Estate Planning Consultant
CurrentProviding professional and personal advise on aspects of Estate Planning, particularly with regards to Wills, Trusts and Lasting Powers of Attorney. Based in Surrey but able to work with clients all over the UK.
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Sharron Smith is listed as Estate Planning Consultant at Trust Asset Protection Solutions Ltd, based in Walton-On-Thames, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Sharron Smith.
Sharron Smith previously worked as Project Manager at Nestor Electronics and Head of Propositions at Legal & General.
A STEP qualified individual providing professional and personal advice on aspects of Estate Planning, particularly Wills, Trusts and Lasting Powers of Attorney. Working with Trust Asset Protection Solutions Ltd, based in Surrey, and able to provide help to those all over the UK.A qualified Project Manager, currently working with Nestor Electronics Ltd in Camberley, Surrey, assisting the successful delivery of key projects for customers such as BT and Huawei.STEP AffiliatePRINCE2 qualifiedAFPCCeMAP
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Surrey, England, United Kingdom
Providing professional and personal advise on aspects of Estate Planning, particularly with regards to Wills, Trusts and Lasting Powers of Attorney. Based in Surrey but able to work with clients all over the UK.
Camberley
Accountable for delivery of projects working with businesses such as BT and Huawei
Accountabilities include: The development, delivery and maintenance of the customer and partner proposition across all Tied and Strategic distribution partners to create growth, long-term value and improve distributor retention. Representing the Division for all product and proposition development, influencing senior stakeholders to ensure channel requirements are appropriately considered and prioritised. Understand the key influences affecting the partners and the… Show more Accountabilities include: The development, delivery and maintenance of the customer and partner proposition across all Tied and Strategic distribution partners to create growth, long-term value and improve distributor retention. Representing the Division for all product and proposition development, influencing senior stakeholders to ensure channel requirements are appropriately considered and prioritised. Understand the key influences affecting the partners and the market including customer and competitor trends to provide strategic insight and direction to development activity. Buiild long-term relationships with the channels key customers and suppliers at a senior level in order to create buy in to the proposition vision and support the delivery of change activities.Develop appropriate short and long term initiatives to ensure a responsive proposition that remains attractive to L&G, Partners and customers Development and management of process to respond to commercial opportunities in line with business objectives. To include working with Product and Change areas, support business cases, post-activity evaluation and benefit realisation.Define, develop and deliver a strategy to ensure Bank & Building Society Division propositions are launched and maintained in line with the Product Lifecycle Model so that the needs of the customers are met and in line with L&G’s Customer Experience and Treating Customers Fairly PolicyKey Achievements: Delivery of a comprehensive RDR proposition, positively influenced by customer research and insight, 12% under budget and ahead of the required schedule. Development and senior level approval of 2013 business plan and our 2013 -2018 strategic planComprehensive review of our recruitment process & delivery of recommended changes resulting in an improvement in the volume and quality of applicants allowing vacancies to be suitably filled. Reduced the typical recruitment timeline by 11 days. Show less
Responsible for a number of key deliverables including:** The negotiation and delivery of the Santander exit plan working with the partner, legal departments, compliance, operations, HR and sales** A number of 'non disclosure agreement' projects including new tenders. Acted in various capacities (training & development, customer experience/journey)** Back book retention and customer experience initiatives and monitoring for both wealth and protection
Working initially with Alliance & Leicester and later Nationwide Building Society and responsible for the effective management of the partner relationships at all levels. In charge of the development and implementation of customer and business initiatives and strategies to offer a mutually productive wealth proposition capable of meeting customer needs and allowing key business objectives to be met
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Sharron Smith works for Trust Asset Protection Solutions Ltd.
Sharron Smith is listed as Estate Planning Consultant at Trust Asset Protection Solutions Ltd.
Sharron Smith is based in Walton-On-Thames, England, United Kingdom while working with Trust Asset Protection Solutions Ltd.
Sharron Smith has worked for Trust Asset Protection Solutions Ltd, Nestor Electronics, and Legal & General.
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