Ralph Riddell

Professional Financial Services Contractor, Pension & Investment Specialist @Huntswood

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

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WORK HISTORY

Apr 2012 — Present

Professional Financial Services Contractor, Pension & Investment Specialist @Huntswood

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Qualified financial services consultant with 18 years industry experience having worked within compliance, annuity/pension specialist. During my time in the industry, I has managed, audited and dealt with sales, marketing, compliance and S166 reviews, both past and new business reviews

EDUCATION

1979 — 1981

Henley College

Enginerring

SKILLS

ComplianceManagementFixed AnnuitiesProblem SolvingFinancial PlanningSales ManagementWordInsurancePeople ManagementMicrosoft WordTeam LeadershipPensionsPowerpointMicrosoft ExcelCustomer RelationsRisk ManagementExcelProduct DevelopmentInvestmentsStrategic PlanningMicrosoft OfficeResearchCoachingFinancial ServicesAccount ManagementCustomer ServiceStrategic Financial PlanningBusiness AnalysisTrainingNew Business DevelopmentRetirement PlanningMarketing CommunicationsLeadership

ABOUT RALPH RIDDELL

Qualified Level 4 dip PFS. Experienced case handler, QC, Complaints contractor, Team manager and Accredited Gold standard paraplanner. I have over 27 years of experience within the financial services and I’m very familiar with all the latest changes with legislation and pending changes.I am a positive and self-motivated individual and here is a summary of my career highlighting a number of key areas, namely:• Successfully set my own limited company, covering past business review contract which formed n part of a s166 review as a direct result of a regulatory visit from the FCA.• Ran sales assessment of a large bank assurance sales force, on a pass/fail basis. Designed bespoke training programs for the individuals who didn’t pass. • New business verification, for a multi tied network all work carried out following FSA guidance and procedures• Asked to manage a team of 21 people, managing workloads and day to day issues• Retirement specialist and managed a team of 8 telephone sales people• Excellent communication skills and attention to detail• Compliance technical supporting a team of 25 people• Managed the relationships with the Prudential’s top annuity accounts• Field account manager looking after Prudential’s top annuity accounts, Origen, Annuity Direct, BOSAS and Openwork. Increased business flow by 14% • Former “man from the Pru”I updated competitor head to head documents for Prudential, gaining an excellent insight into Prudential’s competitors and their contracts. I also ran my own weekly blog to our sales teams for two years,(400 individuals) with regular hints and tips to boost sales with a topical twist.If you need to contact me, here are my contact details:E-mail Retired Phone

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