Monica Timson Email & Phone Number

• As a financial planning manager, I provide tailored investment advice to clients, focusing on maintaining and growing relationships through remote, phone, or in-person meetings. I prepare comprehensive advice.
• Secured 100% extremely/very satisfying client ratings, reflectingexceptional service quality and client satisfaction.
• Achieved a 100% business quality mix ratio by advising clients on a rangeof products (protection, investment lump sums, and regular monthly premiums)to meet their specific needs.

• In this role, I developed and implemented tailored financial plans for clients, leveraging my communication skills to simplify complex financial concepts and attract new business. I strengthened branch relationships by.
• Accomplished top 5 national ranking for new business generation whilst ensuring 100% adherence to fair outcome standards.
• Facilitated successful testing and regional rollout of 24-session training programme, improving team capabilities and operational efficiency.
• Enhanced referral generation across several branches by coaching newly hired tellers and existing staff, increasing average number of quality referrals from 1-2 per month to 4-5 per month per branch.

• During my time over here, I analysed clients' financial data to deliver tailored mortgage, protection, and banking solutions. I ensured adherence to regulatory standards by maintaining up-to-date Continuing.
• Improved team pass rates from 40% to 90% in three months through targeted coaching and workshops, reaching 98% over six months and moving from the bottom to the top quartile nationally.
• Facilitated successful testing and deployment of branch-to-branch technology training across the country, supporting business growth and technology integration.
• Secured 97% extremely satisfied client ratings, reflecting exceptional service quality and client satisfaction.
• Attained 100% pass rate in all letters writing and outcome checks, using excellence in performance.

• As a Customer Representative, I managed counter and host desk operations, overseeing a range of customer transactions and leveraging insights into their banking habits to provide tailored advice on optimising their.
• Secured Grade 1 audit rating by leading the overhaul of the branch's compliance and documentation processes.
• Streamlined the branch's filing system by reorganising records into precise date, month, and year order, enhancing retrieval efficiency.
• Maintained and updated branch literature to ensure the accuracy of client-facing materials, contributing to the branch's top audit performance.
• Developed and executed a targeted training program for colleagues on proper procedures for address changes, large withdrawals, and complex transactions, ensuring strict adherence to compliance measures.Additional.

Level 4 Diploma For Financial Adviser

Level 3 Certificate In Mortgage Advice And Practice

Certificate Of Higher Education In Business And Management

Activities and Societies: Undergraduate head and Reckitt Benckiser Campus Brand Manager