Carl Bradshaw - Positive Business Development

National Insurance & Mortgage Brokerage, Independent Financial Adviser, Manchester

Business Development - Director - for 16 years.

Achievements:

Managed a successful range of professional introducers from Accountants to Solicitors and Estate Agents including other IFA and Insurance Brokers, Generation of all New Business 2 Business (B2B) enquiries and management of existing client bank of approximately 4,500, Founder member of the Prestwich Business Forum tackling regional issues with local and national government and large corporations, Completion of the Introduction to ACII becoming Cert CII,Cert PFS, MAQ, Becoming Company Director in 1998, Training all staff in company & sales procedures for different aspects of the business including TCF,. Successfully gained large PLC business against strong national IFA competition,. 50% of clients were Business to Business (B2B) from small traders to large AIM listed PLC’s including international business based in the UK and abroad,. Client bank spread over whole of UK with some international business.

Responsibilities:

Generation of all New Business enquiries, Database and client management, FSA Reporting requirements, Pension, FSAVC and Endowment Review process, Marketing of the company to business both locally and nationally, Management of staff and business, Payroll and HR Provision of customer facing financial advice Sign off company accounts, Portfolio management of substantial client balances, To arrange and bring about the companies sale.

Largest UK Bank , Lancashire & Cheshire

Financial Planning Manager

Achievements:

Internal training course – Green All internal examinations – Pass 85%+ Consistent self-generation of appointments over and above required level.

Responsibilities:

To coach and manage individuals and retail bank employees, Delivery of training exercises and sales techniques to banking staff on a regular basis,. Customer facing financial advice provision, Maintain and manage diary activity for up to 3 branches, Liase with branch and regional management/directors, Provide feedback for development of individuals

International PLC AIM listed Insolvency Practioners,

Commercial Business Development Manager – National Coverage

Achievements:

Bringing on board a number of major players in the UK Mortgage and Financial Advice Network, Market and opening the door to the No1 Financial Services Network in the UK,. Turning around old non-performing introducers,. Sharp learning curve for Debt Management Plans/Individual Voluntary Agreements (IVA), Company Voluntary Arrangements (CVA), Bankruptcy & Protected Trust Deeds,. IFS – Commercial Mortgages examination in 2008. Study the ICSA Insolvency Guide.

Responsibilities:

To actively manage & develop the commercial/residential mortgage and secured loan division, and also to drive the Debt Management & IVA business. To obtain business from business 2 business (B2B) activity to achieve goals. Develop B2B relationships via Mortgage Networks, packagers and alike including roll out of services to AR membership nationwide. Liase with both directors and partners. Produce management information reports and business expansion plans. Provide weekly feedback for development of individuals and for clients containing information such as relevant industry news and statistics, conversion and retention levels and ratios. Including profit forecasting. Develop new product lines, such as bridging finance, invoice finance & factoring, secured and unsecured loans and commercial finance products. Resource bulk data i.e. declined loan/credit data and purchase the same. Research, liase and purchase marketing and printing material. Bring about change within the company from a business to consumer (B2C) business to a business to business (B2B) model. Introduce the FSA’s principles of TCF to DMP and IVA and all dealings with the consumer by delivery of training to staff following the 6 principles.

The above covers the bulk of Carl Bradshaw's experience but is by no means exhaustive for a more detailed look at Carls experience please see his CV in the left hand column.

I am currently working with a North West based Independent Electrical Contractor, who required our assistance with creation of a business plan and also customer service issues. By creating an utilising an e-business strategy within the business plan we have built regular communication methods using both email and text marketing to keep his clients up to date with what is happening with thier planned works.