Jonathan Ball Email & Phone Number

Birmingham, England, United Kingdom

I am responsible for assessing the advice provided on selected customer cases. This is to ensure the advisers advice is suitable, all required documents are attached and the associated cost and charges adhere to our network standards.I provide feedback to Appointed Representatives regarding the quality of their advice. This is conducted verbally, through.

Birmingham, United Kingdom

I worked as a Digital Marketing Manager where I serviced Yell’s National Customer accounts. This included multi million pounds account where day to day we looked after their advertising programs and ensure all their needs are met. This included on-line advertising programs customers held from their PPC campaigns, website amends and their Social Media.

Birmingham, United Kingdom

I oversaw a mortgage sales team which provided a Mortgage Whole of Market advice working purely for NHS staff. I was responsible for ensuring the mortgage sale targets were met and to drive the team forward while monitoring the full compliance of the team.I built relationships with the customers to ensure all their issues are sorted and I took ownership of.

Birmingham, United Kingdom

My main responsibilities were to motivate and manage a team of Mortgage advisers. I had to drive performance ensuring the staff were achieving their point of sale targets. I carried out call assessments and completed 1:1 review’s for both Mortgage Consultants and Mortgage Advisers. This is where I coached the team and provided feedback and guidance to help.

Birmingham

I was a fully qualified Financial Adviser where I reached Fully Competent Advisor Status to sell the full range of Protection, Savings and Pension Policies. In this role I was responsible for providing financial advice to my existing client base. I was also targeted against the advice I gave customers and the advice I gave I was compliant and correct. I.

Walsall, United Kingdom

I was a trainee manager working on the fresh food counter. My main responsibility was the day to day running of the food area. I had to ensure the Rota’s for the staff were in place and the right staff levels were set for the day ahead. Ensuring we had the right staffing levels at the right time and we were not over staffed or under staffed at the wrong.

Btec, Electrical Installations Studies, Passed

Electrical Installations Studies

A Levels

Education record