Paul German

Training & Competence Supervision Manager @Evelyn Partners

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

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WORK HISTORY

Jul 2018 — Present

Training & Competence Supervision Manager @Evelyn Partners

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London, GB

Lead a team of 10 providing first & second line T&C supervision across all T&C roles.Responsible for T&C policy across all roles that fall under Training & Competence. Financial Planner InductionTraining and Development ProgrammesInvestment ManagementFinancial PlanningMIFID Information GiversOperationsDealers

EDUCATION

N/A

Institute Financial Services

Certificate, Financial Planning & Mortgage Advice.

N/A

NLP Academy

Certified NLP Practitioner, neuro linguistic programming

N/A

The Brain People

MASTER NLP PRACTITIONER, Neuro Linguistic Programming

N/A

Chartered Insurance Institute

Diploma in Financial Planning DipPFS, Financial Planning and Services

N/A

The Chartered Institute for Securities & Investment (The CISI)

IAD (Financial Planning)

2009 — 2011

Institute Financial Services

PCertB, Professional Certificate in Banking.

SKILLS

InvestmentsIncome ProtectionBankingSavingsRisk ManagementBusiness Relationship ManagementSales ManagementManagementStakeholder ManagementTeam LeadershipFinancial PlanningMortgage LendingRetail BankingSalesInsuranceRelationship ManagementLeadershipGoal-Oriented Individual with Strong Leadership CapabilitiesPensionsCreditInvestment AdvisoryWealth Management ServicesCross SellingPerformance ManagementFinancial ServicesRetirement PlanningWealthProject ManagementFinancial RiskFinanceFinancial AdvisoryCoachingCredit RiskPortfolio ManagementLoansWealth ManagementResidential Mortgages

ABOUT PAUL GERMAN

I’m a Training & Competence leader with over eight years’ experience strengthening…

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