David Mcmorrow Email & Phone Number

London, Greater London, United Kingdom

Maidstone,Kent

I am responsible for operations, business development and recruitment within this IFA business.

I am currently assisting a financial services group with their marketing and business development activities

• Helping Partners develop key marketing strategies in order to achieve personal and corporate target;• Optimising the all-round performance and internal processes of the Partners, Associate Partners and Sales Consultants in the location ensuring the achievement of sales, productivity and quality of production targets;• Instrumental in setting up a Partner Recruitment programme, a transition programme including a Client Acquisition Strategy programme for new recruit.s

Hamilton Place

• Acting Head of Business in the absence of previous incumbent; • Develop working relationships with Consultancy Partners who are the highest producing Partners across the region; helping Consultancy Partners develop business relationships with professionals• Leading and managing the profitable growth and development in the location to ensure the achievement of recruitment, establishment and production targets;• Leading, directing and developing the location sales management team, ensuring the delivery of professional and focused Sales Management activity through regular one to ones and maintaining regular contact with my Business Quality Team;• Managing the financing arrangements for all Partners and Associate Partners in the location in order to maximise productivity prudently, thereby minimising the risk of financial loss to St James’s Place;• London Consultancy produced in excess of £21M of new business in 2012;• 99% of the Partner population in London Consultancy achieved Diploma Level Qualification.

• Recruitment of new Partners in conjunction with the Business Acquisition Managers;• Design and implementation of new Partner Transition Programme;• Providing guidance and assisting all new Partners in developing marketing and sales strategies to increase their productivity;• Management of Field Transition Team who had responsibility for new joiners to St James’ Place from recruitment to Competent Adviser Status.

• Greenfield operation; from feasibility study to delivery of qualified manpower;• Design implementation and product management of the Academy Programme;• Recruit and develop Management team covering Business Development Managers and Risk/Compliance Managers;• Recruiting and developing Academy candidates;• Provide guidance to all new Partners in developing marketing and sales strategies to commence and increase production; how to create a business from a zero position• Recruited over 80 new financial advisers through the St. James’s Place Academy programme;• Grew a business from zero to a £10 million pa in less than 3 years;• Achieved £405m of Assets under management;• Average production has grown to £84,000 per annum.

• Providing overall direction and targets to my Sales Management Team. Each and every sales manager 6 in total, being responsible for over 120 Partners;• Ensuring the appropriate standards were set and maintained in the general organisation and running of the location;• Elstree location with 120 partners produced turnover in excess of £11m pa.

• Sourcing and selecting new advisers to the Partnership;• Helping Partners develop key marketing strategies in order to achieve personal and corporate target;.• Optimising the all-round performance and internal processes of the Partners, Associate Partners and Sales Consultants in the location ensuring the achievement of sales, productivity and quality of production targets;• Instrumental in setting up a Partner Recruitment programme, a transition programme including a Client Acquisition Strategy programme for new recruit.s