Fran Green

Senior Consultant Financial Services @Primis Mortgage Network

Liverpool, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jul 2025 — Present

Senior Consultant Financial Services @Primis Mortgage Network

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I’m currently consulting, transforming a later life proposition into a broader, market-ready offering that now includes standard mortgages, protection solutions, and complementary services such as will and estate planning referrals. Drawing on 30+ years of financial services experience, including lending across all specialist areas, protection, and general insurance; I combine deep underwriting and compliance expertise with strategic product and proposition development. I am helping launch a new adviser-focused proposition, delivering innovative, compliant, and scalable solutions that drive growth and create meaningful client outcomes.

SKILLS

InsuranceMarketing StrategyDirect SalesSalesProtectionStrategic Financial PlanningWealthFinancial RiskLoansCommercial MortgagesFinancial AdvisoryManagementGeneral InsuranceNew Business DevelopmentBusiness DevelopmentPensionsWealth ManagementBankingBusinessSavingsCreditTeam ManagementProposition DevelopmentCustomer ServiceResidential MortgagesProduct DevelopmentMortgageStrategyBrokersStrategic PlanningCoachingBudgetingB2bRelationship ManagementComplianceAccount ManagementChange ManagementFinancial ServicesBusiness PlanningEvent Management

ABOUT FRAN GREEN

Experienced and purpose-driven partnerships leader with a long-standing track record…

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