Nadine Monks
Chatham
Summary
Highly organised and self-motivated professional with strong interpersonal and communication skills, adept at negotiation, problem-solving, and demonstrating empathy in diverse situations. Multi-award winning. Known for integrity and resourcefulness, consistently delivering effective solutions while fostering positive relationships. Committed to leveraging these core competencies to drive meaningful outcomes and support organisational success.
Overview
27
27
years of professional experience
2006
2006
years of post-secondary education
Work history
Mortgage/Insurance Broker, Director
Forces Family finance
Chatham, Kent
2015.01 - 2025.08
- Delivered client-centric advisory services, integrating financial products alongside coaching and mentoring.
- Established strong partnerships with key departments and third parties to enhance client resources.
- Consistently achieved sales targets, earning numerous industry awards and positive client feedback.
- Maintained exemplary compliance record over 25 years, resulting in freelance compliance office role for Principle.
- Drove change in industry by focusing on niche and vulnerable clients to improve outcomes.
- Executed high standards as Director of regulated financial services business, overseeing operations..
- Supervised team development while managing day-to-day business functions and technology integration.
- Utilised various platforms including CRM systems, Cloud storage, and Microsoft 365 for operational efficiency.
Financial Planner (non-investment)
Evolution for Women
Chatham, Kent
2014.01 - 2015.01
- Translating soft and hard fact gathering via client meetings into bespoke solution packages followed by the clear explanation of the products and administration of applications from start to finish.
- Customised financial advice according to individual client circumstances.
- Established trust with clients through transparent and ethical practices.
Mortgage Broker
Revell, Turner and Wass - Mortgage Solutions
2006.01 - 2008.01
- Working with the directors to grow the business by gaining leads from a network of Estate agents, building local relationships, and assisting them with their own client bank.
- Liaised effectively between lenders and borrowers for efficient communication processes.
- Achieved successful loan approvals with thorough application reviews.
Mortgage Consultant
Countrywide Mortgage Services (previously Bradford and Bingley)
2003.01 - 2008.01
- Supporting the branch and region in achieving its financial services sales targets via mortgage applications related to house purchases.
- Demonstrated flexibility when dealing with changing client requirements or market conditions.
- Enhanced sales performance through effective networking strategies.
Mortgage advisor
Britannia Building Society
1999.01 - 2003.01
- Various roles leading up to my training of becoming a mortgage advisor and providing area relief across a network of branches. Here I was part of a mortgage only branch pilot..
- Reduced application processing time with effective document management strategies.
- Educated clients on various mortgage products to aid informed decision-making.
Education
A-Levels - Business Studies
Harris City Technology College
Crystal Palace, Bromley 1997.01 - 1999.01
Certificate Examination - Mortgage and Advice and Practice (CeMAP)
Institute of Financial Services
London /2002 - 2003.01
NVQ Level 5 - Coaching and Mentoring
Institute of Leadership (ILM)
2024.10 - 2025.09
A-Levels - English literature
Harris City Technology college
Crystal Palace, Bromley /1997 - /1999
GCSEs -
Harris City Technology college
Crystal Palace, Bromley /1997 - /1999
Skills
- Integrity
- Organised and self-motivated
- Strong Interpersonal and communication skills
- Negotiation
- Empathy
- Problem-solving
- Resourcefulness
Affiliations
- I love walking my dog, being social and having new experiences. I am really passionate about creative design. Enjoy cooking and am part of book club.
- I have keen interest in general health and wellbeing.
Accomplishments
Financial Coach practitioner - June 2023 - Wise Monkey Financial Coaching
Top life assurance adviser - 2022 - New Leaf Network
Armed Forces Advocate Winner - 2022 - Celebrating Forces Families
Local Hero Mortgage awards (South East) Finalist - 2022 - Natwest Intermediary services
Local Hero Mortgage awards (South East) Highly commended - 2021 - Natwest Intermediary services
Armed Forces Covenant employer recognition scheme Silver award - 2019 - Ministry of Defence
References
References available upon request.
Community interests
I have been on the committee for the Service Insurance Investment and Advisory Panel since 2022 and been an ambassador and volunteer for the MILSPO network since 2020. I have also provided workshops and housing briefs pro bono in collaboration with the Veterans agency/MOD for serving and soon to leave Armed Forces personnel for over 8 years.
Timeline
NVQ Level 5 - Coaching and Mentoring
Institute of Leadership (ILM)
2024.10 - 2025.09
Mortgage/Insurance Broker, Director
Forces Family finance
2015.01 - 2025.08
Financial Planner (non-investment)
Evolution for Women
2014.01 - 2015.01
Mortgage Broker
Revell, Turner and Wass - Mortgage Solutions
2006.01 - 2008.01
Mortgage Consultant
Countrywide Mortgage Services (previously Bradford and Bingley)
2003.01 - 2008.01
Mortgage advisor
Britannia Building Society
1999.01 - 2003.01
A-Levels - Business Studies
Harris City Technology College
1997.01 - 1999.01
Certificate Examination - Mortgage and Advice and Practice (CeMAP)
Institute of Financial Services
/2002 - 2003.01
A-Levels - English literature
Harris City Technology college
/1997 - /1999
GCSEs -
Harris City Technology college
/1997 - /1999