AeroLeads people directory · profile
Joe Marshall Email & Phone Number
Head of Mortgages and Protection
at
Virtu Financial Planning Ltd
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Head of Mortgages and Protection
Location
Clitheroe, England, United Kingdom
Company size
Who is Joe Marshall? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Joe Marshall is listed as Head of Mortgages and Protection at Virtu Financial Planning Ltd, a with 10 employees, based in Clitheroe, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Joe Marshall.
Joe Marshall previously worked as Head of Mortgages & Protection at Virtu Financial Planning Ltd and Mortgage & Protection Adviser at Mortgage 65. Joe Marshall studied at Clitheroe Royal Grammar School.
Company email context
Email format at Virtu Financial Planning Ltd
This section adds company-level context without repeating Joe Marshall's masked contact details.
Virtu Financial Planning Ltd
Review company-level records connected to Joe Marshall before choosing the right outreach path.
Profile bio
About Joe Marshall
Began the colourful journey into Mortgage World in 2014 and been collecting experience as an Adviser ever since. Advising on Mortgage Products, Protection Products, and since passing Equity Release Exam in 2019, stepping occasionally into Equity Release World. Love helping people achieve their aspirations of securing and protecting their ideal homes.
Listed skills include Management, Performance Management, Sales Management, Training Delivery, and 17 others.
Current workplace
Joe Marshall's current company
Company context helps verify the profile and gives searchers a useful next step.
Virtu Financial Planning Ltd
5 roles
Joe Marshall work experience
A career timeline built from the work history available for this profile.
Head Of Mortgages & Protection
Current
Apr 2021 - Present
Mortgage & Protection Adviser
Mortgage 65
Jan 2015 - Mar 2021
Sales & Training Supervisor
(was UK Fuel Cards Ltd until 2013 merge)Responsibilities Include:Supervising the sale of Fuel Card Accounts by the Sales Team.Recruitment & Selection - Interviewing, Hosting & Presenting selection days.Sales Strategy.Staff Motivation.Incentive design & management.Compliance (e.g. mis-selling, data protection).Staff disciplinary issues.Performance Management.Reviewing Poor Credit / Deposit Situations.Sales Coaching.Identifying Training needs within the company.Delivering regular training sessions to all staff.Evaluating the Effects of Training on performances.Designing & Delivering Sales Training for our Berwick office.Projects• Deposit Account Team start-up phase in Burnley Office.• Designing new Sales & Customer Maintenance Training bespoke to the industry.• Full Design & Implementation of Comprehensive PowerPoint based Call Structure Interface tailored to our products and including learning material and industry information.• Full review & re-design of the Induction Process and Training.• Design & Implementation of Quality Control Procedures.• Designing BTEC accredited Contact Centre Skill Training with Burnley College.• Implementation of Sales Apprenticeship Programme working with Burnley College.
Oct 2007 - Dec 2014
Sales Advisor
Uk Fuel Cards Ltd
Resposibilities included:Creating telemarketing campaigns.Contacting Businesses to sell fuel card accounts.Monitoring & Maintaining existing customer usage.Negotiating prices and maintaining profits.Ensure sales targets were hit and exceeded.
Jan 2007 - Oct 2007
3 education records
Joe Marshall education
Education record
Clitheroe Royal Grammar School
Certificate In Training Practice
Bury College
Education record
FAQ
Frequently asked questions about Joe Marshall
Quick answers generated from the profile data available on this page.
What company does Joe Marshall work for?
Joe Marshall works for Virtu Financial Planning Ltd.
What is Joe Marshall's role at Virtu Financial Planning Ltd?
Joe Marshall is listed as Head of Mortgages and Protection at Virtu Financial Planning Ltd.
Where is Joe Marshall based?
Joe Marshall is based in Clitheroe, England, United Kingdom while working with Virtu Financial Planning Ltd.
What companies has Joe Marshall worked for?
Joe Marshall has worked for Virtu Financial Planning Ltd, Mortgage 65, Uk Fuels Limited, and Uk Fuel Cards Ltd.
How can I contact Joe Marshall?
You can use AeroLeads to view verified contact signals for Joe Marshall at Virtu Financial Planning Ltd, including work email, phone, and LinkedIn data when available.
What schools did Joe Marshall attend?
Joe Marshall studied at Clitheroe Royal Grammar School.
What skills is Joe Marshall known for?
Joe Marshall is listed with skills including Management, Performance Management, Sales Management, Training Delivery, Training Programme Design, Change Management, Team Management, and Stakeholder Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Joe Marshall you were looking for.
View similar profiles
