Summary
Overview
Work history
Education
Skills
Professional Qualifications
INTERESTS
References
Timeline
Generic

Thomas Champion

Liverpool

Summary

An industrious, resourceful and highly motivated individual with excellent interpersonal skills and the ability to communicate concisely. Vast experience in regulated sales, with a proven aptitude for exceeding expectations for serving clients. Enjoys being part of a successful and productive team and thrives in pressurised and challenging working environments.

Overview

18
18
years of professional experience

Work history

Specialist Customer Care

Barclays
01.2025 - Current
  • Management of own diary of level 2 complaints
  • Prioritising heavy workloads
  • Identifying vulnerabilities in customers and accommodating suitable adjustments
  • Demonstrating knowledge of wide areas of Barclays' retail banking processes to achieve a suitable outcome for our customers

Full-time carer for Grandfather

,
04.2018 - 01.2025
  • Moved my grandfather into my home to look after him full time following a serious illness
  • Performed duties as his full-time carer and power of attorney until his passing.

Mortgage Broker

Sequence UK
10.2017 - 04.2018
  • Mortgage Broker working out of estate agents, covering the affluent Bebington and Spital areas of Wirral
  • Upskilled estate agent staff to assist in generating quality leads
  • Assessed financial situations of clients and searched the mortgage market to find the best possible deal for the clients individual circumstances.

Premier Mortgage Advisor

Barclays (Premier Banking)
11.2015 - 10.2017
  • Chosen to spearhead an intimate team of advisors, embedded within Barclays Premier Banking space dealing exclusively with mass-affluent customer base
  • Constructed training material and up-skilled Premier Banking colleagues, around Barclays mortgage policy, improving mortgage conversations and delivering quality referrals
  • Winner of “Go-To colleague” award at Barclays annual award ceremony, selected from over 200 nominations across all business areas of the bank, due to demonstrating consistent support to peers
  • Entrusted with looking after the mortgage needs of Barclays' senior stakeholders, including the CEO of Barclays UK, and the CEO of mortgages
  • Protecting our high-net-worth customers' legacy through identifying and facilitating a relevant need for life insurance, critical illness cover and home insurance
  • Deepened relationships with exclusive Premier underwriting team by conducting weekly calls to discuss complex cases.

Mortgage Advisor

Barclays (Home Solutions)
11.2014 - 11.2015
  • Consistently recorded highest number of submitted applications within team
  • Identified as being one of the top 8 performers in the North of England and Scotland, and invited to silver service recognition dinner with directors across all areas of the Barclays mortgage business
  • Set record time to achieve competent advisor status in Liverpool, due to dedication to having quality, compliant meetings with our customers
  • Selected for “Aspiring Leaders Programme” within Barclays Mortgages, and trained in delivering one to ones and coaching colleagues, chairing team meetings and factfind marking.

Intermediary Support

Barclays (Intermediary Business Channel)
04.2013 - 11.2014
  • Responsible for educating and supporting mortgage brokers and IFA's during the mortgage application process, working in tandem with them to enhance customers' mortgage journey
  • Bolstered intermediaries understanding through displaying extensive knowledge of Barclays mortgage policy and processes.

General Insurance

Barclays
09.2012 - 04.2013
  • Established and facilitated customers need for Barclays Home Insurance
  • Excellent conversational skills utilised, proactively contacting our customers and conducting regulated sales process
  • Consistently rated green for quality and compliance by assessors.

Account Specialist/Floor Support

Scottish Power
07.2011 - 09.2012

Administrator

Brian Champion Flooring
09.2007 - 09.2012

Education

Merchant Taylors Boys School, Crosby, King George V College, Southport, Liverpool John Moores University

Skills

  • Compliance regulation understanding
  • Client Relationship Management
  • Empathetic communication
  • Client advising proficiency

Professional Qualifications

  • IFS Certificate of Mortgage Advice and Practice (CeMAP)
  • LIBF Diploma for Financial Advisers (DipFA)
  • LIBF Certificate in Long Term Care and Later Life Planning (CertLTCP)
  • LIBF Certificate in Regulated Equity Release (CeRER)

INTERESTS

Spending time with my children Ruby, 5 and Jack, 2.

References

References available upon request.

Timeline

Specialist Customer Care

Barclays
01.2025 - Current

Full-time carer for Grandfather

,
04.2018 - 01.2025

Mortgage Broker

Sequence UK
10.2017 - 04.2018

Premier Mortgage Advisor

Barclays (Premier Banking)
11.2015 - 10.2017

Mortgage Advisor

Barclays (Home Solutions)
11.2014 - 11.2015

Intermediary Support

Barclays (Intermediary Business Channel)
04.2013 - 11.2014

General Insurance

Barclays
09.2012 - 04.2013

Account Specialist/Floor Support

Scottish Power
07.2011 - 09.2012

Administrator

Brian Champion Flooring
09.2007 - 09.2012

Merchant Taylors Boys School, Crosby, King George V College, Southport, Liverpool John Moores University

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Thomas Champion