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Nicholas Green is listed as Client Relationship Manager at Wren Sterling at Wren Sterling, a with 108 employees, based in Crewe, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Nicholas Green.
Nicholas Green previously worked as Client Relationship Manager at Wren Sterling and Financial Adviser at Mutual Financial Management Llp.
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A confident, highly motivated, and enthusiastic individual who can build rapport and effective relationships at every level. Ability to influence and lead however is equally confident when working alone. Consistent career progression has followed the successful delivery of results, together with proven administrative skills allied with impressive sales and management abilities, which can be transferred into many environments including extensive financial planning experience.Takes an analytical and tenacious approach to solving problems when reviewing ineffective work practices, hence implementing change which has a positive impact on performance. Effectively uses time management skills to ensure tasks are consistently carried out within the required schedules.
Listed skills include Pensions, Income Protection, Inheritance Tax Planning, Wealth, and 18 others.
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A career timeline built from the work history available for this profile.
Wilmslow, England, United Kingdom
Diploma qualified, self motivated individual with over twenty years experience in the Financial Services sector. During this time I have provided a service to many clients and pride myself on providing an excellent service for my clients and developing long term relationships where I can help clients meet their financial objectives.
Wilmslow
Diploma qualified, self motivated individual with over twenty years experience in the Financial Services sector. During this time I have provided a service to many clients and pride myself on providing an excellent service for my clients and developing long term relationships where I can help clients meet their financial objectives.
Wilmslow,Cheshire
Diploma qualified, self motivated individual with over twenty years experience in the Financial Services sector. During this time I have provided a service to many clients and pride myself on providing an excellent service for my clients and developing long term relationships where I can help clients meet their financial objectives.
Cheshire
• Successfully developed the telephone-based advice service and dealt with all day to day client advice.• Advice on pensions and investments to existing and new clients• Strong team environment with Paraplanner and administration colleagues• Successful relationships with lead generators and fund managers
Sandbach
•To achieve personal targets in mortgage and protection sales•Built effective business relationships with estate agent staff•Encouraged team and individuals to achieve qualified leads through training, coaching and development, whilst motivating them to achieve their own personal goals
• Achieved 125% of target in first quarter of 2013. • Consistently achieved a green audit for compliance rating. • Built effective business relationships within the Co-Operative bank and Britannia branches in the Cheshire area whilst exceeding company targets. • Encouraged team and individuals to achieve qualified leads through training, coaching and development, whilst motivating them to achieve their own personal goals. • Managed self-development by continuous personal learning, which enabled success in a continually changing and customer focused regulated environment.
North West Uk
Mortgage Consultant promoted to Sales manager - 2002 - 2009Achieved top sales manager award for 2005 and top mortgage consultant for 2004 Responsible for leading a team of 15 mortgage consultants in the field, improving on sales performance by training, coaching and coordinating leads by call Center staffSuccessfully exceeded sales targets and consistently appearing in the top 5 out of 40 consultants league tableBuilt effective business relationships with call Center lead generators by effective training, coaching and development
Other employees you can reach at wrensterling.com. View company contacts for 108 employees →
Danielea Kay
Colleague at Wren SterlingHalifax, England, United Kingdom
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David Yates
Colleague at Wren SterlingNottingham, England, United Kingdom
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David Stokes Fpfs
Colleague at Wren SterlingRoyal Leamington Spa, England, United Kingdom
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Olivia Bell
Colleague at Wren SterlingNottingham, England, United Kingdom
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Terry Ratcliffe Dippfs - Financial Planning And Advice
Colleague at Wren SterlingStockport, England, United Kingdom
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Blair Williamson
Colleague at Wren SterlingUnited Kingdom
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Austin Hutchinson
Colleague at Wren SterlingGreater Manchester, England, United Kingdom
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Graeme Wake
Colleague at Wren SterlingNewcastle Upon Tyne, England, United Kingdom
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Hope Farr
Colleague at Wren SterlingNottinghamshire, England, United Kingdom
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Charles Matthews
Colleague at Wren SterlingGreater Guildford Area, United Kingdom
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Quick answers generated from the profile data available on this page.
Nicholas Green works for Wren Sterling.
Nicholas Green is listed as Client Relationship Manager at Wren Sterling at Wren Sterling.
Nicholas Green is based in Crewe, England, United Kingdom while working with Wren Sterling.
Nicholas Green has worked for Wren Sterling, Mutual Financial Management Llp, Mcgarrie Vahey & Partners, Simple Financial Advice, and Countrywide.
Nicholas Green's colleagues at Wren Sterling include Danielea Kay, David Yates, David Stokes Fpfs, Olivia Bell, and Terry Ratcliffe Dippfs - Financial Planning And Advice.
You can use AeroLeads to view verified contact signals for Nicholas Green at Wren Sterling, including work email, phone, and LinkedIn data when available.
Nicholas Green is listed with skills including Pensions, Income Protection, Inheritance Tax Planning, Wealth, Financial Services, Portfolio Management, Mutual Funds, and Protection.
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