Nick Page Email and Phone Number
Nick Page personal email
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Contracts Experience; New Business ReviewWorking within a team of contractors to carry out a review of all new business at a firm specialising in General Insurance Policies as instructed by the FSA for a FSMA section 166 review. • Reviewing all GI business written by a direct sales force within a specified time frame, accessing information recorded on Head Office imaging systems.• Completing a quality check report form for each case reviewed; including narrative recommending any remedial action required. • Uploading the report form to a shared drive, recording the result on a shared spread sheet to provide MI for the business. Senior Mortgage Complaints Handler. Working with a team of contractors for a Bank forming part of the Head Office Customer Relations team to review mortgage complaints that have been esculated to the Financial Ombudsman Service (FOS). Sending a response to FOS complaint summary letters, working to strict timescales, challenging jurisdiction where appropriate. Carrying out a thorough review of the complaint and Final Response Letter.Correct decision for Upholding/Not Upholding compliant and recommend a revised resolution in full and final settlement, where appropriate. Producing clear, concise, factual letters achieving complaints handling quality target. Submitting file to FOS Adjudicators and responding to requests for further information. Checking that accurate records are kept on the complaints tracking system and servicing platforms.Specialties: • Training & Competence• File Checking, field assessments, Annual Audits• Compliance • Complaint Handling • Mortgage Conduct of Business Rules (MCOB)• Insurance Conduct of Business Rules (ICOBS)
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Mortgage AdvisorThe Mortgage Centres Jan 2024 - PresentStowmarket -
Director At Sutton Page LtdSutton Page Ltd Feb 2021 - Jun 2024Fareham, Hampshire, United Kingdom, Po16 8ErSutton Page provides remote administrative support to Mortgage & Protection advisers including those in the PRIMIS Mortgage Network -
T&C Supervisor /Area Supervision MangerPrimis Mortgage Network Mar 2011 - Oct 2020Birmingham Business Park, England, United KingdomExperience with Personal Touch Financial Service and then PRIMIS Mortgage Network after acquisition • Booked, confirmed, and prepared for Supervision / Appraisal meetings /Evaluations with sole traders and multi -adviser firms within my span of control. Assessed, monitored and coached advisors in order that they gained and then maintained competent status, as set out by the companies Training and Compliance procedures• Conducted field visits/Supervision Appraisals including review of KPI’s, Sales Quality Report, sales process, business levels, compliance issues and breaches, TCF Quarterly Reports, review of Risk Assessment Report, CPD records and Conducted Role plays as required. Fully completing documentation, grading firms according to the risk to the Network.• Created action plans resulting in advisors improvement of business performance and ensured required competency and persistency ratio achieved . Remotely added resulting reports to training records, head office systems and shared drives with in agreed Service Level Requirements• Assisted with member induction programme including role play assessments. -
Compliance Contractor & Business Development ManagerConfidential Mar 2009 - Feb 2011Compliance Contractor & Self-Employed Business Development Manager. Qualifications include FPC3, Cemap, & Supervising in a regulated environment ( CeSRE)Specialist knowledge in:• Training & Competence• File Checking, field assessments, Annual Audits.• Complaint Handling • Mortgages and General Insurance compliance• Pure Protection compliance• Business Development• One-to-one business consultancy to increase performance • Network Recruitment • Financial Services Industry related Software training• Estate Agency
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Area Development ManagerNetwork Data May 2007 - Feb 2009• Provide ongoing field compliance, T&C, and sales training to AR firms as appropriate to attain a suitable level of competence in all matters.• Manage own diary to undertake daily field visits in accordance with the T&C scheme , produce management action reports at the end of each visit, uploading remotely to head office systems.• Carry out one to one meetings and observed calls/role plays with all AR’s within given area in accordance with an agreed call pattern. • Plan follow-up visits where these are considered necessary.• Provide ongoing T&C training & carry out annual audits for AR’s & Company Supervisors. • Recruit and provide training to firms looking to join the network.•Undertake all remedial and exit visits as requested by head of compliance.•Provide training on software systems including Trigold & Lifequote.•Communicate initiatives, incentives or general communication in a consistent and timely fashion. Aid brokers in developing their own business in all areas.
Frequently Asked Questions about Nick Page
What company does Nick Page work for?
Nick Page works for The Mortgage Centres
What is Nick Page's role at the current company?
Nick Page's current role is Mortgage Broker.
What is Nick Page's email address?
Nick Page's email address is mo****@****ail.com
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