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Mark Knowles Dippfs is listed as Compliance Manager at 2plan Wealth Management Ltd at 2plan wealth management Ltd, a company with 220 employees, based in Greater Sheffield Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Mark Knowles Dippfs.
Mark Knowles Dippfs previously worked as Compliance Manager at 2Plan Wealth Management Ltd and Quality Assurance Manager at 2Plan Wealth Management Ltd. Mark Knowles Dippfs studied at Westfield School.
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An experienced level 4 qualified financial services professional with a proven track record of providing excellent customer service to customers within a FTSE100 company.I am positive self motivated, hardworking and I always strive to achieve the highest standard possible in any role. I have a number of years experience in reviewing sales files, customer complaints and handling business reviews. Highly effective in managing and motivating teams to achieve key objectives, experienced at managing teams at various levels in both life and general insurance. Recognised for my ability to lead teams in delivery of targets by identifying process and efficiency improvements.Previously I have worked as a department and team manager within Aviva and I have developed excellent management and leadership skills.I consider my key skills and strengths to be as follows:-Diploma in Regulated Financial Planning (QCF L4), R01, R02, R03, R04, J10 (Discretionary Investment Management), ER1 (Equity Release), CF2 and FPC 1, 2, 3 qualified.Ability to work to strict deadlines, whilst maintaining high quality. Passionate about providing an excellent customer experience, ethically driven and focused on providing the highest quality service within the culture of treating customers fairly and meeting regulatory standards. Excellent communication and customer service skills (verbal and written).Ability to work under pressure in order to meet deadlines within regulated and non regulated environments.Ability to build effective relationships with Stakeholders.Excellent leadership, supervisory and coaching skills.Good computer skills in Microsoft Word, Excel and PowerPoint.
Listed skills include Financial Services, Stakeholder Management, Management, Financial Risk, and 13 others.
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Leeds, United Kingdom
Compliance & Audit consultant reviewing investment, protection and pension cases completed by case handlers.Reviewing past business sales and the completion of case review reports, face to face feedback to aid the training and development of case handlers.Reviewing specialised technical team cases which consists of investigating churn and replacement sales.
Leeds, West Yorkshire, United Kingdom
Quality Assurance manager responsible for reviewing all business signed of by head office checking. reviewing investment protection and pension business including Defined Benefits transfers and pension draw down cases.
Financial Consultant within Aviva providing financial advice to existing policyholders on all aspects of their investments. Reviewing their investments in-line with current risk profiles and objectives. Developed expert customer handling skills necessary to carry out a financial review of a customer’s personal circumstances and provide suitable financial.
Investigation and resolution of regulated complaints including mortgage related (endowment) and general complaints.Effective decision making in order to resolve complaints within the guidelines set by the Financial Services Authority.Issued detailed resolution letters and customer contact to explain actions and outcome when required. Liaised with the.
Managed operations for over 120 staff, monitor Department service levels and workstate taking action where required. Produced weekly analysis and variance report, (Plus actions needed to rectify shortfalls).Led and motivated 6 team managers within the Total Loss and Credit Hire teams, to ensure business target and objectives were achieved.Led and motivated.
Managed and motivated a number of successful teams within various departments. Ensured excellent customer service standards at all times whilst achieving challenging business targets. Completed 1-1 reviews setting individual objectives and performance management. Monitored department service levels and workstate and took action where required. (Produced.
Managed and motivated a number of successful teams within various departments. Ensured excellent customer service standards at all times whilst achieving challenging business targets. Completed 1-1 reviews setting individual objectives and performance management. Monitored department service levels and workstate and took action where required. (Produced.
Managed and motivated a number of successful teams within various departments. Ensured excellent customer service standards at all times whilst achieving challenging business targets. Completed 1-1 reviews setting individual objectives and performance management. Monitored department service levels and workstate and took action where required. (Produced.
Other employees you can reach at 2plan.com. View company contacts for 220 employees →
Gemma Daulby
Colleague at 2Plan Wealth Management Ltd
Stokesley, England, United Kingdom, United Kingdom
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RB
Rajeev Bouri
Colleague at 2Plan Wealth Management Ltd
Nottinghamshire, England, United Kingdom, United Kingdom
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MR
Mike Robinson
Colleague at 2Plan Wealth Management Ltd
Corbridge, England, United Kingdom, United Kingdom
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JP
Jill Parkinson
Colleague at 2Plan Wealth Management Ltd
Leeds, England, United Kingdom, United Kingdom
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AK
Adam Kelly
Colleague at 2Plan Wealth Management Ltd
Leeds, England, United Kingdom, United Kingdom
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SM
Scott Moody
Colleague at 2Plan Wealth Management Ltd
Greater Southampton Area, United Kingdom
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RS
Richard Seeds
Colleague at 2Plan Wealth Management Ltd
Dartford, England, United Kingdom, United Kingdom
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JD
Julie Dakin
Colleague at 2Plan Wealth Management Ltd
Greater Leeds Area, United Kingdom
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AD
Aaron Dexter
Colleague at 2Plan Wealth Management Ltd
United Kingdom, United Kingdom
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TM
Trevor Mitchell Apfs
Colleague at 2Plan Wealth Management Ltd
Nutley, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Mark Knowles Dippfs works for 2plan wealth management Ltd.
Mark Knowles Dippfs is listed as Compliance Manager at 2plan Wealth Management Ltd at 2plan wealth management Ltd.
Mark Knowles Dippfs is based in Greater Sheffield Area, United Kingdom, United Kingdom while working with 2plan wealth management Ltd.
Mark Knowles Dippfs has worked for 2Plan Wealth Management Ltd and Aviva.
Mark Knowles Dippfs's colleagues at 2plan wealth management Ltd include Gemma Daulby, Rajeev Bouri, Mike Robinson, Jill Parkinson, and Adam Kelly.
You can use AeroLeads to view verified contact signals for Mark Knowles Dippfs at 2plan wealth management Ltd, including work email, phone, and LinkedIn data when available.
Mark Knowles Dippfs studied at Westfield School.
Mark Knowles Dippfs is listed with skills including Financial Services, Stakeholder Management, Management, Financial Risk, Finance, Team Management, Customer Experience, and Analysis.
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