Leading the design, development and delivery of the Quilter Financial Adviser School level 6 qualifications support programme.

Design, development and delivery of new start induction for Financial Planners and Paraplanners, through a blend of face to face and online learning.Working closely with transition managers to support the acquisition of new firms into 1825, delivering induction activities and onboarding assessments to ensure 1825 planning and advice standards are demonstrated from day 1.Working closely with regional managers to support the ongoing skills and technical development of Financial Planners and Paraplanners in conjunction with the training needs cycle.Regular consultation with proposition managers to ensure that propositional change lands effectively in the business, and that impacted individuals have the necessary skills to deliver the change, with clear benefits, to the client.Responsible for the design, development and delivery of exam support for individuals studying towards the Diploma and Advanced Diploma in Financial Planning, achieved through a blended learning approach consisting of coaching, mentoring and technical training.

Design, development and delivery of learning solutions to support the Towry business, with a focus on technical training and exam support at all QCF levels. My expertise is in supporting and coaching individuals with their studies for the Diploma and Advanced Diploma in Financial Planning.My role has also extended to involvement on the CII Financial ASSESS forum and CISI panel for the level 5 Private Client Advice paper.

Responsible for the design, development and delivery of study programmes for the CII Certificate and Diploma in Financial Planning exam suite. The key objective of my role was to ensure the smooth transition of new advisers through their regulatory exam requirements prior to completing sales training.The role also involved building and managing relationships with various professional exam bodies and external vendors.

Responsible for delivering induction and role specific process training to HSBC Securities Services staff. Role also involved monitoring CPD records of individuals in controlled functions and providing support in meeting the minimum standards.

Responsible for the gathering and verification of pricing, income and corporate action valuations in relation to funds adminstered by HSBC.

Responsible for analysis and periodic reporting of credit risk associated with the bank's Style store card.

Responsible for maintaining consensus profit and loss estimates for UK and European companies.