Kerry Holmes

Kerry Holmes Email and Phone Number

Financial Advice: Business Development & Marketing @ Financial Management IFA
high wycombe, buckinghamshire, united kingdom
Kerry Holmes's Location
Penn, England, United Kingdom, United Kingdom
About Kerry Holmes

I have worked in financial services for over 20 years, across multiple business areas with a determination to help a business grow their AUM, services and clients. I enjoy working on creative and innovative initiatives that impact business performance. I thieve on new challenges, can work independently but enjoy being part of a professional, open and fun team.

Kerry Holmes's Current Company Details
Financial Management IFA

Financial Management Ifa

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Financial Advice: Business Development & Marketing
high wycombe, buckinghamshire, united kingdom
Website:
fmifa.co.uk
Employees:
4
Kerry Holmes Work Experience Details
  • Financial Management Ifa
    Marketing Business Development Manager
    Financial Management Ifa Dec 2015 - Present
    Penn, Buckinghamshire, United Kingdom
    Financial Management clients are at the heart of the business, with a strong vision to help clients to financially achieve their most important financial goals. This determines our brand strategy and communications across all channels. We have an experienced and innovative team with great client and professional partner relationships. Initiating ideas and business development opportunities is a key part of the marketing role. Specialities: business development, marketing strategy, brand strategy, client experience, client proposition, insights and analytics, project management, coaching & training
  • Edward Jones
    Strategic Change Manager
    Edward Jones Sep 2008 - Jan 2010
    London, United Kingdom
    Lead cross functional, global projects to enhance operational efficiency and client service
  • Edward Jones
    Business Development Senior Department Leader
    Edward Jones Jun 2004 - Sep 2008
    London, United Kingdom
    Responsible for UK growth strategies and plansLead a team to hire financial advisersBuild relationships with agencies and other external sourcesRun assessment days, interviews and recruitment events
  • Edward Jones
    Adviser & Customer Support Department Leader
    Edward Jones Jun 1999 - Jun 2004
    London, United Kingdom
    Support financial adviser teams (500+) to deliver a client focused service.Provide training and development to administrators supporting a financial adviser.Actively champion the client relationship.
  • Cazenove Capital
    Business Analyst
    Cazenove Capital Jun 1996 - Jun 1999
    London, United Kingdom
    Integrate and encourage the use of technology on the Trading Floor in London and all oversea's offices to solve business issues. Business project leader for SETS.

Kerry Holmes Education Details

Frequently Asked Questions about Kerry Holmes

What company does Kerry Holmes work for?

Kerry Holmes works for Financial Management Ifa

What is Kerry Holmes's role at the current company?

Kerry Holmes's current role is Financial Advice: Business Development & Marketing.

What schools did Kerry Holmes attend?

Kerry Holmes attended Middlesex University, Humberside University.

Who are Kerry Holmes's colleagues?

Kerry Holmes's colleagues are Andy Robinson, Elliot Clark, Pooja Kumawat, Matthew Wright.

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