Mark Cotter Email & Phone Number

Bristol

Senior Business Architect covering the UK business (GI, Life & Pensions, Corporate, Savings & Retirement, Health & Protection). Main responsibilities include; target operating model design, organisational effectiveness, capability analysis, strategic alignment, proposition development, major programme support, executive consultancy.

Bath, United Kingdom

Senior Consultant / Business Architect for Altus Ltd - with a focus on platforms, pensions and investment propositions. Working at the most senior levels with our top tier clients in financial services on projects involving; strategy, target operating models, operational efficiency, regulatory impact analysis and proposition design.Altus is a business systems solutions and consultancy company founded in 2005 to meet the unique needs of the Financial Services industry.We work with the majority of the banks, platforms, wealth managers, life companies and insurers in the UK market supporting them using our structured methods to transformational change, strategy, technology and operations.

Bristol, United Kingdom

Brought in specifically to help launch, run and monitor Cliftons brand new investment platform capability and act as the key contact for the project. This involved using all my existing skills, knowledge and experience to allow the project to be run with minimal disruption and outside assistance requiredo Key contact point for the company in terms of our investment and platform propositions.o Assisting advisers, directors and other staff with client reviews and investment analysis. o Development of internal investment and platform processes and procedures.o Responsible for training and development of new staff.o Key contact/relationship manager for our DFM, investment and platform partners.o Organiser and sitting member of the Clifton ‘Investment Committee’ which sat quarterly to decide company-wide investment policy and strategy.o Working closely with compliance team to monitor documentation and processes

Bath, United Kingdom

Account relationship manager role for successful wrap platform serving the IFA community. The role primarily involves supporting a regional sales manager, as well as looking after a large group of IFA firms, serving as the key Novia contact. This was a telephone based role but included visits to clients to carry out training and for ongoing relationship building.

Bristol, United Kingdom

Supporting the companies chartered financial adviser as a Paraplanner as well as developing and managing administration systems for all investment and pension advisory new business for the company.

Bristol, United Kingdom

Responsible for the training, supervision and workload of a team of administrators processing Pensions applications and requests from our clients.Key responsibilities involved approving holiday and sickness requests, liaising with HR and my manager for any issues affecting the team, carrying out end of year reviews and constantly ensuring the team complied to all data protection and FSA regulations.

Bachelor'S Degree, Bsc Politics, 2.1

2.1 Politics Degree (Bsc Honours)

Post Grad Diploma (Cpe), Law

Post Graduate Diploma in Law (CPE)