Rob Prosser

Platform Change Manager @Quilter

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

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WORK HISTORY

Jan 2025 — Present

Platform Change Manager @Quilter

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Southampton, GB

EDUCATION

2012 — 2012

Self Study

Financial Protection, Financial Planning and Services

2013 — 2013

Self Study

Investment Principles & Risk, Financial Planning and Services

1988 — 1990

Halesowen College

Diploma in Business Studies

2013 — 2013

Self Study

Supervision in a Regulated Environment - JO7, Financial Planning and Services

2012 — 2012

Self Study

Regulations & Ethics, Financial Planning and Services

1998 — 2000

Self Study

Financial Planning Certificate, Financial Planning and Services

SKILLS

Change ManagementStakeholder ManagementFinancial RiskBankingRisk ManagementTeam ManagementProcess ImprovementFinancial AdvisoryPortfolio ManagementMarketingNew Business DevelopmentFinancial ServicesBusiness AnalysisComplaint ManagementBusiness ProcessBusiness DevelopmentWealth ManagementManagementAnalysisMarketing CommunicationsOperations ManagementInvestmentsRelationship Management

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

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Rob Prosser — Platform Change Manager at Quilter in Southampton, GB | Unifers