Adrian Wardle is a highly successful leader with over 23 years of experience leading and motivating teams in financial services. He has a proven track record of exceeding objectives and delivering lasting results for clients. Adrian is professionally qualified and aims to achieve chartered status in 2016. He has strong technical skills, customer focus, and risk management abilities. Adrian is passionate about interacting with private clients and small-to-medium businesses to understand their goals and protect their financial futures.

1. Adrian Wardle
Glasspool, Denmead, Waterlooville, Hampshire PO7 6EA
Mobile: 07504 280272 | email: adrianwardle@ntlworld.com
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Personal Statement
A highly inspirational and successful leader who motivates all those around him to achieve their goals and aspirations.
Thrives in leading teams through numerous and changing internal cultures and leadership styles. Enjoys hands on
coaching and the development of individuals to reach their full potential. Consistently builds successful, admired
teams in delivering lasting results. Ambitious and driven but someone who puts the client and his team at the centre of
his business. Professionally qualified with proven track record of delivering performance objectives whilst
demonstrating strong ability to maintain and deliver effective risk governance in a regulated Financial Services
environment. Technically very capable with strong organisational skills and the ability to communicate and collaborate
across a wide range of audiences. Passionate in interacting with Private Clients and the Small Medium Enterprise
from Start Up to £50m turnover businesses, their proprietors, owners and employees.
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KEY SKILLS & ACHIEVEMENTS
 Lead, manage, motivate, coach and develop teams of 10+ Specialist Financial Advice Managers to deliver and
exceed all key objectives in Specialist Advice, Business and Commercial Banking – 23 years’ experience. Highly
successful (top 10% in UK) and achieves wide recognition, representing the business and Bank at numerous
recognition events.
2015: £857k income created in protecting over 300 SME clients by removing £170m risk.
 Customer focused, ensures exceptional service delivery and enhanced propositions by understanding their
immediate priorities, future goals and aspirations protecting their financial present and future circumstances.
Demonstrated by achieving strong Customer Service Survey results (92%+) and year on year average exemplary
NPS results.
 Professionally qualified, self-motivated and aims to reach highest level in industry of Chartered status in 2016.
2015 – AF6 Senior Management and Supervision Pass.
 Excellent technical, product and market knowledge and is able to maintain and demonstrate standards of ethical
behaviour set out by regulator and the accrediting body. Fully competent and compliant with all regulatory
requirements through assessment and supervision in regulated Financial Services environment.
 Strong collaboration skills, able to establish and maintain excellent and effective working relationships in different
franchise areas with key stakeholders and panel providers.
 Adaptable, flexible, forward thinking with experience in many business launch, change and transformation
programs. From tied joint venture to restricted panel advice. Launched Financial Planning business, Business and
Commercial Advice Channel and an RDR effective operation model.
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2. NatWest/Royal Bank of Scotland Group - July 2016
AreaDirector,SpecialistFinancial Advice, Business&CommercialBanking,South Coast(Jan 2013 –
July2016)
 Primary focus to lead, manage and deliver objectives through a team of Specialist Financial Advice Managers,
who in turn offer a tailored advice service that supports customers in defining and achieving their financial
aspirations.
 Implementation and supervision of the RBS training and competence scheme for a team of 10 and above
Specialists.
 Upskill and develop individuals through regular training interactions, application of framework assessments on
both one to one and group training sessions.
 Demonstrate full competence and compliance with all regulatory requirements through assessment and
supervision to continuously improve customer experience.
 Responsible for managing own franchise area and works collaboratively with key stakeholders, Senior
Management Teams and panel providers to proactively build and maintain productive and ongoing relationships.
AreaManager,SpecialistFinancialAdvice,Private,Business&CommercialBank,Hampshire&Dorset
(June2002 – December2012)
 Lead, manage, coach and develop a team of Financial Planning Managers to deliver key objectives.
 Implementation and supervision of the RBS training and competence scheme for a team of SFAM’s.
 Offer tailored advice and deliver enhanced propositions to customers.
 Maintain and deliver effective risk governance and control environment.
Field ForceManager,PrivateClients,Hampshire(July1993 –May2002)
 Lead and manage a team of individuals to deliver all key objectives in regulated Financial Planning environment.
Trainer,NatWestLife(July 1992–June1993)
 Led development and delivery of training material designed for the launch the Bank’s Bancassurance Unit in 1993.
 Material delivered to circa 200 Financial Planning Managers, including training needs analysis, relevant laptop
skills, product knowledge.
IndependentFinancialPlanning Consultant (March 1988 –June1992)
 Provision of financial planning advice and recommendation service to business, personal and affluent clients.
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QUALIFICATIONS
Diploma CII (QCF 4) ongoing to achieve chartered status in 2016
CII exams CF9, JO1, RO1, RO2, RO6, JO7 (supervision in a Regulated Environment), Financial Planning Certificate 1995
RO8 Pensions Update (June 2016)
Advanced Financial Planning Process – AF5
Advanced Senior Management and Supervision – AF6 (Oct 2015)
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EDUCATION –Churcher’sCollege,Petersfield
A Level Economics & 10 GCE O Levels
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3. VoluntaryWork
Former School Governor at Denmead Junior school
Shaping Portsmouth Finance Workstream
Marie Curie Events
Hobbiesand Interests
Behavioural Studies/Self Development.
Qualified level 1 Tennis Coach, played in junior, local and national tournaments.
Coached Waterlooville U16 Cricket club, played for Havant, Waterlooville and Steep cricket clubs.
Coached Denmead Football Club U7 – U15.
Play Badminton, Golf, Tennis and Football competitively and socially.
Enjoy Sport, foreign travel, skiing and property in Portugal.
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Additional Personal Details: Tel (H) 02392 254119
Clean Driving Licence held
Married to Debbie for 25 happy years, 2 children Sam and Sophie