Claire Hartopp Dipfa Cemap

Advice Support Consultant @Wesleyan

Coventry, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2015 — Present

Advice Support Consultant @Wesleyan

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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

Call CentersWealth ManagementSalesSales OperationsFinancial PlanningMortgage LendingBusiness ProcessCustomer ServiceRetail BankingBusiness Relationship ManagementAccomplished People ManagerRelationship ManagementBusiness AnalysisOutsourcingStakeholder ManagementBancassuranceTeam LeadershipCall CentreFinancial RiskBankingMutual FundsRisk ManagementTeam ManagementChange ManagementInvestmentsSkilled CoachPerformance ManagementFinancial ServicesCrmEmployee TrainingStrategic PartnershipsTraining DeliveryInsurancePrivate BankingPortfolio ManagementCustomer ExperienceFinancial AdvisoryLife InsuranceFinanceRetirement Planning

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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Claire Hartopp Dipfa Cemap — Advice Support Consultant at Wesleyan in Coventry, GB | Unifers