Colin Marshall

WORK HISTORY

SKILLS

ABOUT COLIN MARSHALL

An experienced, top performing senior customer service & sales leader- Consistent in expectations around delivery of quality advice with excellent service 1st & foremost to all Personal & Commercial clients- Consistent & proven track record in quality sales delivery, high productivity, through service and leadership at 4 of the leading Retail Banks in the UK & a Leading UK Insurer working in partnerships with several Building Societies- Highly successful and experienced in delivery of people development and progression, with succession planning to a very high standard- Excellent in complex remote & stakeholder management across matrix businesses- Established and effectively managed regulated workforces across a required T&C framework - leading edge delivery across Risk and compliance KPIs- Strong effective change and project management delivery - alongside budget and cost reduction requirements. Goals - To help as many clients as possible achieve their financial goals either myself or through my team.To influence sensible and radical changes to sales management, operations, HR processes and procedures, marketing & IT support.To always be a fantastic team player and help all colleagues who I work with develop and progress as they wish to.For my family to live happy and healthy for as long as possible.To retire by 55, travel the world and visit every country possible.Specialities -Positive \'Can do\' attitude in abundance!Role modelling, walking the talk, inspirational leadership.Knowledge - APFS Cert CII(FS) Chartered Financial PlannerChartered Wealth Manager MCSI CeMAP CeRER