Stephen Bailey Email and Phone Number
Experienced in financial services, with all round knowledge of all banking & estate agents sales, customer service and business administration roles. High personal integrity and able to relate to and create trust.Articulate, confident and persuasive team builder, able to motivate and communicate to achieve business performance. Dependable and reliable in supporting team efforts.
Try Financial
View- Website:
- tryfinancial.co.uk
- Employees:
- 2
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Mortgage ConsultantTry Financial Apr 2024 - PresentSaffron Walden, England, United KingdomMy main duties are to provide mortgage & financial services for customers. My role is advising customers on mortgages from a comprehensive range of mortgage Lenders and protection products including Income Protection, Critical illness and Life insurance. -
Mortgage BrokerEnable Independent Financial Life Planners Jun 2016 - Apr 2024Bishop'S Stortford, England, United KingdomMy role was within Enable Independent, my main duties are to provide mortgage & financial services for customers. My role is target based and involves advising customers on mortgages from a comprehensive range of mortgage Lenders and protection products including Income Protection, Critical illness and Life insurance. My role is target based and involves advising customers on mortgages from a comprehensive range of mortgage Lenders and protection products including Income Protection, Critcal illness and Life insurance -
Mortgage BrokerSpf Private Clients Feb 2016 - Jun 2016My role within SPF, my main duties are to provide mortgage & financial services for customers. My role is target based and involves advising customers on mortgages from a comprehensive range of mortgage Lenders and protection products including Income Protection, Critical illness and Life insurance. My role is target based and involves advising customers on mortgages from a comprehensive range of mortgage Lenders and protection products including Income Protection, Critcal illness and Life insurance -
Mortgage BrokerEmbrace Mortgage Services Jun 2014 - Feb 2016Bishop'S Stortford, England, United KingdomMy role within Embrace Mortgage Services was within the Inter County Brand as a Financial Consultant, my main duties are to provide mortgage & financial services for customers within the Inter County Branches. My role is target based and involves advising customers on mortgages from a comprehensive range of mortgage Lenders and protection products including Income Protection, Critcal illness and Life insuranceMy role within Embrace Mortgage Services was within the Inter County Brand as a Financial Consultant, my main duties are to provide mortgage & financial services for customers within the Inter County Branches. My role is target based and involves advising customers on mortgages from a comprehensive range of mortgage Lenders and protection products including Income Protection, Critcal illness and Life insurance
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Senior Mortgage AdvisorLloyds Banking Group Jun 2011 - Jun 2014Bishop'S Stortford, England, United Kingdom Background to provide a comprehensive single tied mortgage sales and product referral service to Lloyds Banking Group customers. My key objective is to provide creditable and knowledgably advise to customers on mortgages and general insurance products, in order to meet customer needs and achieve customer service targets within a regulatory environment.Background to provide a comprehensive single tied mortgage sales and product referral service to Lloyds Banking Group customers. My key objective is to provide creditable and knowledgably advise to customers on mortgages and general insurance products, in order to meet customer needs and achieve customer service targets within a regulatory environment. -
Financial AdvisorLloyds Banking Group Feb 2010 - Jun 2011Cambridge, England, United Kingdom Background in Financial advisor role for Lloyds TSB includes delivering quality sales in line with individual target expectations and channel business plan. Conduct interviews with new and exis*ng customers to review and meet their financial needs, actively selling and introducing products and services. Actively seek and take opportunities to develop new business from existing or potential customers. Develop and maintain working relationships with all branch colleagues and with other service and product suppliers within the Lloyds TSB group. Develop and maintain product knowledge across the range of products and services, with particular emphasis on regulated products. Deliver outstanding customer service to promote advocacy for the community branch brand.Background in Financial advisor role for Lloyds TSB includes delivering quality sales in line with individual target expectations and channel business plan. Conduct interviews with new and exis*ng customers to review and meet their financial needs, actively selling and introducing products and services. Actively seek and take opportunities to develop new business from existing or potential customers. Develop and maintain working relationships with all branch colleagues and with other service and product suppliers within the Lloyds TSB group. Develop and maintain product knowledge across the range of products and services, with particular emphasis on regulated products. Deliver outstanding customer service to promote advocacy for the community branch brand. -
Senior Branch ManagerLloyds Banking Group Mar 2004 - Feb 2010Cambridge, England, United Kingdom Background in Branch Management role was to delivering branch business plan, satisfy customers banking and Financial needs by recognising sales opportunities and by personally undertaking sales as appropriate. Provide regular coaching and other one to one support to staff to maximise their development and quickly identify and manage under performance. Develop and maintain effective working relationships with colleagues and other business units. Background in Branch Management role was to delivering branch business plan, satisfy customers banking and Financial needs by recognising sales opportunities and by personally undertaking sales as appropriate. Provide regular coaching and other one to one support to staff to maximise their development and quickly identify and manage under performance. Develop and maintain effective working relationships with colleagues and other business units. -
Personal Account ManagerLloyds Banking Group Mar 2001 - Mar 2004Saffron Walden, England, United Kingdom
Stephen Bailey Education Details
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Newport Free Grammer School
Frequently Asked Questions about Stephen Bailey
What company does Stephen Bailey work for?
Stephen Bailey works for Try Financial
What is Stephen Bailey's role at the current company?
Stephen Bailey's current role is Mortgage and Protection advisor at Try Financial.
What schools did Stephen Bailey attend?
Stephen Bailey attended Newport Free Grammer School.
Who are Stephen Bailey's colleagues?
Stephen Bailey's colleagues are Aaron Scott, Paul Sinnott, Danielle Robinson.
Not the Stephen Bailey you were looking for?
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3wincanton.co.uk, wincanton.co.uk, kuehne-nagel.com
3 +441249XXXXXX
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Stephen Bailey
Worcester -
Stephen Bailey
Founder Of More Than The Numbers - Executive Coach Working With Finance LeadersIlkley -
Stephen Bailey
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