Stuart Taylor
Weston-Super-Mare,United Kingdom
Summary
Strategic sales leader with extensive experience in developing and executing business strategies within complex financial organizations. Expertise in identifying performance opportunities and translating insights into actionable recommendations. Proven ability to partner with senior stakeholders to achieve measurable outcomes. Strong skills in simplifying complex information, building trusted relationships, and leading strategic change initiatives.
Overview
17
17
years of professional experience
1
1
Certification
Work history
Account Manager
Dynamic Planner
Reading, Berkshire
2023.05 - 2025.10
- Assisted in developing strategic partnerships with enterprise-level financial planning firms to support adoption initiatives.
- Coordinated team efforts on key projects from start to finish.
- Facilitated 15% rise in software adoption within one year.
Financial Services Trainer
The Openwork Partnership
Swindon, Wiltshire
2023.01 - 2023.05
- Provided consultancy and training on CRM platforms and submission systems to enhance business performance and user experience for mortgages, protection, and financial planning.
- Simplified complex system journeys into understandable guidance for senior partners and practitioners.
- Conducted 25 support meetings weekly to promote adoption of new software.
Business Development Manager
Taylor Consultancy Services
Weston-super-mare, North Somerset
2021.01 - 2023.01
- Assisted small financial services firms with strategic consultancy to enhance growth and customer experience across mortgages, protection, and financial planning.
- Supported end-to-end reviews of processes and customer journeys.
- Collaborated with senior decision-makers to implement recommendations and track performance improvements.
- Provided employee training and strategic planning to encourage sustainable business development.
Senior Relationship Manager
Quilter Financial Planning
London
2018.01 - 2021.01
- Assisted senior leaders and advisers in creating financial planning proposals for mortgages and protection.
- Sales management of relationship managers in reaching targets set by senior leaders to encourage growth in business.
- Aided in formulating strategies for mortgage protection and equity release aligned with company objectives.
- Managed strategic partner panel to facilitate annual business growth of 20%.
- Development of 25 mortgage advisers into financial planners over period of 2 years.
Relationship Manager
Intrinsic Financial Planning
London
2012.01 - 2018.01
- Assisted in managing business relationships across multiple firms, reviewing performance and identifying areas for improvement.
- Organised regional events, presented across UK, and monitored their impact.
- Key focus in increasing use of Platform and generating 68% uptake in Platforms over 12 months.
- Conducted training sessions, simplifying complex investment propositions for teams.
- Aided firms in designing and aligning propositions with customer needs and regulations.
- Travelled extensively meeting clients across various regions establishing productive partnerships.
Business Transition Consultant
Intrinsic Financial Planning
Swindon
2011.01 - 2012.01
- Supported development of transition strategies for regulatory changes.
- Assisted senior leaders in evaluating operational and customer impacts.
- Facilitated 5 consultation meetings weekly over 2 years to drive outcomes.
- Created clear materials to assist firms during complex changes.
Business Development Manager
Intrinsic Financial Planning
Swindon, Wilshire
2010.01 - 2011.01
- Assisted firms in enhancing awareness and use of tools and systems to support customer service and commercial outcomes.
- Optimised processes to increase overall efficiency.
- Helped build strong relationships with potential clients to secure new business opportunities.
- Collaborated with stakeholders to align business goals and objectives.
- Unveiled new revenue streams through diversification strategies increasing market areas and production over 1 year.
Sales Process Manager
Intrinsic Financial Services
Swindon, Wiltshire
2008.09 - 2010.01
- Delivered induction and skills development for new advisers, turning complex system journeys into accessible guidance aligned to FCA requirements.
- Led onboarding, coaching and development of new financial planners, ensuring confidence, competence and strong customer outcomes.
- Carrying out 6 learning fun meeting per wee to deliver on requirements.
- Streamlined operations for improved performance.
- Oversaw day-to-day operations, guaranteeing consistent quality output.
Education
GCSEs -
Clevedon School
Clevedon, North SomersetSkills
- Strategic leadership
- Consultancy and advisory skills
- Relationship management
- Business development and planning
- Coaching and mentoring
- Data-driven decision making
- Change management
- Communication and presentation skills
- Sales management
Certification
- Chartered Insurance Institute – Financial Planning Certificate, Certificate in Equity Release (CF8), Home Reversion Schemes (HR1)
- Institute of Financial Planning – CeMap Mortgages (Diploma Credit)
- Institute of Professional Will Writing – Associateship
Timeline
Account Manager
Dynamic Planner
2023.05 - 2025.10
Financial Services Trainer
The Openwork Partnership
2023.01 - 2023.05
Business Development Manager
Taylor Consultancy Services
2021.01 - 2023.01
Senior Relationship Manager
Quilter Financial Planning
2018.01 - 2021.01
Relationship Manager
Intrinsic Financial Planning
2012.01 - 2018.01
Business Transition Consultant
Intrinsic Financial Planning
2011.01 - 2012.01
Business Development Manager
Intrinsic Financial Planning
2010.01 - 2011.01
Sales Process Manager
Intrinsic Financial Services
2008.09 - 2010.01
GCSEs -
Clevedon School