Jonathan Prestidge Dippfs Email and Phone Number
Jonathan Prestidge Dippfs work email
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Jonathan Prestidge Dippfs personal email
Making Risk fun!! And bringing others along for the ride!! Providing regulatory advice, guidance and risk support for Credit Cards, Current Accounts and Savings within TSB. Embedding Enterprise Risk management with strategy and performance in order to deliver stable and consistent customer outcomes.
Tsb Bank
View- Website:
- tsbbank.com
- Employees:
- 5
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Products Risk Manager - Tsb BankTsb BankEngland, United Kingdom -
Products Risk Manager - Tsb BankTsb Bank Oct 2018 - PresentGloucester, United KingdomProviding regulatory advice, guidance and risk support for Credit Cards, Current Accounts and Savings within TSB.Embedding Enterprise Risk management with strategy and performance in order to deliver stable and consistent customer outcomesSupporting the business leadership team with risk and governance activityIdentification and design of appropriate controls to mitigate business riskUnderstanding the customer and business impacts of existing risks and… Show more Providing regulatory advice, guidance and risk support for Credit Cards, Current Accounts and Savings within TSB.Embedding Enterprise Risk management with strategy and performance in order to deliver stable and consistent customer outcomesSupporting the business leadership team with risk and governance activityIdentification and design of appropriate controls to mitigate business riskUnderstanding the customer and business impacts of existing risks and materialising issues Show less -
Manager, Product Strategy And Customer Experience.Tsb Jun 2013 - Oct 2018Gloucester, United KingdomOperational Service Manager at TSB. Understanding, managing and improving the customer experience delivered to customers. Developing team capability , working with Retail and Commercial teams and leading the management , co-ordination and implementation of projects in order to deliver enhanced customer experience.
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Adviser Support Team ManagerAxa Wealth Nov 2005 - Apr 2013BasingstokeSupport the acquisition of new business and retention of existing business from Financial Advisers in partnership with Business Development Managers and Regional Sales Managers as well as providing technical expertise for existing business queries and systems support for Financial Advisers. To lead, direct, motivate and develop the team. Key Responsibilities■ Oversee the day to day running of the team, ensure effective controls in place■ Coaching & leading people through… Show more Support the acquisition of new business and retention of existing business from Financial Advisers in partnership with Business Development Managers and Regional Sales Managers as well as providing technical expertise for existing business queries and systems support for Financial Advisers. To lead, direct, motivate and develop the team. Key Responsibilities■ Oversee the day to day running of the team, ensure effective controls in place■ Coaching & leading people through change■ Resource Planning to deliver team/dept targets and meet customers needs■ Identifying training and development needs and managing to resolution■ Actively utilising delegation skills■ Being empathetic to daily team issues.■ Effectively using workflow tools and techniques■ Forging Key account Relationships■ Providing climate & motivation to deliver potential■ Fully competent in monthly review and CDR process including Behaviours■ Understand and follow effective communication processes■ Managing difficult interactions and communicating messages positively■ Forecasting, Resourcing & Recruitment against operational requirements■ Analysing and identifying trends and risks and actively managing controls■ Managing Projects and delivering within timescales.■ Demonstrating up to date knowledge of product and regulatory information Show less -
Account ExecutiveClerical Medical May 2004 - Nov 2005Bristol, United KingdomProvide effective support and pre sales services to Business Development Managers and Financial Advisers.Key Responsibilities:Research and develop understanding of customer base.Pro-actively target Financial Advisers to promote branding and product range.Follow up opportunities in conjunction with development managers.Deal with requests for literature, illustrations and technical queries.
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Adviser Support ManagerWinterthur Life May 2001 - May 2004BasingstokeWithin a small team provide pre-sales support for field based Business Managers and a single point of contact for Advisers dealing with High Net Worth clients.Key Responsibilities:Proactively manage sales opportunities with Business Development Managers Develop excellent working relationships with Financial Advisers supporting the sales process.Analyse client base and identify opportunities to develop existing relationships.Research, develop and follow up… Show more Within a small team provide pre-sales support for field based Business Managers and a single point of contact for Advisers dealing with High Net Worth clients.Key Responsibilities:Proactively manage sales opportunities with Business Development Managers Develop excellent working relationships with Financial Advisers supporting the sales process.Analyse client base and identify opportunities to develop existing relationships.Research, develop and follow up opportunities Show less
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Annual Review AdministratorAndersen Charnley Apr 2000 - May 2001BagshotTo assist the Investment Director/Annual Review Manager in providing top class servicing of Priority clients with regard to managing their Portfolios.Key Responsibilities:To assist Annual Review Manager in production of client's annual reviews.Prepare meetings packs , including reasons why letter and illustrations.Undertake research on technical issues with pro-active planning.Effective dialogue with clients to highlight issues in advance of annual reviews.Follow… Show more To assist the Investment Director/Annual Review Manager in providing top class servicing of Priority clients with regard to managing their Portfolios.Key Responsibilities:To assist Annual Review Manager in production of client's annual reviews.Prepare meetings packs , including reasons why letter and illustrations.Undertake research on technical issues with pro-active planning.Effective dialogue with clients to highlight issues in advance of annual reviews.Follow up work agreed at annual review with familiarity of the sales process.Use 1st Software to update client positions in order to reconcile portfolios. Show less
Jonathan Prestidge Dippfs Skills
Jonathan Prestidge Dippfs Education Details
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CiiFinancial Planning And Services -
CiiCertificate In Financial Planning (Certpfs) -
The Vyne School, Basingstoke7 Gcse'S Graded C And Above Including English And Maths -
CiiCertificate In Life And Pensions -
NvqNvq Level 3 In Management
Frequently Asked Questions about Jonathan Prestidge Dippfs
What company does Jonathan Prestidge Dippfs work for?
Jonathan Prestidge Dippfs works for Tsb Bank
What is Jonathan Prestidge Dippfs's role at the current company?
Jonathan Prestidge Dippfs's current role is Products Risk Manager - TSB Bank.
What is Jonathan Prestidge Dippfs's email address?
Jonathan Prestidge Dippfs's email address is jo****@****h.co.uk
What schools did Jonathan Prestidge Dippfs attend?
Jonathan Prestidge Dippfs attended Cii, Cii, The Vyne School, Basingstoke, Cii, Nvq.
What are some of Jonathan Prestidge Dippfs's interests?
Jonathan Prestidge Dippfs has interest in Sport And Aviation, In My Spare Time I Scuba Dive, Music, Animal Welfare, Interests Include Film.
What skills is Jonathan Prestidge Dippfs known for?
Jonathan Prestidge Dippfs has skills like Pensions, Financial Services, Financial Advisory, Change Management, Business Analysis, Coaching, Wealth Management, Retirement, Relationship Management, Investments, Customer Service, Asset Management.
Who are Jonathan Prestidge Dippfs's colleagues?
Jonathan Prestidge Dippfs's colleagues are Jacqui Hunter, Adib Zerzeri, Farouk Ammari.
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