Edinburgh Napier University
Distribution Deals Manager at AEGON UK
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Financial Planning Certificate
Investment Management Certificate
Specialties: Strong project management skills and strategicsupport
Excellent interpersonal and relationship management skills
Delivery focused with a proven track record in business delivery and implementation
Broad range of knowledge and skills spanning Operations, Marketing, Business Development, Executive support and M&A activity
Responsible for winning and maintaining strategic distribution relationships by managing the process through the lifecycle of a deal. This involves project managing the activity within this process and facilitatating the necessary governance, including contract negotiation/management. Key responsibility for influencing and working effectively with all stakeholders.
Following the sale of Guardian Financial Services to Cinven, this role is responsible for the smooth delivery of all agreed transition services eg. IT, finance, HR, risk, audit, compliance during the transitional period. This requires strong project and relationship/stakeholder management skills.
Provided support to CEO in regulatory matters and COO for Distribution leading many key distribution projects. In summary, provides strategic support focusing on critical issue resolution, business delivery and implementation.
Initially worked with Head of Sales taking UK Variable Annuities to market. Then, led a number of challenging projects, contributed to strategic thinking for Marketing and Sales plans, represented COO at Head Office, Board level reporting and analysis. Seconded to take on TCF Product Champion role embedding TCF processes and practices into the organisation
Identifying and evaluating market and product proposition opportunities for targeted customer segments. Initiating development of business objectives by the delivery of new products and the management of existing products in terms of market offering and product feature enhancement. Planning, market analysis and research and budget management
Delivery of a high degree of service by ensuring effective and efficient management of the workload and motivation of staff.
Placing both temporary and permanent candidates. Excellent communication and interviewing skills were essential as well as the ability to prioritise and negotiate.
Following an intensive training programme, appointed as a Consultant to provide a full financial planning service to the company's existing as well as prospective clients
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