Nathan Clarke (Dippfs) Email & Phone Number

Manchester Area, United Kingdom

Peterborough, England, United Kingdom

- Collaborated with clients to tailor corporate financial plans, achieving significant cost savings of 15% through adept negotiation with third-party providers.- Prepared and presented comprehensive suitability reports, ensuring client satisfaction and informed decision-making.- Conducted engaging technical presentations for client employees, promoting financial literacy and maximising utilisation of employer sponsored benefits.- Engaged with HR leaders and C-level executives to… Show more - Collaborated with clients to tailor corporate financial plans, achieving significant cost savings of 15% through adept negotiation with third-party providers.- Prepared and presented comprehensive suitability reports, ensuring client satisfaction and informed decision-making.- Conducted engaging technical presentations for client employees, promoting financial literacy and maximising utilisation of employer sponsored benefits.- Engaged with HR leaders and C-level executives to optimise employee benefit provisions, aligning with organisational objectives and enhancing employee wellbeing. Show less

Peterborough, England, United Kingdom

- Spearheaded the development and implementation of streamlined business processes post-restructuring, enhancing operational efficiency.- Led the corporate administration team in daily operations, including project delegation, conducting productive 1-2-1 sessions, and facilitating team appraisals to align with organizational goals.- Proactively identified and addressed departmental challenges, ensuring prompt resolution and risk mitigation.- Provided strategic oversight and… Show more - Spearheaded the development and implementation of streamlined business processes post-restructuring, enhancing operational efficiency.- Led the corporate administration team in daily operations, including project delegation, conducting productive 1-2-1 sessions, and facilitating team appraisals to align with organizational goals.- Proactively identified and addressed departmental challenges, ensuring prompt resolution and risk mitigation.- Provided strategic oversight and management to ensure seamless execution of the administrative function of corporate financial advice. Show less

Peterborough, England, United Kingdom

- Handled administrative tasks for corporate advice, including payroll data organization and assistance with GL, GIP, CIC, PMI & Dental renewals and claims.

Peterborough, England, United Kingdom

- Managed end-to-end client recommendations, ensuring smooth processing from inception to completion (paperwork handling, application tracking, and product management).- Conducted in-depth suitability assessments, performing investigative research to mitigate potential client risks and ensure regulatory compliance.- Demonstrated expertise in a wide range of financial products, catering to the needs of high-net worth clientele and facilitating investments in to VCT, EIS, and SEIS… Show more - Managed end-to-end client recommendations, ensuring smooth processing from inception to completion (paperwork handling, application tracking, and product management).- Conducted in-depth suitability assessments, performing investigative research to mitigate potential client risks and ensure regulatory compliance.- Demonstrated expertise in a wide range of financial products, catering to the needs of high-net worth clientele and facilitating investments in to VCT, EIS, and SEIS opportunities. Show less

Peterborough, England, United Kingdom

- Managed administrative tasks efficiently, including scheduling meetings and maintaining client relationships to ensure seamless communication and service delivery.- Conducted comprehensive financial portfolio reviews, addressing individual client needs and providing a various set of solutions to help enable the client reach their financial goals