Simon Philp Email & Phone Number

Durham, England, United Kingdom

Bath, United Kingdom

Bath, England, United Kingdom

Bristol, United Kingdom

Bristol, United Kingdom

Per Contra is a niche financial services consultancy that delivers solutions for organisational challenges. We specialise in the following areas:Strategic planning & developmentBusiness Development & Relationship ManagementDistribution effectivenessBrand and marketing efficiencyLeadership coaching & development

Exeter, United Kingdom

A main board Executive Director and CF1 Approved Person responsible for all aspects of distribution & marketing.• Completed a strategic distribution analysis and implemented • Delivered a significant new partnership with a leading UK distributor and led the deal from initial pitch to successful contract negotiation and implementation to timescale• Based on customer feedback built relevant new products and services on a new platform • Developed and implemented a complete new… Show more A main board Executive Director and CF1 Approved Person responsible for all aspects of distribution & marketing.• Completed a strategic distribution analysis and implemented • Delivered a significant new partnership with a leading UK distributor and led the deal from initial pitch to successful contract negotiation and implementation to timescale• Based on customer feedback built relevant new products and services on a new platform • Developed and implemented a complete new website for the Society with a focus on ease of access to information for consumers and efficient customer journeys.• Devised, developed and implemented a new modern brand with a measurable impact on results• Implemented a successful telesales operation to increase access to both direct consumers and intermediaries • Developed a customer contact and retention strategy that significantly improved member communications and simplified jargon Show less

Bristol

Responsible for all aspects of the company’s partnerships with banks and building societies. Managed banking relationships and ensured profitable performance through effective leadership of financial planners seconded to client bank branches. Implemented best in class performance management systems and ensured appropriate training and compliance. Conducted performance analysis, formulated and implemented operational strategies, and guided introduction of marketing campaigns.• Managed… Show more Responsible for all aspects of the company’s partnerships with banks and building societies. Managed banking relationships and ensured profitable performance through effective leadership of financial planners seconded to client bank branches. Implemented best in class performance management systems and ensured appropriate training and compliance. Conducted performance analysis, formulated and implemented operational strategies, and guided introduction of marketing campaigns.• Managed implementation of a major new point of sale system for sales and back office staff including IT development and related training.• Conducted successful negotiations to ensure retention of all partnerships. • Steered successful transition of business operations to the AXA wrap platform.• Orchestrated the successful closure of the unit caused by changing regulations and decreasing margins resulting from implementation of the Retail Distribution Review.• Directed the deal team across all phases from market research through to bid and contract negotiation with distribution partners• Chaired Compliance Committee and Funds Governance committee with strategic partners• Scored highest staff satisfaction scores in any division of AXA UK• Full regulatory responsibility as an Approved Person ensuring adherence to FCA principles Show less

Bristol

Established a Bancassurance Division and led sales and business development initiatives including negotiating deals with banks and co-ordinating with lawyers on commercial terms and legal contracts. Spearheaded all aspects of the staff transfer and the successful integration of new management teams. Held oversight for the quality of advice provided by over 300 regulated AXA advisers seconded to banks. • Established all aspects of the new Bancassurance channel in the UK and boosted… Show more Established a Bancassurance Division and led sales and business development initiatives including negotiating deals with banks and co-ordinating with lawyers on commercial terms and legal contracts. Spearheaded all aspects of the staff transfer and the successful integration of new management teams. Held oversight for the quality of advice provided by over 300 regulated AXA advisers seconded to banks. • Established all aspects of the new Bancassurance channel in the UK and boosted annual premium income from an initial £10M to £130M over 10 years.• Won 7-year Co-operative Bank contract after highly competitive 18-month process.• Secured an exclusive 7-year deal with National Australia Group in the UK.• Landed an exclusive 5-year deal with The West Bromwich Building Society.• Oversaw the successful transition of 120 National Australia Group personnel and 100 Cooperative Bank personnel into AXA operations. Show less

Bristol

Responsible for a salesforce of over 200 employees. Developed partnership strategies to boost life and savings offerings to end customers. Enhanced standards by implementing risk management controls. Introduced a best in class governance and compliance model.

Bristol

Senior Business Development Manager responsible for leading deal negotiations with banks and building societies. Managed AXA stakeholder and network contributions and led successful pitch for the Britannia Building Society account. Steered the implementation project to transfer 120 client advisers and 13 managers into the team.• Delivered increased distribution capability.• Worked with the CEO and the senior leadership team to deliver a 5 year distribution deal • Led… Show more Senior Business Development Manager responsible for leading deal negotiations with banks and building societies. Managed AXA stakeholder and network contributions and led successful pitch for the Britannia Building Society account. Steered the implementation project to transfer 120 client advisers and 13 managers into the team.• Delivered increased distribution capability.• Worked with the CEO and the senior leadership team to deliver a 5 year distribution deal • Led negotiations, legal agreements and successful transfer of staff. Show less

Various positions, Head of Business Development & Sales, Divisional Sales Manager, Regional Sales Manager and Senior Life Consultant for GA Life and Norwich Union Life (formerly CGU, formerly GA Life).

Pgce, Business Teacher Education

Master Of Business Administration (Mba)

Courses taken: Foundations of Senior Management, Marketing in a Complex World, Strategy, Human Resources, Creativity, Innovation & Change

Ba (Hons), English Language

Education record