Katherine R Email and Phone Number
As an adaptable leader, with the ability to work with credibility at a senior level. I possess strong leadership and influencing skills gained in the Financial Services environment. I have a complex understanding of the requirements of clients in all areas of advice and am able to convey complex financial information in a meaningful and concise manner, leading to positive business decisions. I provide leadership to my team to deliver high quality advice, in accordance with all regulatory obligations. Through effective supervision and the support that I provide through coaching and development, I ensure that my team deliver exceptional client advice and service. I collaborate with my colleagues to initiate and deliver strategies that contribute to the achievement of our wider goals, offering informed insight into market activity and financial performance to make proactive recommendations for the benefits of our clients.I also have an incredibly strong passion for coaching and developing others through coaching and mentoring and I have won a number of industry awards including Mentor of the Year and Coutts Inspirational Woman of the Year. Specialties: Financial Planning Solutions, Leadership, Mentoring
Natwest Group
View- Website:
- natwestgroup.com
- Employees:
- 20624
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Remediation Cohort LeadNatwest Group Jul 2021 - PresentLondon, England, United Kingdom -
Head Of Financial Planning ManagementCoutts Jan 2018 - Jul 2021LondonAccountability for the launch and ongoing development of a Centre of Excellence Franchise leader for our ParaplannersProviding Thought Leadership and Coaching Managing the Risk FrameworkOversight of High Quality Advice Mentoring and Sponsoring -
Head Of Complex Life And PensionsCoutts Apr 2016 - Jan 2018London, United KingdomI was responsible for the design and delivery of the Protection Specialists as well as the leadership for this team and the Pension Specialists. -
Head Of Tax And Wealth Structuring SolutionsCoutts Nov 2010 - Apr 2016London, United KingdomThe design and delivery of the Proposition and Product Strategy for Life, Pensions and Investment Wrappers. Leadership of a highly performing team across various locations in addition to providing Technical Training to our Adviser Population -
Head Of Financial Planning ResearchCoutts Nov 2010 - Nov 2012BristolProviding leadership to a team of researchers to ensure that all of the third party products and investment funds were suitable to support the Coutts Proposition, whilst managing the Risk, Compliance and Internal Process requirements. -
Head Of Risk For Group MarketingLloyds Banking Group Nov 2009 - Nov 2010Head of Risk and TCF for the Retail brands within the Lloyds Banking Group. -
Technical ManagerHbos Mar 2006 - Nov 2009Bristol, United KingdomI managed a team of Technical associates which provided a Technical Helpdesk to the IFA community whilst producing a monthly Technical Magazine and providing actuarial services for the internal product set. In addition, I had responsibility for all of the FCA product reviews and risk management for the full suite of Financial Planning Products. -
Sales ManagerHargreaves Lansdown Nov 2002 - Mar 2006BristolI was appointed as a Sales Manager in the IFA division and my responsibilities included managing the advisory helpdesk as well as recruiting and training new advisers. I recruited 12 trainees and coached them through to being competent advisers in all aspects of Financial Planning. -
IfaKevin Evans Financial Services Sep 1994 - Nov 2002BristolI joined this company as a Paraplanner and progressed through to a Mortgage Adviser and finally an IFA. I was instrumental in developing the client base and building the business in addition to being responsible for the compliance of the Practice.
Katherine R Education Details
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Financial Planning And Services -
Financial Planning And Services -
Hengrove Comprehensive
Frequently Asked Questions about Katherine R
What company does Katherine R work for?
Katherine R works for Natwest Group
What is Katherine R's role at the current company?
Katherine R's current role is Financial Crime.
What schools did Katherine R attend?
Katherine R attended Chartered Insurance Institute, The Chartered Institute For Securities & Investment (The Cisi), Hengrove Comprehensive.
Who are Katherine R's colleagues?
Katherine R's colleagues are Nishi Agarwal, Stuart Bowie, Prateek Verma, David Orsi, Ca. Charu Khandelwal, Himani Goyal, Robert Bell.
Not the Katherine R you were looking for?
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Katherine R
United Kingdom -
Katherine R Duncan
Newcastle Upon Tyne1strath.ac.uk -
Katherine R. Delgado
Manchester
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