Janette Kelley Email & Phone Number

Perth, WA, AU

Perth, Western Australia, Australia

Responsibility for maintaining and developing relationships with key advisers Provide value to advisers through coaching training and development

• Responsible for the day to day operation, administration and advice for new Advisory firm within a fintech company
• Development and creation of the Financial Planning and administration processes for the advice arm of Picture Wealth Advisory
• Ensure business and client workflows are completed in a timely manner with accuracy
• Provide input and suggestions to the development of Picture Wealth Fintech
• Oversee client management of the operation with admin staff and advisers
• Recruitment of staff for the advice support team and Financial advisers

Perth, Australia

• A highly dedicated wealth management professional. Experienced in all aspects of the field including team, stakeholder and board management. Expert in delivering strategic solutions for clients, maintaining a deep.
• Overall management of the Wealth Today WA office including WT staff and external stakeholders.
• Supervision and Coaching of 100 financial planners licenced to Wealth Today
• Adviser selection and recruitment
• Development and facilitation of the induction process.
• Creation and running of Business Development days and education workshops.

Perth, Australia

• Responsibilities:
• Integral component of the nabBroker team of business development managers, their clients, and Mortgage brokers,
• Provision of expertise on Insurance and Financial Planning integration into mortgage broker’s businesses.
• Recruitment of Mortgage Brokers onto our Financial planning licence (Vivid)
• Responsibility for training the brokers on MLC products, Financial Planning sales skills, software training, SOA completion and compliance.
• Internal training, coaching and development of nabBroker staff on the ‘broader solutions’ range of products including General Insurance, TD’s, and Easycover Insurance

Manchester, United Kingdom

Sales development Team Leader - AEGON (Scottish equitable )UKResponsibilities- Manage a team of 8 Account Managers whose responsibility was to procure sales (pensions/insurance and investments sales) from independent financial advisers from around the UK- ongoing training and coaching of the staff to improve call performance and train new staff- Monthly.

Graduate Diploma Of Financial Planning, Financial Planning And Services, Graduate Diploma - Level 8

Activities and Societies: FPA Converted 20 plus years of Financial planning experience and Diploma of FS to degree equivalent via distance.

Tee, Tee