LEE JOHNSON
Christchurch
Summary
SIA-licensed security and crisis management professional with 3 years of frontline emergency response experience, backed by a 20-year plus career in Financial Services working as a business development manager and financial adviser. I have a disciplined, conscientious and responsible attitude to work, with the ability to prioritize and handle tasks in an efficient manner. Proven ability to maintain absolute calmness, empathy, and critical thinking under pressure while managing high-stakes emergencies and creating initial incident reports. A proactive, self-motivated multitasker with excellent administrative, MS Office, and interpersonal skills, now seeking to leverage this unique combination of crisis handling, premium customer service, and regulatory compliance to contribute to the continued success of the organisation.
Overview
1
1
Certification
25
25
years of professional experience
Work history
Global Security & Crisis Management Team Leader
S&P Global c/o Corps Security
2023.06 - Current
- Monitor open source social media outlets and news stations for events or incidents with the potential to impact the companies business operations, employees and assets and reporting to business leaders, site contacts and affected employees in the region.
- Monitor and aid business travellers globally offering travel guidance and emergency support should an emergency arise and ensuring business travellers comply with the company travel policy.
- Access control and monitoring systems including CCTV, door and alarm monitoring, processing and managing access cards for EMEA, APAC and India.
Adviser & Customer Relationship Manager
HB Partners Mortgage & Protection Ltd
2022.01 - 2023.05
- Provide compliant mortgage & protection advice to new and existing clients.
- Research and present viable solutions and complete client suitability reports.
- Handle all client communications effectively and lead on any client confidential medical claims.
Business Consultant
Vitality
2018.10 - 2021.12
- Distribute the Vitality Life, Health & Retirement proposition to a panel of Mortgage & Protection Brokers and IFAs across London the Home Counties & Thames Valley regions.
- Provide CPD Training events to advisers and paraplanners on all aspects of health, protection & retirement solutions.
- Training and the mentoring of graduates entered into the graduate programme.
Business Development Manager & Auto Enrolment Manager
Scottish Widows
2002.01 - 2018.07
- Working closely at all levels of advisory businesses; directors, financial advisers, investment committee, paraplanners, compliance and administrators to identify the most appropriate solutions for their clients.
- Deliver sales targets, KPIs & increase market share for accounts in the region.
- Project managed a panel of key SME & large enterprise clients across the UK tasked with educating and delivering on their legal duties to complete their declaration of compliance.
- Liaising with Business Owners, HR Directors, Finance Directors and Heads of IT for them to understand their regulatory responsibilities.
Skills
- Communication & Presentation Skills
- High standard of communication skills through presentations, 1-2-1 meetings, group meetings, Zoom/ Teams meetings as well as phone calls & written communications
- Utilise active listening to improve productivity with the ability to influence, persuade and negotiate
- Numerical and IT Skills
- Advanced user of MS office including Microsoft Excel, Word, PowerPoint & Outlook
- Familiar with security risk and medical systems, CRM databases, back-office systems, research tools, and market data providers
- Research & Analytical Skills
- Able to analyse data to identify trends then construct appropriate plans to act on these
- Aware of regulatory changes and world events and the problems and solutions these create
- Industry Knowledge
- With a keen interest in geopolitics and global events, I am well travelled, having experienced other cultures increasing my life knowledge and ensuring that I have been able to act confidently and swiftly to avert serious situations from arising
- I have experience working for major corporates all the way down to the setting up of a business from scratch thus giving an invaluable insight into the risks associated with running a business at all levels and the lengths you need to go to ensure success
- Professionalism and Integrity
- I place a very high value on conducting myself in the most professional manner both internally and when representing my company externally if required
Certification
- SIA Licence
- CII Level 4 Diploma in Regulated Financial Planning
- CII Certificate in Mortgage Advice
- Mental Health First Aider
Timeline
Global Security & Crisis Management Team Leader
S&P Global c/o Corps Security
2023.06 - Current
Adviser & Customer Relationship Manager
HB Partners Mortgage & Protection Ltd
2022.01 - 2023.05
Business Consultant
Vitality
2018.10 - 2021.12
Business Development Manager & Auto Enrolment Manager
Scottish Widows
2002.01 - 2018.07