Retired
Retired
Who is Robert Smith Chartered Alfbf? Overview
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Robert Smith Chartered Alfbf is listed as Retired at Retired, based in Okehampton, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Robert Smith Chartered Alfbf.
Robert Smith Chartered Alfbf previously worked as Private Client Manager at Courtiers and Associate Director at Davidsons Independent Financial Advisers. Robert Smith Chartered Alfbf studied at Quarrendon Secondry School.
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About Robert Smith Chartered Alfbf
Becoming a truly independent adviser with Davidsons has been thoroughly enjoyable and rewarding. I combine my Adviser role with managing our growing team of Independent Financial Advisers and Paraplanners.Before joining Davidsons in 2015, I had 29 years of Retail Banking experience covering many roles in that time. For 23 years I have led numerous teams to achieve success, across a broad range of measures, consistently throughout that time. In addition I exceeded my own personal targets as a Financial Adviser and Bank Manager throughout my career.Key Leadership Skills include: Delivering Results, Excellent Customer Service, Delivering Change & Improvement, Communication & Impact, Collaborative Working, High Performance Coaching, Branch Management, Remote Management & Risk Management.Qualifications include :AwPETRDipFA Level 4FPC 1,2 & 3BTEC - Business & Finance
Current workplace
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12 roles
Robert Smith Chartered Alfbf work experience
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Private Client Manager
Associate Director
Davidsons Independent Financial Advisers
Providing Independent Financial Advice to our clients and now managing our team of regulated financial and mortgage advisers. My role includes ensuring the quality of our advice and our service is maintained through our team of advisers and my own client interactions.
Oct 2017 - Feb 2022
Independent Financial Consultant
Davidsons Ifa
Mar 2015 - Feb 2022
Local Bancassurance Manager
To lead the effective management of specialist sales performance activities through line management of financial advisers (FA) and partnership with the local director (LD) teams to maximise short and long-term profitability for the Bank within the local market. Accountabilities: - Provide first line supervision to all FAs and ensure all sales practices.
Nov 2011 - Mar 2015
Bank Manager
Skills* Deliver a realistic branch business plan and profit and loss statement to ensure agreed targets and objectives are achieved. * Effectively managing allocated resources and implementing actions to address any under-performance. * Satisfy customers banking and financial needs by recognising sales opportunities, and by personally undertaking sales as.
Jan 2010 - Nov 2011
Bank Manager
Aug 2007 - Jan 2010
Bank Manager
Jul 2005 - Aug 2007
Bank Manager
Aug 2004 - Jul 2005
Bank Manager
Nov 2003 - Jul 2004
Bank Manager
Senior Bank Manager for Lloyds Watford High St & my link branches were TSB in Watford High St, Lloyds in Rickmansworth, Garston - Watford and Abbots Langley.
Jul 2000 - Nov 2003
Bank Manager
Jul 1997 - Jul 2000
1 education record
Robert Smith Chartered Alfbf education
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Quarrendon Secondry School
FAQ
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What company does Robert Smith Chartered Alfbf work for?
Robert Smith Chartered Alfbf works for Retired.
What is Robert Smith Chartered Alfbf's role at Retired?
Robert Smith Chartered Alfbf is listed as Retired at Retired.
Where is Robert Smith Chartered Alfbf based?
Robert Smith Chartered Alfbf is based in Okehampton, England, United Kingdom while working with Retired.
What companies has Robert Smith Chartered Alfbf worked for?
Robert Smith Chartered Alfbf has worked for Retired, Courtiers, Davidsons Independent Financial Advisers, Davidsons Ifa, and Lloyds Bank.
How can I contact Robert Smith Chartered Alfbf?
You can use AeroLeads to view verified contact signals for Robert Smith Chartered Alfbf at Retired, including work email, phone, and LinkedIn data when available.
What schools did Robert Smith Chartered Alfbf attend?
Robert Smith Chartered Alfbf studied at Quarrendon Secondry School.
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