Summary
Overview
Work history
Education
Skills
Affiliations
Accomplishments
Timeline
Generic

Colin DEVEREUX

Abbots Langley,UK

Summary

Motivated by Financial Services with 44 years of experience, recognised for assessing operational needs and developing solutions to save costs, improve revenues and drive customer satisfaction. Resourceful and well-organised with excellent leadership and team-building record.

Overview

45
45
years of professional experience
16
16
years of post-secondary education

Work history

Self Employed

Advisertime
Abbots Langley, Hertfordshire
01.2004 - Current
  • Write suitability reports for firms of Independent Financial Advisers.
  • Research Product and Investment Fund Information for Independent Financial Advisers.
  • Provide Compliance Services to Independent Financial Advisers and Insurance Brokers/Companies.
  • Review new business files for advisers within firms of Independent Financial Advisers.
  • Provide Training for firms of Independent Financial Advisers, both at product level and Compliance.
  • Assist with recruitment and training of new staff.
  • Create, supply and manage training for Independent Financial Advisers.
  • Create, supply and manage training for non sales staff at firms of Independent Financial Advisers, up to professional qualification levels.

Financial Advisor

Abacus
St. Helier, Jersey
05.2002 - 11.2003
  • Provided Financial Planning advice to Trustees and UK beneficiaries of Jersey and Guernsey Trusts.
  • Reviewed investment wrappers for suitability and optimised strategies.
  • Observed and acted on stock market trends and movements.
  • Performed thorough risk assessments to minimise investment issues.
  • Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Achieved personal KPIs with diligent work and supported overall team objectives.
  • Maintained up-to-date knowledge of legislation and policy changes.
  • Analysed risk across client assets, maintaining investment security.
  • Assessed clients' financial requirements to devise bespoke investment plans.
  • Supported clients in setting clear financial goals with plans to achieve them.

Director, Financial Advisor

Professional Intermediary Services
Rickmansworth, Hertfordshire
08.1995 - 10.2002
  • Navigated regulatory landscapes, maintaining legal compliance and risk mitigation.
  • Directed administration and optimisation of financial operations, payroll and accounting processes.
  • Recruited and managed senior staff with focus on delivering clear results.
  • Directed day-to-day work of 12 employees and motivated teams to exceed objectives.
  • Managed daily operations by overseeing financials, key performance indicators and employee performance.
  • Worked alongside firms of Chartered Accounts in the provision of financial advice to their clients.

Financial Advisor

Delta Financial Management
Borehamwood, Hertfordshire
11.1993 - 08.1995
  • Provided Financial advice to clients of a Chartered Accountant.
  • Reviewed investment wrappers for suitability and optimised strategies.
  • Negotiated with suppliers and lenders to achieve optimal client prices.
  • Performed thorough risk assessments to minimise investment issues.
  • Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Maintained up-to-date knowledge of legislation and policy changes.
  • Analysed risk across client assets, maintaining investment security.
  • Built and carefully managed loyal, profitable client bases.
  • Translated financial jargon for complete client understanding.
  • Worked flexible hours, covering nights, weekends and bank holidays.

Sales Consultant

Norwich Union
Watford, Hertfordshire
06.1987 - 11.1993
  • Worked alongside a panel of Independent Financial Advisers, to promote investment and retirement planning products offered by Norwich Union, and how they may be appropriate for client needs.
  • Assist Financial Advisers in adapting to the onset of Compliance regimes in the UK.
  • Listened to customer problems, objections and concerns, offering tailored solutions.
  • Used active listening and relationship-building skills to assess customer needs, build rapport and deliver viable solutions.

Sales consultant

Sun Life Assurance
Kinsgbury, London
06.1984 - 06.1987
  • Worked alongside a panel of Insurance Brokers, Building Societies and Intermediaries, promoting products developed by the Sun Life Group, to meet the needs of their customers.
  • Obtain leads from Building Society Managers, and sell endowment policies, or protection policies, directly to mortgage customers.

Clerical assistant

Sun Life Assurance
Watford, Hertfordshire
07.1979 - 06.1984

Education

NVQ Level 4 - Financial Planning

The Personal Finance Society
04.1997 - 05.2013

Skills

  • Customer interaction and engagement
  • Customer service
  • Customer communication
  • Service orientated
  • Team building
  • Leadership
  • Problem-solving

Affiliations

  • I am a keen Golfer and am Secretary of my golf club
  • Family is important to me

Accomplishments

  • I achieved the Diploma in Financial Services simply to demonstrate to my clients that I have the same ability as them.

Timeline

Self Employed

Advisertime
01.2004 - Current

Financial Advisor

Abacus
05.2002 - 11.2003

NVQ Level 4 - Financial Planning

The Personal Finance Society
04.1997 - 05.2013

Director, Financial Advisor

Professional Intermediary Services
08.1995 - 10.2002

Financial Advisor

Delta Financial Management
11.1993 - 08.1995

Sales Consultant

Norwich Union
06.1987 - 11.1993

Sales consultant

Sun Life Assurance
06.1984 - 06.1987

Clerical assistant

Sun Life Assurance
07.1979 - 06.1984

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Colin DEVEREUX