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Robert Lever Email & Phone Number
Trainee Financial Planner
at
Quilter Financial Planning
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Trainee Financial Planner
Location
Stratton, England, United Kingdom
Company size
Who is Robert Lever? Overview
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Quick answer
Robert Lever is listed as Trainee Financial Planner at Quilter Financial Planning, a company with 357 employees, based in Stratton, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Robert Lever.
Robert Lever previously worked as Head Of Quality Control at Clearbank and Senior Manager Financial Crime at Santander Uk. Robert Lever studied at Haydon School.
Company email context
Email format at Quilter Financial Planning
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Quilter Financial Planning
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Profile bio
About Robert Lever
A strategic programme and department senior manager with over 20 years experience across the retail banking sector. Specialising in developing and leading successful sales, service and risk teams, managing change, designing process efficiencies and delivering customer focused results for large organisations. Key strengths include the ability to identify, evaluate and translate customer and regulatory requirements into innovative and effective strategies. Possesses an excellent understanding of the full project lifecycle, having led multiple projects and programs. Demonstrates strong people and influencing skills at all levels with a proven track record of delivery.
Listed skills include Banking, Management, Risk Management, Business Analysis, and 6 others.
Current workplace
Robert Lever's current company
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Quilter Financial Planning
8 roles
Robert Lever work experience
A career timeline built from the work history available for this profile.
Head Of Quality Control
Current
Jul 2021 - Present
Senior Manager Financial Crime
Jul 2018 - Apr 2021
Controls Manager
Jan 2013 - Jun 2018
Regional Operations And Controls Manager
Jul 2007 - Dec 2012
Head Of Customer Experience
Jan 2007 - Jun 2007
Head Of Customer Experience
Apr 2003 - Dec 2006
Senior Branch Manager
Management and leadership in several large retail branches. Mortgage advice, sales and underwriting. Branch sales and service strategy and leadership of large teams.
Apr 1999 - Apr 2003
Team & coworkers
Colleagues at Quilter Financial Planning
Other employees you can reach at quilterfinancialplanning.co.uk. View company contacts for 357 employees →
MV
Mike Vickers
Colleague at Quilter Financial PlanningLondon, England, United Kingdom, United Kingdom
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EK
Ewa Kubicka-Johnson
Colleague at Quilter Financial PlanningEdinburgh, Scotland, United Kingdom, United Kingdom
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AS
Ashley Shingleton
Colleague at Quilter Financial PlanningUnited Kingdom, United Kingdom
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KA
Kirsty Allen
Colleague at Quilter Financial PlanningNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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TP
Tracy Porter
Colleague at Quilter Financial PlanningSwindon, England, United Kingdom, United Kingdom
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JM
James Moss
Colleague at Quilter Financial PlanningBoston Spa, England, United Kingdom, United Kingdom
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NC
Nicola Cain Dipfa
Colleague at Quilter Financial PlanningWarrington, England, United Kingdom, United Kingdom
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SN
Shaun Nicholls
Colleague at Quilter Financial PlanningGreater Stoke-on-Trent Area, United Kingdom
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RG
Richard Gulston Llb (Hons)
Colleague at Quilter Financial PlanningTyneside Area, United Kingdom
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SM
Steve Mcmahon
Colleague at Quilter Financial PlanningEdinburgh, Scotland, United Kingdom, United Kingdom
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Mike Vickers
Colleague at Quilter Financial PlanningLondon, England, United Kingdom, United Kingdom
View →
EK
Ewa Kubicka-Johnson
Colleague at Quilter Financial PlanningEdinburgh, Scotland, United Kingdom, United Kingdom
View →
AS
Ashley Shingleton
Colleague at Quilter Financial PlanningUnited Kingdom, United Kingdom
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KA
Kirsty Allen
Colleague at Quilter Financial PlanningNewcastle Upon Tyne, England, United Kingdom, United Kingdom
View →
TP
Tracy Porter
Colleague at Quilter Financial PlanningSwindon, England, United Kingdom, United Kingdom
View →
JM
James Moss
Colleague at Quilter Financial PlanningBoston Spa, England, United Kingdom, United Kingdom
View →
NC
Nicola Cain Dipfa
Colleague at Quilter Financial PlanningWarrington, England, United Kingdom, United Kingdom
View →
SN
Shaun Nicholls
Colleague at Quilter Financial PlanningGreater Stoke-on-Trent Area, United Kingdom
View →
RG
Richard Gulston Llb (Hons)
Colleague at Quilter Financial PlanningTyneside Area, United Kingdom
View →
SM
Steve Mcmahon
Colleague at Quilter Financial PlanningEdinburgh, Scotland, United Kingdom, United Kingdom
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1 education record
Robert Lever education
FAQ
Frequently asked questions about Robert Lever
Quick answers generated from the profile data available on this page.
What company does Robert Lever work for?
Robert Lever works for Quilter Financial Planning.
What is Robert Lever's role at Quilter Financial Planning?
Robert Lever is listed as Trainee Financial Planner at Quilter Financial Planning.
Where is Robert Lever based?
Robert Lever is based in Stratton, England, United Kingdom while working with Quilter Financial Planning.
What companies has Robert Lever worked for?
Robert Lever has worked for Quilter Financial Planning, Clearbank, Santander Uk, Harrods Bank Limited, and Lambeth Building Society.
Who are Robert Lever's colleagues at Quilter Financial Planning?
Robert Lever's colleagues at Quilter Financial Planning include Mike Vickers, Ewa Kubicka-Johnson, Ashley Shingleton, Kirsty Allen, and Tracy Porter.
How can I contact Robert Lever?
You can use AeroLeads to view verified contact signals for Robert Lever at Quilter Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Robert Lever attend?
Robert Lever studied at Haydon School.
What skills is Robert Lever known for?
Robert Lever is listed with skills including Banking, Management, Risk Management, Business Analysis, Financial Analysis, Business Strategy, Change Management, and Project Management.
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