Catriona Bosworth

WORK HISTORY

ABOUT CATRIONA BOSWORTH

Financial services professional experienced in regulated case review, Training & Competence, training design & delivery and team development/management. Experienced in all aspects of training, competence, development and coaching up to senior management level. Award winning design skills for regulated training. First rate delivery, facilitation and coaching skills. Passionate at developing individuals in the areas of business growth, personal development, product knowledge, compliance, regulation, soft skills, service excellence and systemsPROFESSIONAL QUALIFICATIONS· Chartered Financial Planner February 2022 · CII Certificate in Equity Release February 2018 · Certificate in Advanced Mortgage Advice (Level 4) July 2016 · Diploma in NLP Life Coaching July 2015 · NVQ 3 in Training & Development January 2010· The Personal Finance Society – Achieved Advanced Financial Planning Certificate Associateship granted July 2006 (Diploma Level 4 qualified) · Council of Mortgage Lenders Diploma (CeMap)· Chartered Institute of Bankers – Associateship granted January 1998· Full Financial Planning Certificate 1995 KEY SKILLS· Substantial banking, financial services, regulatory and compliance experience· Analysing, investigation, evaluating and file review skills including mortgage files and processes· Proficient with report writing and accurate record keeping with a good attention to detail· Knowledge and understanding of compliance policies, processes, regulated sales, T&C and FCA requirements · Computer literate in Word, Excel, Powerpoint, Outlook, Zoom, Sharepoint, Skype and employer specific packages· Superb relationship building with stakeholders and subject matter experts · Committed team worker with the ability to perform while working on my own · Agile working approach with ability to work on multiple cases with competing demands · Many years experience with various positions within the mortgage market including advisor roles