Sales Manager responsible for the Midlands Region of Wren Sterling.

A driven and inspirational Regional Manager within the Financial Services sector. Expertise in defining business growth strategy and leading teams to achieve high performance and best practice. Strong experience in delivering business objectives in a regulated environment, measuring, and managing compliance, T&C, and operational controls. An advocate for personal development, focused on coaching, mentoring, and training to grow successful teams for succession. • Regional and Multiple… Show more A driven and inspirational Regional Manager within the Financial Services sector. Expertise in defining business growth strategy and leading teams to achieve high performance and best practice. Strong experience in delivering business objectives in a regulated environment, measuring, and managing compliance, T&C, and operational controls. An advocate for personal development, focused on coaching, mentoring, and training to grow successful teams for succession. • Regional and Multiple Team Leadership • Recruitment, Succession and Talent Development• Management Controls and Performance • Business Development and Pipeline Management Show less

Helped to build brand new direct sales business focusing heavily on recruitment of PFP partners. Directly involved in recruiting 150 + partners together with delivering area business targets, T&C requirements and working with partners on their coaching and personal development needs.• Directly recruited a team, scaling up to 25 partners for the Central area and consistently achieved 100-120% of sales plan over the six years• Coached and developed partners in time management, rapport… Show more Helped to build brand new direct sales business focusing heavily on recruitment of PFP partners. Directly involved in recruiting 150 + partners together with delivering area business targets, T&C requirements and working with partners on their coaching and personal development needs.• Directly recruited a team, scaling up to 25 partners for the Central area and consistently achieved 100-120% of sales plan over the six years• Coached and developed partners in time management, rapport skills, fact find meetings, building suitability reports and presentation skills, increasing confidence with clients • Managed to the PFP T&C scheme requirements, ensuring partners in Central region adhered to regulation, controls and best practice with regular quarterly monitoring. • Collectively supported the setup of PFP strategy for short and medium term whilst continuing to build a long term successful and profitable financial planning business• Area Manager of the year for delivery of business KPIs winning trips to London and Athens Show less

Manage the Central and West region based in Birmingham responsible for 11 Private Client Managers, 1 Sales and Quality Manager, 2 Para planners and 4 Support staff. • Achieved yearly paid sales targets for 8 years ranging from 101 – 125% of plan.• Managed the regions Standard Life WRAP platform Funds of £121M, £40M of funds added yearly, all targets achieved yearly for adding new client funds to the platform. • Member of Senior Management team, building strategy and developing… Show more Manage the Central and West region based in Birmingham responsible for 11 Private Client Managers, 1 Sales and Quality Manager, 2 Para planners and 4 Support staff. • Achieved yearly paid sales targets for 8 years ranging from 101 – 125% of plan.• Managed the regions Standard Life WRAP platform Funds of £121M, £40M of funds added yearly, all targets achieved yearly for adding new client funds to the platform. • Member of Senior Management team, building strategy and developing the future business of Standard Life Client Management pre and post RDR. Show less

Recruited as a Sales Manager to help develop Prudential's brand new high net worth division focusing initially on recruiting 20 financial planners in Oxford and then being responsible for setting up a brand new office in Birmingham, focus then changed to managing the sales team to deliver both sales targets and high quality risk management.