Outcome Tester
Nov 2017 - Dec 2020
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Robert Winning Email & Phone Number
DipFA CeMap
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 71%
Role
DipFA CeMap
Location
Saltcoats, Scotland, United Kingdom
Who is Robert Winning? Overview
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Quick answer
Robert Winning is listed as DipFA CeMap based in Saltcoats, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Robert Winning.
Robert Winning previously worked as Outcome Tester at Rfs and Compliance Services Consultant at Compliance First. Robert Winning studied at John Neilson Paisley.
Profile bio
About Robert Winning
A well respected, self motivated customer focused individual with experience in many roles within the financial services sector, currently seeking a new and exciting challenge. With a consistent record of achieving or exceeding targets on time with an exemplary record on quality, getting it right first time. Utilizing communication, problem solving, motivational, coaching and decision making skills to deliver results.
9 roles · 40 years
Robert Winning work experience
A career timeline built from the work history available for this profile.
Compliance Services Consultant
May 2017 - Oct 2017
Quality Assurance
- Carry out QA role checking agreed sample rates of regulated complaint cases while achieving target.
- Understand client policy and procedures and how to apply.
- Manage case load and update all systems to ensure accurate daily reporting of MI.
- Provide feedback and share learning points with team member and case handlers.
Jul 2016 - Dec 2016
Investment Rectification - Specialist Team
- Conduct a complex past business review of Investment sales where the customer had an unsecured debt to determine redress.
- Carry out complex calculations to establish redress for multi debt overdrafts, personal loans credit cards.
- Effectively making a decision and corresponding with evidence to support the outcome.
- Train and support new team members on a one to one basis resulting to sign off by quality controllers.
Jun 2016 - Jul 2016
Business Analyst
- Working alongside senior management to shape the strategic process for identified project rework pots.
- Draft detailed terms of reference documents to be signed off by senior management and external auditors to confirm process to complete substantial volume of rework within strict time limits.
- Work productively when unsupervised using analytical skills and an inquiring mind.
- Work with key stakeholders to establish a course of action to accomplish client goals.
Jun 2015 - Jun 2016
Remediation Case Handler
- Conduct a past business review of investment and life sales including the calculation of Redress.
- Effectively making a decision and corresponding with evidence to support the outcome.
- Actively manage a personal caseload whilst consistently achieving agreed objectives.
- Extensive dialogue with customers and third parties with a view to making an amicable resolution and settlement.
- Pilot and provide feedback on the development of a new auto remediation process tools to improve… Show more Conduct a past business review of investment and life sales including the calculation of Redress.
- Pilot and provide feedback on the development of a new auto remediation process tools to improve efficiency. Show less
Jan 2015 - Jun 2015
Financial Advisor
Delivering advice and arranging Investment, Pension and Protection solutions for clients detailing my advice within a written Suitability Report.
Aug 2005 - Dec 2014
Financial Advisor
Delivering advice and arranging Investment, Pension, Mortgage, Protection and General Insurance solutions for clients.
Oct 2003 - Aug 2005
Production Controller/Industrial Engineer
1986 - Sep 2003
1 education record
Robert Winning education
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John Neilson Paisley
FAQ
Frequently asked questions about Robert Winning
Quick answers generated from the profile data available on this page.
What is Robert Winning's role at their current company?
Robert Winning is listed as DipFA CeMap.
Where is Robert Winning based?
Robert Winning is based in Saltcoats, Scotland, United Kingdom.
What companies has Robert Winning worked for?
Robert Winning has worked for Rfs, Compliance First, Lloyds Banking Group, Bank Of Scotland, and Co-Op Financial Services.
How can I contact Robert Winning?
You can use AeroLeads to view verified contact signals for Robert Winning, including work email, phone, and LinkedIn data when available.
What schools did Robert Winning attend?
Robert Winning studied at John Neilson Paisley.
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