Institutional Account Manager
CurrentResponsible for creating long-term relationships with key partners in the HNW / UHNW Global Wealth Management and Private Bank sectors across the UK to promote Canada Life's wealth management solutions.
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Mark Griggs Dipfa is listed as Institutional Account Manager at Canada Life UK, a with 1 employees, based in Potters Bar, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Mark Griggs Dipfa.
Mark Griggs Dipfa previously worked as Account Manager at Canada Life Limited and Account Support Representative at Canada Life Limited. Mark Griggs Dipfa holds Step Certificate For Financial Services, Trusts & Estate Planning, Pass from Step.
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Specialist in supporting financial advisers writing investment & estate planning business, with over 35 years’ experience within the insurance industry, the last 24 of which with Canada Life Limited.IFS DipFA Level 4 qualified, so am ideally placed to help support the professional adviser market.Currently responsible for deepening relationships with key partners in the PI/CoP, HNW/UHNW Private Banking and Wealth Management sectors.
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Potters Bar, England, United Kingdom
Responsible for creating long-term relationships with key partners in the HNW / UHNW Global Wealth Management and Private Bank sectors across the UK to promote Canada Life's wealth management solutions.
Potters Bar, Herts.
Responsible for all aspects of account management and new business generation for panel of professional adviser firms across Essex, Cambs & East Anglia.Proven history of building strong, productive, long term relationships with professional advisers, writing high quality business and optimising business generated. Able to assist with enquiries regarding any of Canada Life's UK, international, investment and retirement business lines including:- Business generation- Account management- Training & guidance for financial advisers2018 - Received Marketing Champion Award in recognition of high sales results, as well as driving forward deeper integration between Sales & Marketing2017 - Received Outstanding Performance Award in recognition of high sales results, adviser support & coverage2014 - Received Award for Excellence in recognition for professionalism and personal development
Other employees you can reach at canadalife.co.uk. View company contacts for 1 employees →
Cheryl Walker
Colleague at Canada Life UkUnited Kingdom
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FK
Florence Knight
Colleague at Canada Life UkCamden Town, England, United Kingdom
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TC
Tim Calder Dippfs
Colleague at Canada Life UkLondon, England, United Kingdom
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HS
Harriet Smith
Colleague at Canada Life UkPeterborough, England, United Kingdom
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SM
Susanne Man
Colleague at Canada Life UkPotters Bar, England, United Kingdom
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TT
Tom T.
Colleague at Canada Life UkWorthing, England, United Kingdom
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NS
Nikki Smith Cert Cii(Fs)
Colleague at Canada Life UkWare, England, United Kingdom
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EF
Emma Flanagan
Colleague at Canada Life UkLeighton Buzzard, England, United Kingdom
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JC
Jamie Costigan
Colleague at Canada Life UkGreater Manchester, England, United Kingdom
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DR
Dean Robinson
Colleague at Canada Life UkSouthend-On-Sea, England, United Kingdom
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QCF Level 4
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Mark Griggs Dipfa works for Canada Life UK.
Mark Griggs Dipfa is listed as Institutional Account Manager at Canada Life UK.
Mark Griggs Dipfa is based in Potters Bar, England, United Kingdom while working with Canada Life UK.
Mark Griggs Dipfa has worked for Canada Life Uk, Canada Life Limited, and United Friendly Life Assurance Limited.
Mark Griggs Dipfa's colleagues at Canada Life UK include Cheryl Walker, Florence Knight, Tim Calder Dippfs, Harriet Smith, and Susanne Man.
You can use AeroLeads to view verified contact signals for Mark Griggs Dipfa at Canada Life UK, including work email, phone, and LinkedIn data when available.
Mark Griggs Dipfa holds Step Certificate For Financial Services, Trusts & Estate Planning, Pass from Step.
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