Andrew Oakley
Working as a Senior Training and Development Manager @atomos wealth
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WORK HISTORY
Working as a Senior Training and Development Manager @atomos wealth
To maintain & develop business quality standards across the Certified Individual population. To embed an ethos that ensures our clients are at the heart of everything atomos wealth & financial wellbeing does. To maximise profitable & compliant advice. To promote a \'safe\' environment for clients, advisers and the Business.\'atomos wealth & financial wellbeing\' is in a great position to protect the financial futures of all clients. Indeed, in this fast-changing world, we understand that clients want greater flexibility around how their money is managed. Requiring a personalised face-to-face service for life’s big moments, combined with all the convenience and access you get from modern digital tools. Clients want the best of both worlds - we are perfectly placed to deliver this.
ABOUT ANDREW OAKLEY
I am currently operating as a Training and Competence Manager with Furnley House, part of the renowned Superbia Group - coaching & supervising an experienced team of Financial Planners, embedding disciplines to drive the right behaviours, focused on delivering positive customer outcomes.Previously I enjoyed 11 years as a Training and Development Manager with Atomos Wealth involved in similar responsibilities including supervision of a number of Portfolio Managers. Prior to that I operated in an Area Director role, demonstrating an enthusiastic & passionate approach to driving high performance through building a culture of protecting customers\' financial futures. Helping others to be the best they can be, is what I thrive on.Specialities :I am committed to providing quality advice & enhanced customer experience, within the Retail, Corporate & HNW market place. Professional standards are very important to me & being already qualified to CII QCF Level 4 Diploma Status, I saw the need to gain the AF6 Senior Management and Supervision + J07 Supervision in a Regulated Environment management qualifications.My passion to positively influence Employee Engagement & helping to develop the right Culture, led me to receiving recognition as an Engagement Leader in a previous role. I also enjoyed my additional responsibility as a Culture Champion for my last employer, adding value to the Business where I can. 100% believe that Culture drives Conduct.Away from work, I enjoy watching sport, having played a variety of sports over the years, including cricket coaching. Also, in 2021 I wrote & self published a book about my father\'s wonderful life - how the power of social connections can support mental resilience.\'Make the most of your social network & enrich your life.\' Always more firms can do to strengthen frontline (FPs & their support) resilience.
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