Short term business consultancy regarding future growth and strategic development.

I held a variety of marketing, communications and proposition development roles at Mercer.From January 2016: - Delivering and developing the client and investment proposition for Mercer Jelf Financial Planning, a Chartered Financial Planning firm. - Managing all elements of the marketing mix.- Supporting the integration of the business into Mercer. - Internal and external communications.- Lead the implementation and communications for key regulatory changes such as GDPR and MiFID.- Development of Financial Wellness proposition within Mercer Harmonise platform.- development of digital financial advice proposition.- Lead platform, product and fund manager panel due diligence, provider negotiations and relationship managementMember of Financial Planning Management Team.Chairman of Investment Steering Committee; leading the delivery and development of a successful investment proposition.

The scope of this role included the development and promotion of Jelf Financial Planning and Jelf Employee Benefits propositions: individual financial planning, business protection, workplace savings, auto enrolment, annuity bureau, financial education, retirement financial and lifestyle education and benefit management. As part of Workplace Savings and Financial Planning management teams, formulate business strategy and deliver key business objectives. £12m pa turnover.Managing a team to deliver key achievements:- Launch of Workplace Savings Proposition, including Auto Enrolment solutions- Development and launch of Money At Work; an award-winning early career education proposition- Acquisition and integration of LaterLife; the UK's leading lifestyle retirement course specialist- Development of online financial and lifestyle education courses- Proposition development and launch of Jelf Managed Portfolio Service- Delivery of personal and business objectives and targets- Development of new RDR-friendly and Pension Freedom client propositions- PR and telemarketing management- Investor in Customers champion- Deliver and develop individual client propositions and regular client communication programme, including online, print and events- Internal and external communications; brand management- Supported delivery of market-leading Jelf Employment Seminar programme- Delivery of wide range of compliant financial promotions

Various marketing and proposition development responsibilities:- Lead generation including PPC, telemarketing and campaign management- Encompassed Individual, UK and international healthcare, Group Risk, Corporate Pensions and Flexible Benefits- Website and microsite review and development

Developing and managing Jelf Financial Planning's client and investment proposition.Responsible for key stakeholder management and the successful integration of various IFA businesses acquired by Jelf across the UK, and alignment of brand, proposition, advice standards, new business processes, placement strategy, platform adoption, etc. Strategic projects.

A variety of responsibilities within Jelf Financial Planning:- Management of UK-wide administration and paraplanning team- Client and investment proposition development- Supplier management- Marketing communications and brand development- Project management- Process development- Training and development- Tendering and Provider relations

Various marketing responsibilities:- Marketing communications- Product launches - unit trust range, onshore bonds and guaranteed bonds- Managing product range - Clerical Medical International- Project management and product development

- Managing relationship with strategic partner Arab National Bank in Saudi Arabia- Development of new product suite, marketing collateral and advertising for Saudi market- Managing sales relationships in Iceland and Gibraltar, including liaison with regulator- Product Development Manager for Sun Life Isle of Man and Sun Life International- Strategic review and change projectProject management and business development consultancy- Marketing Committee member of Association of International Life Offices

- Competitor and market research- Copywriting- Protection, Investment, Mortgages and Savings proposition development and delivery- Development of PanEuroLife products and proposition in the UK

- Various customer service roles- Death and income protection claims- Policy servicing- Training officer