Marcus Ball

Operations Manager (Interim) @Financial Services Compensation Scheme

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

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WORK HISTORY

Jan 2023 — Present

Operations Manager (Interim) @Financial Services Compensation Scheme

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EDUCATION

2009 — 2009

The Chartered Insurance Institute

Certificate in Equity Release

2019 — 2019

The Chartered Institute for Securities & Investment (The CISI)

Certificate in Combatting Financial Crime

2018 — 2018

The Chartered Insurance Institute

Certificate in Advanced Mortgage Advice

2019 — 2019

AXELOS

Prince2 Foundation Certificate in Project Management

2013 — 2013

The Chartered Insurance Institute

Regulated Diploma in Financial Planning

1998 — 2001

University of Gloucestershire

Bachelor of Science (BSc), Sports Science & Leisure Management

2017 — 2017

The Chartered Insurance Institute

Award in Pensions Update

2006 — 2006

The Chartered Insurance Institute

Certificate in Mortgage Advice

2017 — 2017

The Chartered Insurance Institute

Certificate in Investment Operations

2018 — 2018

The Chartered Insurance Institute

Certificate in Regulated Financial Services Operations

2009 — 2009

The Chartered Insurance Institute

Award in Long Term Care Insurance

2016 — 2016

The Chartered Insurance Institute

Certificate in Discretionary Investment Management

SKILLS

Customer ServiceInvestment AdvisoryProtectionRemediationFile ReviewPortfolio ManagementFinancial AdvisoryStrategic Financial PlanningIncome ProtectionWealthSavingsEstate PlanningFinancial AdviceTeam ManagementMortgage LendingPensionsFinancial ServicesInvestmentsBankingBusiness Relationship ManagementHigh Net Worth IndividualsFinancial PlanningWealth Management ServicesWealth ManagementCreditCross SellingRetirement PlanningRelationship ManagementInsuranceCompliance RemediationRetirementInheritance Tax PlanningRetail BankingCritical IllnessMortgageCompliance

ABOUT MARCUS BALL

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Marcus Ball — Operations Manager (Interim) at Financial Services Compensation Scheme in Richmond, GB | Unifers