Claire Hartopp Dipfa Cemap
Advice Support Consultant @Wesleyan
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WORK HISTORY
Advice Support Consultant @Wesleyan
Birmingham, GB
My primary function is to carry out the Society’s agreed Pre Sale checking methodology in order to support Advisers in achieving the four desired customer outcomes. In my role as an Advice Guidance Consultant I also provide support to Advisers and Area Managers through the Advice Guidance Surgery, attendance at Adviser Team Meetings, the Academy for new Advisers and Training Events.
SKILLS
ABOUT CLAIRE HARTOPP DIPFA CEMAP
I am a highly experienced Manager who has developed successful teams, led change, improved customer service and processes.I have developed successful teams, lead change, improved customer service and processes.I have achieved this because I am a motivated and visible leader working to SMART objectives, an accomplished performance manager and a skilled coach who is commercially orientated.
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