Nigel Willmott Cfptm Chartered

Senior Corporate Financial Planner @Richmond House

Stevenage, GB

Responsibility for the management of a portfolio of corporate clients, delivering key employee benefit services including group pension governance & compliance, pension regulator obligations, salary exchange projects, annual group pension, risk & healthcare reviews, workplace financial wellbeing initiatives including group educational workshops and 1-to-1 personal financial coaching and guidance consultations for employees.Key skills and attributes of my role include > • Managing complex client accounts, providing tailored pensions and employee benefits advice.• Delivering expert consultancy on corporate defined contribution pensions and employee benefits.• Building strong client and internal relationships, ensuring top-quality service and client satisfaction.• Drive revenue growth, identify cross-selling opportunities, and manage high-value pension portfolios.• Mentor junior colleagues and contribute to team knowledge, best practice, and innovation.• Extensive experience in employee benefits consultancy, with strong technical expertise in corporate defined contribution pensions.• Proven track record managing complex, high-value client relationships and achieving sales success.• Excellent stakeholder management, able to influence at Board level.• Strong knowledge of regulatory requirements and compliance in pensions advice.Furthermore, I maintain a commercial focus, making informed decisions that consider financial implications and ensuring that both personal and team activities prioritise client service delivery with a strong sense of urgency and compliance with regulatory obligations.

Chartered Insurance Institute

Diploma in Regulated Financial Planning | DipPFS

University of the Free State

Post Graduate Diploma in Financial Planning