Tom Whitlock Email & Phone Number

Bristol, Gb

Bristol, England, United Kingdom

Bristol

In my role as a Business Development Consultant at Clifton, I am a first point of contact for directors of SMEs looking to discuss the alternative funding option known as Pension-Led Funding. Pension-Led Funding is one of the largest alternative funding providers in the UK, and have successfully raised in excess of £290,000,000 for over 2,500 of our clients throughout the UK, since 1986. Clifton was judged the Business Moneyfacts ‘Best Alternative Funding Provider’ for 2014 and is also an Investors in People Gold Award winner.The aim is to build a rapport with prospective clients, establishing how our specialised funding proposal can help strengthen their business, and lining up qualified opportunities for our team of financial consultants. Alongside speaking to prospective clients, I am also tasked with managing and liaising with a 3,000 strong introducer network, including IFAs, financial brokers and accountants, making sure they and their clients receive the best possible service when referring clients to us to ensure new and established relationships are maintained and strengthened.

Bristol, United Kingdom

As a Business Development Associate at Alternative Business Funding (within the Clifton Group), I was tasked with conversing with directors of UK SMEs who have sought non-bank funding through our platform, www.alternativebusinessfunding.co.uk. The platform is a collaborative website for business funding aimed at simplifying SME owners’ search for non-bank funding in an ever growing market. We are focused on making it simple for time-constrained business owners to find the right sources of finance. The platform is deigned to leave no impact on the credit profile of the business, even when multiple funding enquiries are in place simultaneously, and is without cost to the SME.The conversation will look to connect the business owner with an alternative funding provider who is best placed to solve their funding requirement. The platform covers all areas of the alternative funding market, including short and long term loan providers, asset and invoice finance solutions, as well as niche offerings for sector or geographic specific offerings.

Bristol, United Kingdom

Returned to role previously vacated in 2011 on a temporary basis.

Bristol, United Kingdom

3 month contract role taken upon returning from round the world trip. Telephony based role designed to deal with backlog of complaints from system issues with Ulster Bank (RBS) systems in July 2012. Role involved investigating account activity to verify legitimacy of complaints, discussing this with the customer and negotiating compensation.

Bristol, United Kingdom

Target driven sales and customer service role for the largest supplier of whole of life insurance in the UK. Telephony based role with focus around establishing and meeting client needs through appropriate measures, aiming to leave a lasting impression upon the customer in every instance - striving for customer satisfaction whilst ensuring regulatory protocols were upheld throughout sales process.

Weston-Super-Mare

Assisting with the running of a busy and dynamic retail betting operation, managing multiple tasks and staff to ensure smooth running of the store. Responsible for dealing with customer complaints in a calm and sanctioned manner, aiming to balance customer expectation and corporate performance.

Southampton, United Kingdom

Sales and customer service role within a major financial institution attending to the needs of high net worth customers’ banking requests alongside lead generation and identification of cross-selling opportunities. Working within account opening team following thorough procedures to ensure accounts opened on time, alongside managing potential for fraud though rigorous attention to detail. Daily handling of customer complaints in line with stringent FSA guidelines

Bristol, United Kingdom

Handling ad hoc projects based upon competition analysis, B2B customer care and identification of areas where additional business support could maximise sales. Designing and using feature dense Excel spreadsheets enabled to collate data intelligently to present project findings to board members through succinct reports and PowerPoint presentations.

Southampton, United Kingdom

Completed a three month management course whilst running all departments of the flagship store of major international retail outlet. Overseeing all off sales areas, organising practical and thought out stock receipt and storage solutions and delegating duties to team of staff. Responsible for training new employees in areas of health & safety and store policies.

Bachelor'S Degree, Finance And Business

Education record