resulting in an increased referral network:- This includes the retention and introduction of new corporate clients by reviewing and negotiating employee benefit schemes and putting in place business protection for Shareholders, Key persons and loss of business income.

Dubai, United Arab Emirates

My role has the dual responsibility of both building, servicing and developing the individual and corporate client portfolio as well as strategically planning and delivering all corporate events and networking opportunities. My Responsibilities and Achievements to date include:• Public speaking at all events, seminars and delivering in-house training for clients.• Continuing to provide all of clients with a holistic planning approach to protection of family and assets, capital growth and full review of investments, IHT and asset liability. One clients in particular was diagnosed with a critical illness just 103 days after taking out a built-in family protection product. I personally took responsibility for the claims process, ensuring the claim paid out within 14days, allowing the client to focus getting the help needed.• Taking the lead with developing a strategy for annual events and a networking calendar, I manage the full A-Z of responsibilities from negotiating with venues to marketing and deciding on the content. The events both build the brand, generate referrals and create a community for networking and include golf days, cheese & wine evenings, black tie and seminars covering market trends & investments. • I have also consistently YOY grown my portfolio (book) of money under management by 35%, achieved displaying sound market knowledge and creating a referral culture with both my B2C & B2B clients. Some examples of how I have helped my clients include:- For one of my Corporate clients, an Insurance Company with 75 employees I reviewed the costs of their employee medical scheme and by switching them to new provider, was able to maintain the level of cover whilst reducing costs and in the process implemented a new HR structure to assist with HR requirements.

United Arab Emirates

My Responsibilities and Achievements to date include:• Providing all of clients with a full financial review of their investments, insurances, family protection, capital growth, IHT and asset liability, delivering a personal service and tailoring their products to suit their needs. My Responsibilities and Achievements to date include:- representing a Corporate clients, a Recruitment Company with over 200 employees I reviewed the costs of their employee medical scheme and offered an alternative scheme at renewal to maintain the level of cover whilst reducing costs by 17%.- Working with an O&G Company, I was able to ensure that the business was protected against loss of earnings should anything happen to a key person who generated over 30% of their annual revenue.

United Arab Emirates

Originally headhunted into the business, I provided full consultation and Portfolio management services for around 80 clients, including regular reviews. My role focused on assisting my Clients to be as efficient as possible regarding all aspects of their protection and planning requirements, advising them on how to navigate their way through structured growth, economies and markets in order to achieve their future goals.

The main focus of my role was to drive a new business strategy and increase revenue by setting up and managing a new Sales team, setting targets and structures.My Responsibilities and Achievements included:• Implementation of a training programme to develop sales team skills and achieve results.• To create and implement marketing activities and produce marketing and promotional material to drive brand awareness.• Identify new product listings as well as purchase and drive cross-sales alongside the core brands which included involvement of logistics and load planning.

South East, Uk

My main role was to deliver distribution for the core branded beer and cider range in the on-trade, particularly the HORECA route to market by maintaining and building new direct and wholesale suppliers,My Responsibilities and Achievements included:• Coordinate and manage marketing activities, exploring and creating a demand through the off trade, cash & carry and convenience channels, effectively building the PLB Beer portfolio.• Act as the direct contact for the install partners regarding technical criteria from survey to completion.• Monitor and report on the market and developing of sales strategies and the effectiveness of their implementation.• I successfully increased the beer portfolio sales by 65% month on month for first five consecutive months. This was partly achieved through completing 30 new tap installs for Estrella Galicia amounting to 4,160 Kegs or £445,000 per annum.

South East Counties (Kent, Sussex, Surrey), Uk

In this role, my main focus was to manage all new business accounts and ensure both incremental and continued growth. This business went into administration in October 2012 following poor recovery after the GFC.My Responsibilities and Achievements included:• Worked closely with Key Account Managers to assist with groups like Bergman Rubenstein and Avanti to grow their own productivity levels. • Successfully won the trading business for ABV Bars in Canterbury with a projected yearly turnover of £400K across three bars. • I also produced a wine portfolio for Woodmancote, significantly growing sales revenue which resulted in them becoming one of the South East Regions biggest wine customers with £11K of GM in 2012.• By completing a national account initiative with preferred suppliers including Heineken UK, AB-InBev, Carlsberg, Miller Brands and Brains that involved working closely during days in trade at local level, I facilitated significant new business and 57 new tap installs in 2012 worth a projected £500K.

Brighton, United Kingdom

As the owner of this bar, I was responsible for the complete company set-up and continued operating and growth strategies from securing the lease to managing all aspects of the business.My Responsibilities and Achievements included:• Negotiated on various supply pouring contracts and marketing budgets with suppliers and brewery’s.• Recruited and managed all staff, monitoring their development and performance by introducing a training programme to improve product knowledge, customer focus and service.

Ibiza

• 2004 - Regional Manager• 2002-2004 -Resort Manager• 1999-2001- Area Controller• 1996-1998 - Rep/Senior Rep

United Kingdom & Ibiza

Investments And Securities, Cisi Level 3

International Certificate In Wealth & Investment Management, Cisi Level 3

Education record