Renata Cook Email & Phone Number

Glasgow, Gb

Glasgow, United Kingdom

Renata Cook Wealth Management is an Associate Partner Practice of St. James’s Place Wealth Management one of the UK’s largest wealth managers with funds under management over £154 billion. Renata Cook Wealth Management specialises in the following areas:► Retirement Planning, Annuity Services, Specialised SIPP & SSAS► Investment Planning to suit your individual needs.► Lending Solutions & Mortgages► Inheritance Tax Planning● Corporate enterprisesWe organise financial wellbeing meetings and drop-in clinics at your premises so employees can get help with their financial needs at the workplace.● SME Business and EntrepreneursWe support you by providing bespoke financial advice including aspects of exit strategies so you can concentrate on running your business knowing your finances are in good hands.● Property Investors and Private IndividualsWe help you by providing tailored financial advice including mortgages and other lending solutions, so you can optimise the costs and get access to some of the best deals.Our clients struggled to find time to look after their finances and manage the risks they face. We show our clients that by taking action now we can make a plan and work towards achieving their goals because we can simplify and help with the matters they worry about and care the most.I would be delighted to talk to you, there is no obligation to exploring your options.☎ 07907 595953✉ renata.cook@sjpp.co.ukYour home may be repossessed if you do not keep up repayments on your mortgage.The value of your investment can go down as well as up. You could get back less than you invested.Renata Cook Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.

Glasgow, Scotland, United Kingdom

Glasgow, United Kingdom

• Help clients to step on a property ladder by securing a mortgage to buy their first home, move home or start small business as a landlord with securing a buy to let mortgage. • Provide solutions to meet clients insurance needs.

To provide verbal communication via a telephone between the client and a third party: • UK Solicitors;• UK and US Police;• US insurance services;• US retail banking; • UK Department of Social services;• UK and US NHS and where verbal explanations are necessary directly to the client.

• Build strong relationships with customers by conduct financial reviews; Identify customer needs and priorities and help them make the right financial choices to meet their financial goals.• Ensure excellent customer service in meeting the customers immediate needs within the current and savings accounts, credit cards, loans, mortgage, life and home insurance sales process, whilst identifying appropriate cross sales opportunities• Maintain competence in my role through continuing professional development to ensure excellent levels of product knowledgeAchievements:• 2015 achieved and exceeded my personal goals and received great evaluation for the year.• Received great feedback from mortgage advisors and private banking manager in regards quality referrals. Received a great feedback from 4 colleagues who I coached and helped them to get qualified as Associate Personal bankers. • I was the first Senior Personal banker in my area to achieve the Professional Banker Certificate• Completed CeMAP qualification within 3 months and passed all exams 1st time.

Edinburgh, United Kingdom

• To assess Client’s personal and financial situation through an in depth income and expenditure assessment with supporting documents.• To negotiate an affordable and sustainable plan to bring customer's accounts up to date.• To discuss and assess cases up to €1 million and to underwrite deals within my delegate authority up to €500,000.• Ensure that all the regulations and processes are carefully followed and customer’s records are accurately updated.• To assist the team manager with extra tasks Achievements:• I was always in the top 10 employees of the month due to great performance, I also received excellent feedback and a certificate for excellent work from Operations and Regional managers.• Due to extensive knowledge and experience I was asked to work with different project teams ranging from capitalization initiatives to system improvements. • I was asked to step up as deputy team manager when deputy manager was on holiday.

Edinburgh, United Kingdom

• To negotiate a suitable plan to bring customer's accounts up to date through effective communication and fair treatment.• To ensure I gain commitment from the customer to bring mortgage arrears accounts up to date.• To take ownership and make decisions on accounts whilst ensuring business goals are met.• To take an active role in driving forward Continuous Improvement initiatives and problem-solving ideas.• Refer accounts to underwriting team for assessment or to field agent to start legal proceedings.

To provide verbal communication between the client and a third party: • Justice of the peace Courts;• Sheriff Courts;• Solicitors;• Scotland Police;• Employment tribunal• Department of Social services• NHS and where verbal explanations are necessary directly to the client.

• To balance accounts • To process sales invoices, receipts and payments • To reconcile company bank statements • To deal with financial paperwork and filing

Glasgow, United Kingdom

• To learn about mortgages and regulations of financial sector in the UK.• To managing accounts payable and receivable.• To prepare and manage reports and documents.• To handle incoming calls and mail.

Master Of Science (Msc), Corporate Governance And Accountability, Merit

Diploma In Regulated Financial Planning

Certificate In Mortgage Advice And Practice (Cemap), Cemap 1 - Merit Pass, Cemap 2 - Merit Pass, Cemap3 - Merit Pass

Professional Banker Certificate

Ba In Management And Business Administration, Finance And Financial Management Services, 2:1