- football/team management
- Golf
- Family
CRAIG ELLIOTT
Newcastle Upon Tyne
Summary
Experienced financial services professional with over 24 years in the industry, specializing in building introducer referral business. Proven track record in managing diverse teams focused on customer service and business growth. Committed to employee development and fostering a positive work environment. Seeking to leverage extensive industry knowledge to drive growth in a large financial services organization.
Overview
25
25
years of professional experience
Work History
Proposition Owner
MAB/BROOK BUSINESS PARTNERS/LFB
01.2020 - Current
- Established strong brand presence, driving substantial market growth.
- Led team of 6 Later Life Advisers to improve service delivery standards.
- Directed Client Care Advisers to boost client satisfaction ratings.
- Created a leading referral network through collaboration with introducers.
- Expanded business opportunities by securing new introducers.
- Managed personal P&L, ensuring profitability and fiscal responsibility.
- Oversaw day-to-day operations, maintaining high standards of customer service and operational efficiency.
- Built successful business culture focused on performance optimisation and goal attainment.
- Cultivated strong industry relationships to promote services and improve business operations.
Director
Minster Financial Planning Ltd
01.2020 - Current
- Hired a Financial Planner and Paraplanner to strengthen financial strategy.
- Managed overall business operations to maintain effectiveness.
- Investigated other business interests to broaden market presence.
Business Partner
Mortgage Advice Bureau
01.2008 - Current
- Advised clients on financial requirements as a Mortgage & Protection adviser.
- Managed a team of mortgage advisers, enhancing team performance and client satisfaction.
- Developed introducer relationships, contributing to business growth.
- Achieved Top Mortgage Business status - MAB's 2020.
- Recognized as Top Business Partner - BROOK FS MAB's 2021.
- Oversaw personal P&L management to ensure profitability.
Financial Adviser
Savills Private Finance
09.2006 - 04.2008
- Advised clients on suitable mortgage solutions to meet individual needs.
- Established and nurtured introducer relationships to enhance business opportunities.
- Achieved and surpassed targets established by the organization.
- Operated within a fast-paced environment in Leeds and London, ensuring timely responses.
Mortgage & Protection Adviser
Hunters Estate Agents
02.2005 - 09.2006
- Advised estate agency clients on mortgage and protection needs.
- Trained branch staff to identify referral opportunities.
- Recognized as Top Mortgage and Protection Adviser in 2005.
Roaming Branch Manager
Leeds Building Society
01.2001 - 02.2005
- Qualified as Mortgage Adviser (Cemap) to provide expert guidance on financial products.
- Managed branches in North East area, including Leeds and Newcastle, to drive performance.
- Supported underperforming branches by implementing targeted strategies to meet targets.
- Conducted staff training sessions to maximize referral opportunities for mortgages and savings.
- Advised clients on savings products within branch to enhance customer engagement.
Education
HND - Business Management
Sheffield Hallam University
SheffieldGB+NVQ - Business Management
York College
GCSE's -
Joseph Rowntrees Secondary School
Skills
- Recruitment and management
- Business ownership and management
- Training and mentoring
- Campaign management
- Cemap qualifications 1, 2, and 3
- Equity release qualification
- Industry expertise (21 years)
- Relationship building
- Payroll administration
- P&L management
Interests
Timeline
Proposition Owner
MAB/BROOK BUSINESS PARTNERS/LFB
01.2020 - Current
Director
Minster Financial Planning Ltd
01.2020 - Current
Business Partner
Mortgage Advice Bureau
01.2008 - Current
Financial Adviser
Savills Private Finance
09.2006 - 04.2008
Mortgage & Protection Adviser
Hunters Estate Agents
02.2005 - 09.2006
Roaming Branch Manager
Leeds Building Society
01.2001 - 02.2005
HND - Business Management
Sheffield Hallam University
GB+NVQ - Business Management
York College
GCSE's -
Joseph Rowntrees Secondary School