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Jonathan Bartlett Email & Phone Number

Director of Life Planning at Funeral Partners Limited
Location: Greater Cardiff Area, United Kingdom 6 work roles
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Current company
Role
Director of Life Planning
Location
Greater Cardiff Area, United Kingdom
Company size

Who is Jonathan Bartlett? Overview

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Quick answer

Jonathan Bartlett is listed as Director of Life Planning at Funeral Partners Limited, a with 125 employees, based in Greater Cardiff Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan Bartlett.

Jonathan Bartlett previously worked as Distribution Director at Dignity Pre Arrangement Limited and Head of Sales at Principality Mortgage & Insurance Services Ltd.

Company email context

Email format at Funeral Partners Limited

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Funeral Partners Limited

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Profile bio

About Jonathan Bartlett

20 years Banking, Insurance and Later Life Planning experience.Helping firms help more customersGrowing business in shrinking marketManaging change in a regulated environment Transforming businesses from non regulated to regulated environmentLeading complex teams in multiple locations

Listed skills include Strategy, Financial Services, Stakeholder Management, Team Management, and 14 others.

Current workplace

Jonathan Bartlett's current company

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Funeral Partners Limited
Funeral Partners Limited
Director of Life Planning
berks, west berkshire, united kingdom
Employees
125
AeroLeads page
6 roles · 26 years

Jonathan Bartlett work experience

A career timeline built from the work history available for this profile.

Distribution Director

Cardiff. Bath & Sutton Coldfield

• Lead the retail distribution channels working closely with key stakeholders to develop and manage a market leading proposition in over 510 locations in the UK• Lead, direct and drive growth opportunities by growing existing and developing new major partnership arrangements • Oversee a deeply rooted customer culture using the principles of Treating Customers Fairly• Lead operational improvements to achieve business goals as well as streamline processes and maximise operational performance to enable long-term growth. • Provide coaching, mentoring, support and leadership in the development skills and competencies for the Central Operations, Retail and Partnership functions• Develop and implement quality control strategies that help us serve our customers better. (Mystery shopping / Customer insight programmes)• Responsible for distribution of other products offered by Dignity such as Over 50s Insurance, Funeral Benefit & legal services• Meeting and exceeding commercial and budget targets for the division• Transformed operations from a non regulated business to a performing FCA regulated company

Feb 2010 - Nov 2023

Head Of Sales

Principality Mortgage & Insurance Services Ltd

Cardiff, United Kingdom

Headed up this PBS business on an interim basis following the loss of 2 MDs in a short space of time.Responsible for the growth of sales in Insurance, Mortgages and Wealth products. Also looked after the Marketing and Finance functions.

Nov 2007 - Sep 2008

Area Manager

South Coast

20 locations in Dorest and the South EastDeveloped an underperforming business - increased sales results - Developed new hungry team.

2006 - 2007 ~1 yr

Head Of Sales Strategy

Intelligent Finance

Edinburgh & Livingston

Overhauled Sales ProcessesFocus strategy on key productsWorked as a member of the senior team to return the business to profitManaged Sales and Service and retention teams c.300

2003 - 2005 ~2 yrs

Senior Manager - Field & Contact Centre

Shannon

Managed 60 seat sales and retention teamDeveloped and managed the field sales team responsible for protection and insurance products.

2001 - 2004 ~3 yrs
Team & coworkers

Colleagues at Funeral Partners Limited

Other employees you can reach at funeralpartners.co.uk. View company contacts for 125 employees →

FAQ

Frequently asked questions about Jonathan Bartlett

Quick answers generated from the profile data available on this page.

What company does Jonathan Bartlett work for?

Jonathan Bartlett works for Funeral Partners Limited.

What is Jonathan Bartlett's role at Funeral Partners Limited?

Jonathan Bartlett is listed as Director of Life Planning at Funeral Partners Limited.

Where is Jonathan Bartlett based?

Jonathan Bartlett is based in Greater Cardiff Area, United Kingdom while working with Funeral Partners Limited.

What companies has Jonathan Bartlett worked for?

Jonathan Bartlett has worked for Funeral Partners Limited, Dignity Pre Arrangement Limited, Principality Mortgage & Insurance Services Ltd, Bradford & Bingley, and Intelligent Finance.

Who are Jonathan Bartlett's colleagues at Funeral Partners Limited?

Jonathan Bartlett's colleagues at Funeral Partners Limited include Emma Partridge, John Mould, Richard Saunders, Stef Wilbraham Hemmings, and Paige Connell.

How can I contact Jonathan Bartlett?

You can use AeroLeads to view verified contact signals for Jonathan Bartlett at Funeral Partners Limited, including work email, phone, and LinkedIn data when available.

What skills is Jonathan Bartlett known for?

Jonathan Bartlett is listed with skills including Strategy, Financial Services, Stakeholder Management, Team Management, Business Strategy, Leadership, Management, and Sales Management.

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