Richard Sheridan Email & Phone Number

Stratford-Upon-Avon, England, United Kingdom

Henley-In-Arden

Experienced Financial Professional that puts the customer first, protecting and creating Wealth. Specialist in Protection, Pensions, Investments, and Inheritance tax mitigation. My real talent is to explain complex issues in a language that you can understand, to keep you fully involved in managing your Financial aims through to your objectives. Truly Independent with an Holistic approach and access to the whole market.

Wolverhampton, United Kingdom

Leader in Behavioural and Cultural change to put the customer at the centre of everything we do.Successful in recruiting, training and rebuilding teams, and the support networks behind them; using a 'One Team' approach.Project Managed an SME re-location from end to end during my spare time to broaden experience.Business planner responsible for the delivery of Sales Income and Risk thresholds for a team of Financial Consultants, in delivery of Regional requirements. Key achievements• Used performance management, and business planning to deliver a 17% increase in sales • Introduced new systems and processes, including individual action plans to improve file quality from 83% to above the 90% benchmark.• Undertook observations and customer contact calls to improve NPS figures from 60 to 68.• Identified referral underperformance in key branches through data and observation. Using team and individual training sessions, 121’s and observations improving performance by up to 100%. • Recruited 7 new advisers to rebuild the team following restructure and fulfil my headcount and assist in replenishing the Regional headcount. Supervised recruits from end to end in the full training process towards CAS status.• Managed a timely framework of Product, Procedural, and Training schedules to maintain all regulatory and compliance requirements.

Worcester, United Kingdom

Key Achievements• Delivery of sales thresholds on a monthly, quarterly and annual basis including results of 148%, 163%, and 152% resulting in promotion.• Delivering a high standard of NPS scores at 9 and 10 on every occasion.• Maintaining Risk score within a GREEN status.• Achieving RDR qualification.• Induction Consultant successfully training/mentoring 5 new recruits into the field.• Acting Sales Team Manager covering holidays and courses.• Area and Regional representative in open forum meetings.• Coaching and up-skilling of Branch team to achieve referral thresholds.

Cemap

Diploma In Financial Services Level 4, Financial Planning And Services - Rdr

Activities and Societies: Member of IFS

Education record

School Prefect, Full school colours, Division 1 Chess Captain, member of Cross Country Team, Bridge team and Outward Bound Club.