David Mackrory

• Leading a team of specialist whose responsibility it is to improve user experience on the Aviva advised platform.
• Championing and supporting my people to develop and grow.
• Supporting wider management team with call coaching, guidance and mentorship.
• Supporting my people to drive up external proactive activity to further embed relationships, which in turn increases new business and improves retention.
• Continue to deliver own sales across 30 regional IFA businesses, whilst also working collaboratively on several large national accounts.
• Continue to manage relationships through trust, integrity and accountability, which retains over 2b AUM.

• Whilst the geography has evolved over 10 years in the role, the objective has always remained the same. Establish and maintain strong relationships with financial advisers by providing tailored support and guidance to help them achieve their business goals and deliver good customer outcomes.
• Strong understanding and of what it takes to develop a strong, lasting relationship with financial adviser firms ranging from c.100m AUM to c1.5b, regardless of the circumstances and challenges.
• Prides ones self on ability to communicate and engage with all and every type of client. Experience has taught that provider / adviser relationships are a partnership and are almost exclusively built on trust.

Key Achievements:

Achieved significant success with several financial adviser firms, most notably those who had not historically supported Aviva but now use as their platform of choice, including x3 firms now totalling c.650m AUM with us.

Significant results working collaboratively with Aviva Investors to secure various large mandates (inc. one for 90m).

Over the course of five years, I have had the privilege of mentoring a then inexperienced account manager who has since flourished into a highly successful professional in his own right. Through guidance, support and coaching, I have played a pivotal role in shaping and nurturing his career development, equipping him with the knowledge, skills, knowhow and confidence needed to excel in our competitive industry.

• Working collaboratively with Business Development Managers and Financial Advisers to upskill and onboard to online solutions which ultimately improved their efficiency.
• F2F role across London, Essex and the Channel Islands.

• As Sales Support, working with Business Development Managers across multiple regions on all Savings and Investment products.
• As Senior Sales Support, continuing to work with Business Development Managers but also managing and mentoring up to 4 FTEs.