Richard Green

Richard Green Email and Phone Number

Business Development Manager (Northern Home Counties) at Transact @ Transact
london, greater london, united kingdom
Richard Green's Location
Solihull, England, United Kingdom, United Kingdom
Richard Green's Contact Details

Richard Green personal email

About Richard Green

As a Business Development Manager at Transact, I help independent financial advisers (IFAs) to grow their businesses and enhance their client outcomes using the UK's leading wrap platform software. With over 32 years of experience in the financial services industry, I have a strong background in investments, pension funds, inheritance tax planning, and investment strategies.I also excel at building and maintaining long-term relationships, based on trust, confidence, and an obsession with customer service. I am proud to be part of Transact, a company that empowers IFAs to deliver the best possible service to their clients.

Richard Green's Current Company Details
Transact

Transact

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Business Development Manager (Northern Home Counties) at Transact
london, greater london, united kingdom
Website:
transact-online.co.uk
Employees:
334
Richard Green Work Experience Details
  • Transact
    Business Development Manager
    Transact Sep 2023 - Present
    Northern Home Counties
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  • Transact
    Adviser Support Manager
    Transact Oct 2012 - Aug 2023
    Midlands
    My role ensures that IFA's, paraplanners and administrators are fully trained in this all emcompassing wrap platform software. I provide bespoke training and technical knowledge to deliver the most successful wrap platform in the UK to our IFA' s in the East and West Midlands.
    View
  • Legal & General
    Wealth Development Manager
    Legal & General Nov 2011 - Sep 2012
    Birmingham, United Kingdom
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  • Standard Life
    Account Manager
    Standard Life Jun 2010 - Nov 2011
    Birmingham, United Kingdom
    View
  • Skandia
    Business Consultant
    Skandia Aug 2001 - Feb 2010
    Birmingham, United Kingdom
    View
  • Npi
    Broker Consultant
    Npi 1992 - 2000
    Birmingham, United Kingdom

Richard Green Skills

Pensions Investments Trusts Estate Tax Planning Structured Products Platforms Wrap Accounts Offshore Investments Building Relationships Relationship Management Portfolio Management Wealth Management Risk Management Wealth Inheritance Tax Planning Business Relationship Management Investment Strategies Financial Services Financial Planning

Richard Green Education Details

Frequently Asked Questions about Richard Green

What company does Richard Green work for?

Richard Green works for Transact

What is Richard Green's role at the current company?

Richard Green's current role is Business Development Manager (Northern Home Counties) at Transact.

What is Richard Green's email address?

Richard Green's email address is ri****@****ail.com

What schools did Richard Green attend?

Richard Green attended University Of Bradford, Wolverley High School.

What are some of Richard Green's interests?

Richard Green has interest in Children, Health.

What skills is Richard Green known for?

Richard Green has skills like Pensions, Investments, Trusts, Estate Tax Planning, Structured Products, Platforms, Wrap Accounts, Offshore Investments, Building Relationships, Relationship Management, Portfolio Management, Wealth Management.

Who are Richard Green's colleagues?

Richard Green's colleagues are Chris Smith, Sally Rowland, Tayo Okeshola, Rachel Rakes, Ciaran Lindsay, Ben Roberts, Kieran Ireton.

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