
Partnership Development and Bid Manager with extensive experience building and sustaining high-value partnerships across education, local authorities, health, voluntary sector and commercial organisations. Highly skilled in translating organisational values and social impact into practical, funded partnerships that deliver measurable outcomes. Brings a strong track record of leading end-to-end bid and tender activity, from early market engagement and relationship-building through to compliant, high-quality submissions and contract award. Experienced in managing complex public-sector and third-sector tenders, coordinating multi-disciplinary contributors, and aligning proposals tightly to evaluation criteria.
Responsible for developing and managing relationships with fostering services and social care organisations, promoting and selling training programmes and accredited qualifications for foster carers and practitioners.
The role involved developing and maintaining compliance frameworks, monitoring adviser activity, managing risk and conduct issues, and providing clear guidance and training to financial advisers.
Provided regulated financial advice to teachers and education professionals, supporting them to make informed decisions about pensions, investments, protection and long-term financial planning.
Provided comprehensive financial and estate planning advice to clients in New Zealand, supporting them with wealth management, retirement planning and intergenerational planning. The role included preparing wills, enduring powers of attorney and advising on the establishment and administration of family trusts, ensuring advice was legally robust and aligned with clients’ long-term goals.
Delivered regulated financial advice to retail banking customers on investments and life insurance, helping individuals and families make informed decisions aligned with their financial goals and risk appetite. The role involved conducting detailed fact-finds, assessing suitability, and providing clear, compliant recommendations in line with FCA regulations and the bank’s policies. Built trusted customer relationships while meeting regulatory, ethical and performance standards within a high-street banking environment.