RYAN SHARROCK
Manchester
Summary
Results-driven Sales and Commercial Manager with over 15 years in financial services, focusing on pension claims and commercial operations. Skilled in cost management, revenue growth, and operational enhancements. Expertise in financial analysis, Excel modelling, and stakeholder engagement. Holds a CII Diploma in Regulated Financial Planning and a degree in Finance and Accounting.
Overview
16
16
years of professional experience
3
3
years of post-secondary education
Work history
Head of Sales and Marketing
Spencer Churchill Law Limited, Bolton
Bolton
2020.01 - 2026.02
- Directed a team of six sales advisors within a specialist legal claims firm, specialising in pension claims, wills, trusts, and commercial law services.
Oversaw comprehensive financial management functions, including revenue forecasting, overhead evaluation, and cost optimisation initiatives.
Managed organisational IT infrastructure and operational technology to enhance efficiency and service delivery. - Delivered £24,300 monthly cost savings (£291,600 annually) through strategic contract renegotiations with suppliers, process improvements, and cost-cutting initiatives across the business, achieving 18.6% reduction in overheads
- Reduced claim rejection rate from 47% to 29% by implementing improved case assessment criteria and quality control processes, significantly improving profitability
- Decreased customer acquisition cost from £1,100 to £850 through marketing campaign optimization, better targeting, and improved lead quality management
- Analysed financial data to produce detailed monthly business performance reports, including revenue projections, overhead breakdowns, and profitability analysis for board meetings and strategic planning.
- Negotiated and managed contracts with suppliers, service providers, and vendors, securing favourable commercial terms and managing ongoing relationships
- Lead team performance management, training, and development to maximize productivity and conversion rates
- Built and maintained complex Excel-based pension redress calculators using FCA PS22/13 methodology, incorporating actuarial calculations, mortality tables, and investment return assumptions
- Oversaw business IT systems, infrastructure, and telecommunications, ensuring operational efficiency and managing technology costs
Sales Advisor
Spencer Churchill Law Limited / Get Claims Advice, Bolton
Bolton
2018.06 - 2020.01
- Generated over £3,000,000 in fee revenue through successful client acquisition and conversion of 300+ new clients across all service lines
- Achieved 85% client conversion rate, significantly exceeding industry benchmarks through consultative selling and strong client relationship management
- Oversaw client acquisition and sales across service lines: pension claims, wills, trusts, probate, and commercial law matters including contract reviews, shareholder agreements, and debt recovery.
- Executed 200+ wills, 30+ trusts, and various commercial contracts, including shareholder agreements and contract reviews.
- Analyzed service line profitability to identify high-value opportunities and optimize sales focus
- Coordinated client invoicing and payment collection processes to maintain cash flow and reduce outstanding receivables.
- (Get Claims Advice rebranded as Spencer Churchill Law in June 2020 following incorporation in November 2018)
Pension Claim Specialist
Get Claims Advice, Bolton
Bolton
2016.03 - 2018.06
- Managed complete pension claim process from initial sales call through investigation, claim submission, and final resolution. Handled complex pension transfer mis-selling cases including defined benefit schemes, QROPS, and SIPPs.
- Processed approximately 700 pension claims from start to finish with average claim value of £42,000 (total portfolio ~£29.4M)
- Conducted initial client consultations to assess eligibility, performed detailed investigations into pension transfers, and managed cases through to successful settlement
- Liaised with pension providers, financial advisors, and regulatory bodies to gather evidence and negotiate claim settlements
- Ensured compliance with FCA regulations, maintaining detailed case records and documentation for regulatory review
- Used CRM systems (HubSpot, Zoho, Proclaim) to track case progress, manage pipelines, and generate performance reports
IVA Drafter & PPI Claim Specialist
Debt Release Direct / Your Claim Refunded, Bury
Bury
2013.11 - 2016.03
- Drafted hundreds of Individual Voluntary Arrangements, analyzing client income, expenditure, and assets to structure appropriate debt solutions
- Managed Individual Voluntary Arrangements for clients in financial difficulty and processed PPI compensation claims, integrating services to enhance debt management and financial recovery for clients with mis-sold policies.
- Processed nearly 1,000 PPI compensation claims, overseeing lender negotiations and ensuring accurate claim submissions.
- Identified mis-sold PPI policies for IVA clients, coordinating services to optimise client financial recovery.
Financial Solutions Advisor
Debt Specialists, Bury
Bury
2010.09 - 2013.11
- Assessed client financial circumstances to recommend tailored debt relief solutions.
- Advised clients on debt solutions (IVAs, bankruptcies, debt management plans) and managed PPI claims, overseeing credit control, payment processing, and daily cash activity reports for management.
- Managed credit control operations, including payment chasing, reconciliation, and cash processing, ensuring timely payments and accurate financial records.
- Produced daily financial reports on cash activity, payment collections, and outstanding receivables for directors
- Consistently exceeded sales and collection targets in target-driven environment
Education
Diploma - Regulated Financial Planning
Chartered Insurance Institute (CII)
BSc (Hons) - Finance and Accounting
University of Salford
Salford 2006.01 - 2009.01
4 A Levels - Business Studies, Accounting, Economics, Mathematics
Bury College
Skills
- Revenue Generation & Growth Strategy
- Business Performance Analysis
- Financial Reporting & Forecasting
- Cost Control & Overhead Management
- Advanced Excel & Financial Modelling
- Advanced Excel (complex financial calculations, modelling, forecasting, pivot tables, formulas, macros)
- CRM Systems (HubSpot, Zoho, Proclaim)
- Contract Negotiation & Vendor Management
- Regulatory Compliance (FCA)
- Strategic Business Planning
- Process Improvement & Efficiency Optimization
- Analytics tools
- Team Leadership & Performance Management
- Multi-Stakeholder Communication
- MS Office Suite
ADDITIONAL INFORMATION
- Full UK Driving Licence
- References available upon request
Timeline
Head of Sales and Marketing
Spencer Churchill Law Limited, Bolton
2020.01 - 2026.02
Sales Advisor
Spencer Churchill Law Limited / Get Claims Advice, Bolton
2018.06 - 2020.01
Pension Claim Specialist
Get Claims Advice, Bolton
2016.03 - 2018.06
IVA Drafter & PPI Claim Specialist
Debt Release Direct / Your Claim Refunded, Bury
2013.11 - 2016.03
Financial Solutions Advisor
Debt Specialists, Bury
2010.09 - 2013.11
BSc (Hons) - Finance and Accounting
University of Salford
2006.01 - 2009.01
Diploma - Regulated Financial Planning
Chartered Insurance Institute (CII)
4 A Levels - Business Studies, Accounting, Economics, Mathematics
Bury College