Lee Barnard

Business Development Director, National Advice Business @Quilter Financial Planning

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

Signup · Get unlimited contacts

WORK HISTORY

Apr 2020 — Present

Business Development Director, National Advice Business @Quilter Financial Planning

View department →

Harrogate, GB

Responsible for Business Development within the National Advice Business of Quilter Financial Planning, including building strategic relationships with organisations keen to promote the value of professional financial planning to their memberships, building Professional Connections, overseeing acquisitions and helping to develop specialist markets.

SKILLS

ManagementSales ManagementCustomer RelationsFinancial PlanningMarketingSeminar PresentationsIndependent ThinkerStrategic Financial PlanningWealth ManagementFree ThinkingFinancial ServicesInvestmentsCustomer ServiceBusiness DevelopmentNew Business DevelopmentNegotiationMarketing Strategy

ABOUT LEE BARNARD

Still a fully qualified professional financial adviser (Diploma) Speciality, affinity…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Lee Barnard — Business Development Director, National Advice Business at Quilter Financial Planning in Leeds, GB | Unifers