Rob Prosser
Platform Change Manager @Quilter
Signup · Get unlimited contacts
WORK HISTORY
Platform Change Manager @Quilter
Southampton, GB
EDUCATION
Self Study
Financial Protection, Financial Planning and Services
Self Study
Investment Principles & Risk, Financial Planning and Services
Halesowen College
Diploma in Business Studies
Self Study
Supervision in a Regulated Environment - JO7, Financial Planning and Services
Self Study
Regulations & Ethics, Financial Planning and Services
Self Study
Financial Planning Certificate, Financial Planning and Services
SKILLS
ABOUT ROB PROSSER
With over 20 years Financial Services and 10 years people management experience with in depth knowledge of Wraps/Platforms.Level 4 RDR qualified with full FPC 1-3, RO1 (Regulation & Ethics), RO2 (Investment Principles & Risk), RO5 (Financial Protection), JO7 (Supervision in a Regulated Environment) and J11 Wrap & Platform Services with wide exposure to different business functions including product/service development; marketing including managing core/promotional collateral; managing internal/external communications; operational management and process improvement; sales, compliance and complaint handling. Key strengths are: Versatility and Adaptablity - role variety has created a balanced and appreciative outlook of business needs/drivers.Decisiveness - willing to make a decision, once analysis is clear and based on sound judgement.Conceptual Thinker - able to identify patterns/connections between situations not obviously related.Creative Thinker - able to generate and implement new ideasFocused and Tenacious - renowned for delivering results on time and to plan.As for my goals, my perfect role would be shaping and defining the customer/adviser journey ensuring the proposition is promoted clearly and fairly with the brand shining through at each and every touchpoint.Specialties: Marketing CommunicationsProposition DevelopmentCompliance MonitoringCustomer Journey DefinitionOperational ManagementPeople Management including developing talentProcess Improvement including managing changeRDRComplaint HandlingRegulatory Business ReviewBusiness Analysis
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.