Nathan Farrell
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Nathan Farrell Email & Phone Number

Regional Paraplanning Manager at Chase de Vere
Location: Bath, England, United Kingdom 9 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Role
Regional Paraplanning Manager
Location
Bath, England, United Kingdom
Company size

Who is Nathan Farrell? Overview

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Quick answer

Nathan Farrell is listed as Regional Paraplanning Manager at Chase de Vere, a with 523 employees, based in Bath, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Nathan Farrell.

Nathan Farrell previously worked as Team Leader at London & Country Mortgages and Financial Planning Manager at Santander Uk. Nathan Farrell holds First Class Dual Honours, Economics And Finance, 1St Class from Keele University.

Company email context

Email format at Chase de Vere

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Chase de Vere

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Profile bio

About Nathan Farrell

I graduated with a first class dual honours in Economics and Finance in 2011, gained experience in a wide range of operational & strategic departments within a large corporation. Always looking to challenge myself & learn I moved into branch management & relationship management then moved across to Wealth Management where I gained valuable experience in giving regulated Financial Advice before moving into my role as a Team Leader in the mortgage intermediary market.

Listed skills include Research, Microsoft Office, Teaching, Data Analysis, and 17 others.

Current workplace

Nathan Farrell's current company

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Chase de Vere
Chase De Vere
Regional Paraplanning Manager
london, greater london, united kingdom
Employees
523
AeroLeads page
9 roles · 15 years

Nathan Farrell work experience

A career timeline built from the work history available for this profile.

Regional Paraplanning Manager

Current

Bath, England, United Kingdom

Aug 2022 - Present

Team Leader

Bath, England, United Kingdom

Leading & managing a team of mortgage advisors both in an office & remotely. Manage the team against set KPI's, KQI's & behaviours whilst carrying out all the normal line manager responsibilities. Responsible for sales performance, all aspects of compliance including observations & onboarding of new to industry advisors, managing the team, performance management, reviews, coaching & developing the team to meet objectives.

Dec 2020 - Aug 2022

Financial Planning Manager

Bath, United Kingdom

Proactively generating my own leads as well as coaching my branch team for referrals I am able to give financial advice to customers. As well as generating my own leads I am responsible for writing my own reports in full, keep up to date with industry and company specific changes, the products, managing my own diary, deepening existing relationships and am able to offer remote advice at whatever time suits the customer.

Nov 2019 - Dec 2020

Branch Manager

First managing a branch and successfully changing it from a risk critical and under performing branch to gaining 88% in our risk assessment, increasing commercial output by more than 100% and coming first and second respectively in two separate UK-wide promotional campaigns. Offering excellent customer service is my top priority and this is reflected by being the only branch nationwide to achieve a 100% customer satisfaction consistently for over three years.Then moved onto a larger… Show more First managing a branch and successfully changing it from a risk critical and under performing branch to gaining 88% in our risk assessment, increasing commercial output by more than 100% and coming first and second respectively in two separate UK-wide promotional campaigns. Offering excellent customer service is my top priority and this is reflected by being the only branch nationwide to achieve a 100% customer satisfaction consistently for over three years.Then moved onto a larger branch managing a bigger team & have successfully gained a diploma in Leadership & Management. Again turned the branch around from underperforming to one of the highest performers in the region. Show less

2014 - 2019 ~5 yrs

Relationship Manager

Santander Uk

Bath, United Kingdom

Successfully building and maintaining relationships with clients and key personnel within the higher education sector & local community. By the end of my time in this role the key relationship was at an all time high. Introduced the sales team to opportunities for further sales within key clients. Organised many events to bring together different stakeholders & got heavily involved in fundraising for local charities, maximising the amount raised & matched by Santander each year continuously.

2013 - 2018 ~5 yrs

Graduate

Graduate scheme whereby I gained a wealth of experience in busy retail branches covering the Service and Control Manager role as well as the Personal Banking Advisor role. I also gained experience within HR and recruitment including conducting 1:1 interviews, assessing presentations and group exercises. During the course of the scheme I also undertook a research project on consistency of service offered across the South West division and presented it to the senior management team.

2012 - 2013 ~1 yr

Telesales Manager

Working in market research with ECORYS whilst studying for my dual honours degree. I was in telesales and was the top performer by a considerable distance for the duration of my time there. Business to business sales as well as general public. Cold calling and warm leads. Many dealings with senior executives in companies all over the UK, occasionally mainland Europe.

Jan 2009 - Apr 2012

Venue Worker

Michael Wisher
Jul 2008 - Sep 2009

Quantity Surveyor Intern

Rmc
Dec 2008 - Jan 2009
Team & coworkers

Colleagues at Chase de Vere

Other employees you can reach at chasedevere.co.uk. View company contacts for 523 employees →

1 education record

Nathan Farrell education

  • Keele University
    Keele University
    1St Class
FAQ

Frequently asked questions about Nathan Farrell

Quick answers generated from the profile data available on this page.

What company does Nathan Farrell work for?

Nathan Farrell works for Chase de Vere.

What is Nathan Farrell's role at Chase de Vere?

Nathan Farrell is listed as Regional Paraplanning Manager at Chase de Vere.

Where is Nathan Farrell based?

Nathan Farrell is based in Bath, England, United Kingdom while working with Chase de Vere.

What companies has Nathan Farrell worked for?

Nathan Farrell has worked for Chase De Vere, London & Country Mortgages, Santander Uk, Ecorys, and Michael Wisher.

Who are Nathan Farrell's colleagues at Chase de Vere?

Nathan Farrell's colleagues at Chase de Vere include Andrew Tricker, Jane Dutton, Steve Hearn, Paul Dhiman Dippfs, and Sani Bernasconi.

How can I contact Nathan Farrell?

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What schools did Nathan Farrell attend?

Nathan Farrell holds First Class Dual Honours, Economics And Finance, 1St Class from Keele University.

What skills is Nathan Farrell known for?

Nathan Farrell is listed with skills including Research, Microsoft Office, Teaching, Data Analysis, Microsoft Excel, Science, English, and Powerpoint.

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