Bringing over a decade of experience in establishing and growing Client Relationships spanning Advisory, Managed Resourcing, L&D and BPO services - predominantly in the regulated Financial Services Sector. My role is to help our clients understand what options they have available in navigating various customer, regulatory and operational initiatives - as well as an honest appraisal as to how we can help.

Leading the Client team to build strong relationships through good insight and quality delivery, continuing to grow our core business.

Supporting our Banking clients to manage the operational demands presented mainly by the pandemic during this period.

Sector Lead responsible for leading Hunstwood's market activity within the life, pensions and investments sector, including advice and distribution.I am tasked with developing and maintaining relationships across the industry in order to understand how new or existing treasury, customer and regulatory drivers impact on firms, ensuring that Huntswood is in a position to help new and existing clients with their challenges and opportunities as they arise.Aligned to Huntswood's… Show more Sector Lead responsible for leading Hunstwood's market activity within the life, pensions and investments sector, including advice and distribution.I am tasked with developing and maintaining relationships across the industry in order to understand how new or existing treasury, customer and regulatory drivers impact on firms, ensuring that Huntswood is in a position to help new and existing clients with their challenges and opportunities as they arise.Aligned to Huntswood's provision of resource and consultancy in core areas of expertise - Governance, Compliance and Complaints; I am currently discussing the following themes with clients, industry practitioners and at industry conferences / seminars:1. Conduct Risk - Governance & culture - Business model & Strategy - Product design - Distribution - Post sale2. Pension Freedoms - Sales process (non-advised, guidance, advice) - Delivery and evidencing fair customer outcomes (customer outcomes testing) - Product governance 3. Advice - Advice process review - balancing efficiency, the customer journey and evidencing suitability - Business assurance - QA framework, case checking, para planning, customer outcomes testing - Acquisition due diligence 4. Complaints - Hunstwood Complaints Outlook 2015 - PS 15/19 - improving complaint handling - implementation of new rules - Complaints Target Operating Model - Staff T&C / Training - Quality Assurance - Root Cause Analysis5. Thematic Reviews (Past Business Review) - Annuities - Legacy Review - Suitability in Wealth Management6. Financial Crime Risk - Anti-money laundering (AML) - Sanctions - Fraud - Bribery and corruption (ABC) - Financial Crime Risk Investigations Show less

I am a Client Partner responsible for developing & maintaining relationships within new or existing clients across core Huntswood service offerings.In line with Huntswood core areas of expertise, I am pro-actively discussing and sharing insights around the following themes with financial services industry practioners:1. FCA Conduct Risk & Compliance- Life & Pensions, Investments, GI, Banking, Mortgages & Consumer Credit- Business Model Analysis & the Firm Systematic… Show more I am a Client Partner responsible for developing & maintaining relationships within new or existing clients across core Huntswood service offerings.In line with Huntswood core areas of expertise, I am pro-actively discussing and sharing insights around the following themes with financial services industry practioners:1. FCA Conduct Risk & Compliance- Life & Pensions, Investments, GI, Banking, Mortgages & Consumer Credit- Business Model Analysis & the Firm Systematic Framework - TCF & Delivering Fair Outcomes (Customer Outcomes Testing)- Distribution- Governance - Compliance Monitoring- Route Cause Analysis - Behavioural Economics- S166 Skilled Persons (Lot 5: "Conduct of Business")- FCA Thematic Reviews2. Customer Services Support (Complaints, Claims, General Customer Services support)- In-Sourcing / Outsourcing - Short term engagements to support spikes in volume (ie renewals, claims, complaints)- Long term partnering agreements 3. New Business Verification & Past Business Review (on-site support & outsourced)- Qualified complex pension & investments- Mortgages- Insurance (GI & Life)- PPI4. Culture & Behavioural Change - aligning the culture of your employees to the delivery of fair customer outcomes - Regulated sales & customer services training- Approved persons training- Customer insight- Measuring customer experience 5. Business Change- Change Management- Project/Programme Management- Business Process Improvement Show less

I was the Senior Consultant leading the executive search delivery of senior level candidates from Manager to Director for leading management consultancy firms in London. From February 2013, I assumed responsiblity for account management and new business development within key consultancy clients and subsequently led a the search effort to deliver against client requirements.Succesful placements included Consulting Director, Managing Consultant, Senior Manager, Principal… Show more I was the Senior Consultant leading the executive search delivery of senior level candidates from Manager to Director for leading management consultancy firms in London. From February 2013, I assumed responsiblity for account management and new business development within key consultancy clients and subsequently led a the search effort to deliver against client requirements.Succesful placements included Consulting Director, Managing Consultant, Senior Manager, Principal Consultant and Principal as well as a number of lower level placements at Consultant and Senior Consultant. Show less