John Mccay Email & Phone Number

London, United Kingdom

• Inspired people to create and drive wealth performance to complement a fully established mortgage business.• Create RDR compliant investment propositions for firms working closely with all stakeholders. • Monitoring of the CASS & AML operations and investigation of potential rules breaches.• Coaching and development of Mortgage & protection Teams on how to identify opportunities within their HNW client portfolios.• Consultant to SME’s, working with owners to optimise… Show more • Inspired people to create and drive wealth performance to complement a fully established mortgage business.• Create RDR compliant investment propositions for firms working closely with all stakeholders. • Monitoring of the CASS & AML operations and investigation of potential rules breaches.• Coaching and development of Mortgage & protection Teams on how to identify opportunities within their HNW client portfolios.• Consultant to SME’s, working with owners to optimise wealth revenue, profit, brand and regulation.• Regular contributor at London CII technical seminars. Show less

Central London, United Kingdom

Responsible for driving area wealth and mortgage team performance to exceed plan whilst retaining tight regulatory control.Led high performing teams across the business ranging from Wealth and Premier to Mortgage Managers.

London & South East

Responsible for delivery of regional business plan and to motivate team of 15 Area Broker Consultants to exceed their individual area plans.

London, United Kingdom

Expanded regulated sales team through external recruitment to achieve plan in previously failing region.Achieved 8th place nationally from 65 areas in 2002.Maintained tight control of compliance regulatory processes resulting in green light from compliance audits.Piloted retail franchise model prior to network rollout including limited control over area costs, recruitment and reward.Increased sales revenues for each colleague by adopting proven sales management… Show more Expanded regulated sales team through external recruitment to achieve plan in previously failing region.Achieved 8th place nationally from 65 areas in 2002.Maintained tight control of compliance regulatory processes resulting in green light from compliance audits.Piloted retail franchise model prior to network rollout including limited control over area costs, recruitment and reward.Increased sales revenues for each colleague by adopting proven sales management techniques.Managed transition of consultants to specialised roles in the light of regulatory changes in the Financial Services industry.Successfully identified professional contacts with the help of my team, to increase business through our branch network. Show less

London, United Kingdom

Managed various size branches within the retail network under the Abbey banner. Responsible for both the regulated and non regulated businesses. Also held regulated licence as an individual to both advise and supervise FSA regulated colleagues.

London, United Kingdom

Responsible for lending decisions for companies with turnover up to £1m sterling. Both overdraft and loans for capital expenditure.

Dippfs, Fs Regulation & Ethics; Investment Principles & Risk; Financial Planning Practice, Level 4 Qualified

Activities and Societies: Chartered Insurance Institute FPC, RO1,RO2, RO6 & CeMap

Cemap, Certificate In Mortgage Advice And Planning

Post Graduate Diploma - Management Studies (Sponsored By Banco Santander)., Hr/Change Management/Macro Economics/Strategic Planning

Activities and Societies: Member CII Diploma In Management (industry & Commerce)