0161 762 1397 or firstname.lastname@example.org
• Life Insurance
• Critical Illness Cover
• Income Protection
• Private Medical Insurance
• Accident, Sickness & Unemployment Cover
• Business Protection - Loan Protection, Shareholder Protection & Key Person cover
• Business Insurances - Public & Employer's Liability, Professional Indemnity, Directors & Officers
• Commercial Buildings & Contents - Shops & Office packages, Retail, Warehouses
• 'Niche' Commercial Insurance - Care Homes, Hotels, Agricultural, Classic Car, Marine, Leisure
• Home Insurance - including non-standard constructions and underpinned homes
• Landlords Insurance - Building & Contents, Rent Guarantees
Mortgages - Whole of Market advice on residential and Buy To Let mortgages
Mortgage & Insurance Adviser2011 - 2011Professional advice to personal and business customers on all aspects of Mortgages, Insurances, Life Assurance & Business Protection.
Financial Planning Manager2010 - 2011Face to face financial planning advice on investments, pensions and life insurance to branch customers
AXA Sun Life
Financial Planning Manager2009 - 2010Face to face Financial Planning advice to customers of Britannia Building Society.
Bank of Scotland
Client Manager2006 - 2008Wealth Management role advising clients on Inheritance Tax Planning, Pension Transfers and Annuities.
Financial Planning Manager2004 - 2006Face to face financial planning advice on investments, pensions and life insurance to branch customers
Team Manager1990 - 2004Many years doing various back office roles including Admin, Servicing, Underwriting, Full Time Training and in the latter years, running teams of administrators.