Kirstie McKeown
Consett,Co Durham
Summary
Accomplished professional with expertise in strategic planning, financial analysis, and risk management. Demonstrates strong leadership acumen and decision-making competency, effectively supervising teams and developing training programmes. Skilled in compliance enforcement and relationship building, aiming to leverage these strengths towards enhancing organisational success.
Business-driven individual with more than [Number] years working as Director for [Type] organisation. Determined and experienced in client rapport, budget control and employee mentoring and coaching.
Overview
38
38
years of professional experience
Work history
Senior Financial Planning Director
Rathbones Financial Planning
Newcastle upon Tyne, Tyne & Wear
03.2024 - Current
- Leading the Newcastle team to maintain excellent record in file checks and quality control.
- Ongoing coaching of team members, resulting in promotions and enhanced loyalty.
- Manage client portfolio of 126 clients with over £235m under management. Significant number of referrals from existing clients and no client losses other than death.
- The office has achieved the highest penetration of clients utilising both RIM and RFP services across RFP 2.0.
Financial Planning Director
Rathbones Financial Planning
Newcastle upon Tyne, Tyne & Wear
02.2013 - 03.2024
- Delivered comprehensive financial planning advice to personal and trust clients.
- Facilitated growth of client base and funds under management since 2013 through proactive collaboration with Investment Management Team and professional advisers.
- Expanded Newcastle financial planning team from 1 adviser to 3 advisers and 4 support staff.
- Exceeding delivery of targets and objectives
Wealth IFA
Lloyds Private Banking
Newcastle upon Tyne, Tyne & Wear
04.2006 - 12.2012
- Providing holistic Independent Financial Advice to both personal and Trust clients with investable assets of £250K - £2m over a challenging geographical patch from Hull - Barrow - Edinburgh
- 3rd employee in the Group (employing 70,000 staff) to achieve Chartered Financial Planner status in 2007 with studies commencing in 2003
Development Manager
Lloyds Private Banking
Newcastle upon Tyne, Tyne & Wear
04.2003 - 04.2006
- Responsible for first line supervision and development of IFAs and Relationship Managers including training of new recruits
- Gained permission to operate a dual licence covering supervision and client facing contact - was the only person in the company to be granted such a licence
- OSCA Award 2005 for Outstanding Customer Service to internal clients (as voted for by peers across the company)
Private Banking Relationship Manager
Lloyds Private Banking
Newcastle upon Tyne, Tyne & Wear
05.1997 - 04.2003
- Provided relationship management to 300 clients utilising the Asset Management service with c. £40m of client funds
Investment Manager
Lloyds Private Banking
Newcastle upon Tyne, Tyne & Wear
10.1993 - 05.1997
- Responsible for management of c. 1000 client investment portfolios
- Ensured that company policy was implemented whilst managing a team of 5 staff
Various Administrative Roles
Lloyds Private Banking
Newcastle upon Tyne, Tyne & Wear
07.1987 - 10.1993
Education
Chartered Insurance Institute
06.2003 -
Blackfyne Comprehensive School
Consett, DurhamSkills
- Leadership
- Training and Development
- Risk Management
- Strong Relationship building
- Decision Making
- Stakeholder engagement
Affiliations
Property Development, Family and dogs, Travel (inter-railing and trips that require planning), Socialising
Timeline
Senior Financial Planning Director
Rathbones Financial Planning
03.2024 - Current
Financial Planning Director
Rathbones Financial Planning
02.2013 - 03.2024
Wealth IFA
Lloyds Private Banking
04.2006 - 12.2012
Chartered Insurance Institute
06.2003 -
Development Manager
Lloyds Private Banking
04.2003 - 04.2006
Private Banking Relationship Manager
Lloyds Private Banking
05.1997 - 04.2003
Investment Manager
Lloyds Private Banking
10.1993 - 05.1997
Various Administrative Roles
Lloyds Private Banking
07.1987 - 10.1993
Blackfyne Comprehensive School
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