I joined Acumen in 2018 to oversee the systems and controls for the business. My duties also include Gabriel reporting to the Regulator, T&C supervision of the advisers within the firm, paraplanning and report writing and anything to do with ensuring that the business operates smoothly and compliantly.

To supervise, coach and develop RI's in my area in accordance with Tenet's T&C scheme and operational requirements.To identify key risks to the business and to suggest / implement appropriate solutions.

Following the demise of Honister Capital, I am a diploma qualified professional, available immediately for an employed position within financial services. My experience is in T&C supervision, sales management and adviser development, working with IFAs, retail financial services and home service advisers.

Responsible for delivering adviser support to a high standard and within specified timescales. My role involved working with inexperienced and experienced advisers, up to and beyond Competent Adviser Status, ensuring IFAs are ready for RDR, improving skills, qualifications, knowledge and effectiveness of the Honister Capital adviser population, to enable them to work within the T&C scheme and to meet FSA standards.

Responsible for the day to day sales management and T & C supervision for a team of 8 Financial Planning Managers.To develop long term, profitable customer relationships, using a holistic financial planning strategy.To plan, forecast and review activity and productivity of the sales team, delivering to sales targets to support the Society’s income stream.Conducting sales process observations in the field and giving effective coaching and feedback to aid staff development.Work in cohesion with retail colleagues to drive 2 way lead generation.Managed advisers to achieve and exceed targets, thus driving revenue.

Supervised and monitored a team of 8 Consultants, creating a team based environment, stimulating high levels of individual performance, integrity and both staff and customer satisfaction.Responsible for staff recruitment, development, coaching and retention.Responsible for all team compliance aspects, including KPI’s, as well as team sales of ordinary branch, general branch, mortgage and deposit business, contributing to the achievement of the branch business plans.Monitored individual performance against branch business plans and reviewed monthly via structured 1 to 1 performance interviews.