Stephen Daykin Email & Phone Number

The Strand London

Responsible for oversight of Complex Pensions & Estate Planning advice within London offices including the International based arm of the business.

Queen Victoria Street London

Responsible for oversight of National Adviser Sales force of 100 advisers through a team of Regional Sales Managers to provide holistic Independent advice to clients. Responsible for business acquisitions to be be able to grow assets under management for the fund management part of the group including WK Wealth Management.Member of the board for the financial planning arm and for key decision making about the growth strategies and service propositions.Built and established the Corporate Business Proposition within this predominantly fund management group in order to provide advice to businesses and established partnerships with the main Providers to build a bespoke Auto-Enrolment proposition.Ran a seminar programme to support the acquisition of Group Pensions business in conjunction with business partners of accountancy connections. Reason for leaving: Made Redundant.

Manchester, United Kingdom

Following promotions became responsible for managing a team of 8 Sales managers to support business production through their Sales teams of 70 advisers in total across the UK for the IFA arm of the Co-op in providing Independant Advice to clients. Involved in strategic decisions regarding process and growth strategies.Responsible for oversight of national seminar programme on estate planning to generate leads for the acquisition of new clients and doubled income production over a 12 month period.Full responsibility for management of Corporate Business proposition. Reason for leaving: TUPE transfer to Ashcourt Rowan following sale of IFA business.

Midlands

Responsible for oversight of Corporate Advice to businesses through team of advisers in relation to the acquisition of new Group Scheme business. Acquired schemes for companies like Holland & Barrett following presentation of service propositions where competing against major Employer Benefit providers.Reason for leaving: Made Redundant.

Fmci, Finance, General, Distinction

Activities and Societies: Completion of PCIAM level 6 Qualification. Following further studies and CPD now Fellow of CISI Fellowship award.

Fpfs, Insurance, Fellow

Activities and Societies: Fellow member of FPS and attend regular meetings. Achieved through examination.

Acii, Insurance

Activities and Societies: Member of the Chartered Insurance Institute Qualification achieved through completion of 10 subjects.

Btec Business Studies, Btec National Certificate In Business Studies

A Level Passes, A Level Studies