Matthew Simons Email and Phone Number
Matthew Simons work email
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Matthew Simons personal email
I am an experienced financial services professional with an excellent track record of sales delivery, compliance and people development, working for major providers as well as in the independent market.With excellent knowledge of the financial services industry, I have worked in roles within sales, training and compliance, leading teams across multiple sites and large geographical areas, supporting advisers in helping clients achieve their financial goals. Creating new business opportunities through coaching and developing advisers, I am an excellent communicator at all levels and this enables me to influence key stakeholders in the business I work in.I hold the Diploma in Financial Planning and Certificate in Mortgage Advice, as well as the Award in Long Term Care Insurance.
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Regional ManagerSchroders Personal Wealth Jun 2023 - Present -
Adviser Development ManagerSchroders Personal Wealth Jan 2022 - Jun 2023
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Academy Development ManagerOpenwork Ltd Jan 2020 - Jan 2022I worked with advisers who were part of the Openwork Academy programme, my role was to ensure the smooth transition of the advisers into firms ensuring appropriate support, guidance and development to maximise their success. I provided coaching on sales skills and processes to advisers whilst ensuring they understood and could use Openwork’s business submission software, driving results to ensure a flying start and monitoring progress and production.Ensuring all advisers understood Openwork’s compliance standards was a key part of my role and I worked closely with newly licensed advisers to successfully submit their first few cases. -
Regional Manager Financial PlanningSantander Uk Jan 2015 - Jan 2020I joined Santander to lead the regional team in East Anglia and be responsible for delivering sustainable levels of positive and suitable customer outcomes.I managed a team of Financial Planning Managers across Norfolk, Suffolk, Essex and Cambridgeshire, providing effective leadership and supervision to achieve excellent client outcomes and experience whilst adhering to regulatory and internal process requirements. I was also responsible for identifying, assessing, prioritising, monitoring and controlling risks to protect the client, adviser and bank. -
Head Of Financial PlanningHansells Solicitors And Financial Advisers Jan 2012 - Jan 2015NorwichI led the Financial Services Department at Hansells Solicitors & Financial Advisers. We provided unbiased financial advice and formed long term relationships with our clients to help them achieve financial security and prosperity. Our advice complemented our clients financial goals by providing solutions that matured and changed as these goals changed over time. -
Independent Financial AdviserAwd Chase De Vere Sep 2011 - Jan 2012I provided holistic financial planning to prospective and existing clients in a compliant manner, providing exceptional client service -
Manager - Wealth AdviceTowry Oct 2008 - Aug 2011I managed a team of professionally qualified advisers, who delivered high quality independent advice and were supported by an extensive team of experts in all relevant fields. We provided independent financial advice and an independent investment management service to private clients and small to medium sized enterprises. Recognising that each client has individual requirements and tailoring solutions to help achieve their financial goals. -
Business Development ManagerThe Money Centre Nov 2007 - Jul 2008 -
Area ManagerRoyal Bank Of Scotland May 2004 - Nov 2007 -
Regional Sales ManagerNorwich Union Life Mar 1991 - Apr 2004
Matthew Simons Skills
Frequently Asked Questions about Matthew Simons
What company does Matthew Simons work for?
Matthew Simons works for Schroders Personal Wealth
What is Matthew Simons's role at the current company?
Matthew Simons's current role is Helping people achieve financial security at Schroders Personal Wealth.
What is Matthew Simons's email address?
Matthew Simons's email address is ma****@****l.co.uk
What skills is Matthew Simons known for?
Matthew Simons has skills like Sales Management, Financial Planning, Client Relationship Building, Coaching, Training, Business Planning, Financial Advice, Proposition Development, New Business Development, People Development, Inheritance Tax Planning, Wealth Management.
Who are Matthew Simons's colleagues?
Matthew Simons's colleagues are Rachel Donoghue, Adam Howard, Julia Hunter Dippfs, Alicia Doyle, Struan Robb, Leigh Dunkley Dippfs, Faye Evans.
Not the Matthew Simons you were looking for?
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3csr.com, cambridgeassessment.org.uk, cambridge.org -
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Matthew Simons
Helping Companies Scale Through The Transformation Of People, Process And Technology. Accelerate The Use Of Ai & Automation To Achieve Sustainable GrowthLondon3hotmail.com, epsilon.com, epsilon.com2 +146926XXXXX
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Matthew Simons
United Kingdom3yahoo.co.uk, sunchemical.com, amcor.com1 (513) 6XXXXXXX
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Matthew Simons
Christchurch
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