Nigel Platts
Managing Director @Npfs Consultancy Ltd
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WORK HISTORY
Managing Director @Npfs Consultancy Ltd
GB
Some projects completed include the Wealth transformation training delivery to Lloyds Private Bank Advice Managers across the UK,systems training,soft skills coaching, advisor technical training across the HNW financial advice and relationship Mgmt proposition. Advice 2015 Private Bank project within LBG,content including Pensions reform implementation.Training LBG Private Banking Managers on the Voyant Cash flow client modelling tool and system training of the new fact find process and report writing tools.Appointed to deliver AF3 training for the CII from Aug 2014 onwardsMay 20••••24 Intrinsic/OM/QuilterEngaged in various projects including the initial and ongoing development of 160 advisors who joined the network in Q2 & Q3 2015,Onboarding training and field development of the new advisors,training Xplan CRM system within Intrinsic FS to new and existing advisors.OM,National Development Manager contract to work with OM financial advisersMay 2016-Aug 2016,Santander.Working with the financial advisor population nationally around the Premium investments following a FCA thematic review.2014- Present DSW/CII technical training across R01-6 exam syllabi April 2017 July 17.Curve Group-Training consultant,national transformational change project for the new C/M experience Mgr proposition for Provident.On boarding Training for new and existing agents transitioning to the new proposition.Systems training,soft skills development,regulated lending technical training,Fin Crime,AML,assessor for CEM competency in line with T&C schemeOct 17 Jan 18Wesleyan, design of delivery material, testing of new systems in preparation for the training of FA’s to use new POS and CRM systems.Q2 & Q3 2018Jelf, working with colleagues from Jelf and Bluefin following their merger to deliver a consistent advice process using a harmonized CRM system, training including system training, business workflows across several business streams,financial crime,compliant advice
EDUCATION
CII/PFS fellow and Chartered Status
Fellow & Chartered Financial Planner, Cert CII MP, Regulated Financial Planning
ABOUT NIGEL PLATTS
Previous roles include Head of Wealth & Premier at HSBC North Region, 1st & 2nd line RegIonal Financial Planning Mgr with unbroken track record of building and leading high performing teams of IFA\'s in both Commercial and Retail,Multi Tied advisors,Mortgage advisors in Bancassurer and Independent world. Employee benefits consultants, matrix mgt with Regional and Area Directors for Wealth Mgt, Retail and Commercial Bankng.Significant recruitment experience.Nigel is the Managing Director of NPFS Consulting Ltd,the business is involved in contract training,business development and recruitment including conducting assessment centre management and assessments. 2015 onwards: F2F & Remote training and consultancy projects working across strategic partners and key accounts within Quilter, and Succession, QPCA and Quilter network firms on various projects as a consultant on advice delivery specialisms, systems training for XPLAN, IO, Dynamic Planner,CommPay. Project design and delivery of training programmes and materials as required Projects have included MMR training across LBG, system and advice training within general insurance for JelfApril 2014,contracted on the LBG Wealth Transformation project which delivered the new advice process to LBG Private Banking & Wealth Managers. Feb 2015,Following the successful wealth transformation project within LBG in 2014 and the tremendous feedback from stakeholders and participants,re contracted to be involved in delivering the 2015 Advice project across LBG Private Bankers. May 2015.Following delivering foundation course training to Ex Sesame advisers who have joined Intrinsic,Taking the advisers into the field to work with them as their Competency and Development Manager working with the individual advisers, partnerships and high asset firms to regain their CAS.The holistic role includes providing significant technical & financial planning knowledge around the advice process as well as tech advice in relation to client recommendations.Coaching and tech support on compliance aspects surrounding the advice process, coaching and online support on IT systems ie XPlan. CEMAP CF8 RB1FPC 1 2 3J02J08R01,R02,R03,R04,R05,R08AF3 AF4 AF5 G20
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