Mark Copsey

Mark Copsey Email and Phone Number

Operations and Compliance Director (Central and East) @ Perspective Financial Group Ltd
Chelmsford, GB
Mark Copsey's Location
Chelmsford, England, United Kingdom, United Kingdom
Mark Copsey's Contact Details

Mark Copsey personal email

n/a
About Mark Copsey

Operations Director working at Board level to deliver operational efficiency, growth and business change/restructure.A result orientated Manager with extensive experience over a variety of service providing departments, with a sound knowledge of projects and project management. A diverse background, encompassing set–up and development of service departments in demanding and fast changing environments. Demonstrating managerial ability in leading teams, delivering high levels of service to customers with a ‘can do’ attitude. A varied background of commercial sectors with responsibilities for providing business MI to key stakeholders, systems, controls, business performance/development, staff and supplier /provider relationships.I have developed effective staff and management structures to obtain Investors in People status within businesses and positioning them to win business excellence awards for 'Best Growing Business' and 'Most Enterprising Business'.KEY SKILLS• Managing national operation teams in excess of 100 people.• Commercial acumen to be able to analyse data and accurately report in order to deliver profit improvements in highly competitive environments.• Responsible for growth and subsequent organisational change in a professional and entrepreneurial manner.• Selecting, developing and inspiring teams towards common goals.• Adding value through challenging established practices and delivering creative solutions to complex business problems.• Adaptable and flexible, able to rapidly assimilate new concepts, technologies, industries and cultures.KEY ACHIEVEMENTS• Responsible for national restructure of Operations to deliver more than 30% efficiency gain. Training out the new team and embedding thereafter.• Ensured that business risk is managed in line with internal compliance requirements and the FCA regulatory framework.• Designed and implemented practices and procedures to increase operating profit & facilitate growth of businesses.• Continual reporting to the board on operational and compliance risk, providing enhancements to existing procedures where appropriate. • Recruited, trained and motivated large workforces.• Formulated and implemented a strategy to ensure that the developing needs of the business were met by the right quantity and quality of skilled employees.• Developed staff using competency based appraisals and a series of regular 1:1 interviews.

Mark Copsey's Current Company Details
Perspective Financial Group Ltd

Perspective Financial Group Ltd

View
Operations and Compliance Director (Central and East)
Chelmsford, GB
Website:
pfgl.co.uk
Employees:
336
Mark Copsey Work Experience Details
  • Perspective Financial Group Ltd
    Operations And Compliance Director (Central And East)
    Perspective Financial Group Ltd
    Chelmsford, Gb
  • Perspective Financial Group Ltd
    Regional Director Of Operations
    Perspective Financial Group Ltd Jun 2024 - Present
    Essex, England, United Kingdom
    Following the acquisition of Primera Wealth Management I have taken a Regional Director role at Perspective to build on my existing experience and skillset.The role reports directly to the board, requiring me to integrate new firms into the wider Perspective business and ensure that existing offices are operationally aligned and efficient. There is a wide scope to the role, covering all operational aspects of the business from negotiating leases to working with all internal business department stakeholders.I am required to be the first point of contact for regional offices, ensuring that their profit centres are met and in turn assisting in all operational aspects of running the offices where required. This includes ensuring that all ongoing service reviews are provided to clients across the business.
  • Primera Wealth Management
    Director Of Operations
    Primera Wealth Management Jan 2018 - May 2024
    Chelmsford, United Kingdom
    Director (Operations) at Primera Wealth Management who are an independent financial advisory practice providing specialist advice to high net worth individuals including business owners. After establishing the business with my fellow Director, I was responsible for all aspects of running the business, from Compliance, Finance, IT and Operational oversight.Primera Wealth Management is based in Essex and was formed by leading financial advisory figures. On the 15th November 2023, Primera Wealth Management was acquired by the Perspective Financial Group Limited.
  • Bellpenny
    Operations Director
    Bellpenny Nov 2014 - Oct 2017
    Essex
    Working as a National Operations Director, I was responsible for managing a team in excess of 100 people over 4 office locations. I reported directly to the board providing weekly and ongoing analysis across the Operations team and wider business, also feeding into PE review and strategy meetings.This role depended on the ability to work and align with the other core components of the business. I was responsible for delivering profit improvements and continued growth of the business in line with the business plan and provide strategy on subsequent organisational change in a professional and entrepreneurial manner.
  • Unizone Independent Financial Advisers
    Operations Director
    Unizone Independent Financial Advisers Oct 2002 - Oct 2014
    I joined Unizone at their their inception in 2002 and progressed to become the Operations Director, reporting directly to the board. At Unizone, we aimed to provide our clients with the reassurance and peace of mind that comes with knowing they have the safeguards in place to ensure they create what is needed to fulfill their lifestyle and business aspirations. My focus as Operations Director was on client servicing and delivery, ensuring that all our systems, processes and people were geared toward providing an exceptional level of service to clients and that the Financial Regulators guidelines were met. Key to this was keeping the client core to our service delivery.Unizone reached funds of £400m under management and expanded to become one of the largest Independent Financial Advisory practices in the South East. In October 2014 Unizone merged with Bellpenny, a leading national IFA firm, to give us the size, strength and longevity to continue to meet the regulators developing requirements whilst ensuring we could continue to deliver a first class service to clients.
  • Jbw Associates
    Paraplanner / Trainee Financial Advisor
    Jbw Associates Apr 2000 - Oct 2002
  • Lloyds Banking Group
    Trainee Financial Advisor
    Lloyds Banking Group Sep 1999 - Apr 2000

Mark Copsey Skills

Financial Modeling Financial Reporting Financial Markets Change Management Project Management Problem Solving Team Leadership Team Management It Strategy It Operations Team Building Leadership Financial Services Relationship Management Financial Planning

Mark Copsey Education Details

  • The Plume School
    The Plume School

Frequently Asked Questions about Mark Copsey

What company does Mark Copsey work for?

Mark Copsey works for Perspective Financial Group Ltd

What is Mark Copsey's role at the current company?

Mark Copsey's current role is Operations and Compliance Director (Central and East).

What is Mark Copsey's email address?

Mark Copsey's email address is ma****@****.org.uk

What schools did Mark Copsey attend?

Mark Copsey attended The Plume School.

What are some of Mark Copsey's interests?

Mark Copsey has interest in Football, Technology, Motorsport, Finance, Travel And Gym.

What skills is Mark Copsey known for?

Mark Copsey has skills like Financial Modeling, Financial Reporting, Financial Markets, Change Management, Project Management, Problem Solving, Team Leadership, Team Management, It Strategy, It Operations, Team Building, Leadership.

Who are Mark Copsey's colleagues?

Mark Copsey's colleagues are Hannah Scott, Cristina Naranjo, Ellie Flemings, Charles James Dippfs, Connor Gallon, Kathryn Gray, Ellie B, Ba(Hons) Business Management, Cemap.

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